It’s US election day

In just one week, the US Federal Reserve, the Bank of England and the Bank of Japan all chose to hold interest rates steady, yet none of the decisions were unanimous, and of course, the Fed's new Chair is now steering away from forward guidance altogether. With investors left to ...  Show more

US stocks staged a rally yesterday following Wednesday’s post-Fed sell-off. Microsoft and semiconductors definitely helped to drive the gains. And the pattern continued in Asia this morning with South Korea’s Kospi up 18% in its session. Central banks in the UK and Japan cemented ...  Show more

The dollar weakened on Monday as global markets reined in their bets on a victory for Donald Trump in the US presidential election, and the Financial Times’ James Politi explains what to look out for as results trickle in. Plus, Spain’s prime minister is facing political backl ...

On November 5, voters in the US will head to the polls to decide who should be the next president: Donald Trump or Kamala Harris. But over the past several months, people from around the world have been placing millions of dollars on who will win that race. As interest in bett ...

As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win, bringing with him inflationary spending and policies. Today on the show, Ro ...

Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ...