Analysis: Interest Rates

London showdown

What matters in U.S. and global markets today I'm excited to announce that I'm now part of Reuters Open Interest , an essential new source for data-driven, expert commentary on market...

Rates: Mixed data

While the eurozone has just cut interest rates by 25 basis points for the eighth consecutive time, the US is grappling with conflicting economic data. Doubts therefore remain about the Federal...

Citadel Securities' Esposito says US deficit is a 'ticking time bomb'

NEW YORK -The U.S. government's growing debt pile is a ticking time bomb and how the Trump administration reacts to this crisis is going to be super important, Citadel Securities President Jim...

G7 debt is now a pressure point for anxious markets

LONDON -Surging government debt levels are becoming a pressure point for big economies and bond investors have their sights on those not doing enough to improve their finances. A...

Rates: Sleight of hand

In response to Japan's difficulties in placing its debt, the government has come up with a solution: limit long-term auctions and focus on short maturities. Behind this sleight of hand, which...

Tariffs return along with capital tax fears

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Financial Industry and Financial Markets This week's U.S. tariff whiplash has left financial...

Stocks finish lower but notch strong monthly gain despite tariff worries

NEW YORK -Global stocks finished down on Friday but notched a weekly gain and the biggest monthly increase since late 2023, despite markets having been roiled by uncertainty over the Trump...

Global government issuance of US dollar debt tumbling in 2025, data shows

Governments in Asia and Europe are raising far less debt in U.S. dollars than usual, preferring to issue at home as they avoid exposure to rising U.S. yields, currency volatility and broader concerns...

Japan's quick-fix for bond markets sets a global test case

SINGAPORE/NEW YORK -Japan, one of the world's most indebted developed economies, this week also turned into a saviour of sorts for its own bond market and globally. When Reuters...

Demand at 40-year JGB auction sinks to lowest since July

TOKYO -Demand at an auction of 40-year Japanese government bonds on Wednesday fell to the lowest since July, amid a selloff in so-called super-long debt this month. A measure of demand...

Super-long JGB yields extend climb from multi-week lows after weak auction

TOKYO -Long-dated Japanese government bond yields rose further from three-week lows on Wednesday, after demand at a closely watched 40-year bond auction dropped to its lowest level since July. ...

Trading Day: Japan spreads long bond relief

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  Reasons to be cheerful A tariff reprieve...

Trade confusion and long yield relief

What matters in U.S. and global markets today Markets were left nonplussed by increasingly erratic U.S. tariff announcements over the weekend, although nerves have been...

Rates: The Shockwave

The press has reported on the difficulties encountered by the United States during its latest auction of 20-year bonds. However, the earthquake seems to have its epi-center in Japan, which first set...

US equity funds face weekly outflows on debt concerns, rising yields

U.S. equity funds saw huge outflows in the week ended May 21, as Treasury yields surged on fears President Donald Trump's proposed tax-cut bill could add trillions to U.S. debt if passed by...

Trading Day: Bond alarms ring louder

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. debt despair Investors' unease about...

Trading Day: Japan's long bond warning

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. assets in the red It was a sobering...

Moody's downgrade ripples through bond market, causes worries for stocks

NEW YORK -Moody's U.S. debt downgrade is raising concerns that investors could reevaluate their appetite for U.S. government bonds, with the potential for rising yields to put pressure on stocks that...

China cuts key rates to aid economy as trade war simmers

BEIJING/SHANGHAI -China cut benchmark lending rates for the first time since October on Tuesday, while major state banks lowered deposit rates as authorities work to ease monetary policy to help...