How high, and for how long?

It’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping ahead on the back of AI. Corporate bond issuance and even the US dollar are also riding high on the AI tra ...  Show more

While most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers – giant companies such as Amazon and Meta – need to borrow as much as they can to ...  Show more

DB-Feb26,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley for a deep-dive on how rapidly rising interest rates are transforming the financial landscape before our very eyes. Ed and Ash analyze the latest economic data on risi ...  Show more

Economists have stopped waiting for interest rates to drop because it doesn’t seem to be coming. The <a href="https://www.economist.com/briefing/2023/11/02/markets-think-interest-rates-could-stay-high-for-a-decade-or-more?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_sourc ...

Stocks rode a roller coaster after the release of the latest Fed Minutes showed the central bank is preparing to keep rates high for “some time”. So how should you trade the new era of higher for longer? Plus Wells Fargo Securities’ Mike Mayo’s out with his top picks for bank sto ...  Show more

Financial markets are bracing for a longer period of high interest rates, EU foreign ministers are set to suspend the bloc’s visa facilitation agreement with Moscow, and Alibaba is trying to manoeuvre a rebound. Plus, the FT’s Stefania Palma explains why the US antitrust offic ...