Analysis: Interest Rates

Gold sold, stocks stall

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets As U.S. stock indexes hit new records on Monday ahead of a likely Federal...

Oil jumps and Tesla skids

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Oil prices jumped 4% on a wave of new retaliatory sanctions on Russian...

IMF chief hopes for US-China rare earths deal to avoid 'material impact' on global economy

WASHINGTON -International Monetary Fund Managing Director Kristalina Georgieva said on Friday she was hoping for an agreement between the U.S. and China that avoids a cutoff in the flow of rare...

Bessent urges IMF, World Bank to take tougher stance on China's economic practices

WASHINGTON -U.S. Treasury Secretary Scott Bessent on Friday gave specific marching orders for the International Monetary Fund and World Bank to take tougher stances on China's state-driven economic...

Regionals spoil the banking party

NEW YORK -Making sense of the forces driving global marketsBy Alden Bentley, Editor in Charge, Americas Finance and Markets        Jamie is enjoying some well-deserved time-off, but the Reuters...

AI fizzes and banks are buoyant

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets A combination of ongoing optimism over the AI boom, impressive U.S. bank...

Trading Day: Risk on, or off? It's trade vs earnings

NEW YORK -Making sense of the forces driving global markets By Alden Bentley, Editor in Charge, Americas Finance and Markets Jamie McGeever is enjoying some well-deserved...

China to keep its 'all about production' economic playbook as rivalry with US intensifies

SINGAPORE/BEIJING -China's Communist Party meets this month to map a five-year vision that prioritises high-tech manufacturing in its quest to upgrade its sprawling industries and project global...

IMF lifts growth outlook on more benign tariffs as revived US-China trade war looms

WASHINGTON -The International Monetary Fund edged up its 2025 global growth forecast on Tuesday as tariff shocks and financial conditions have proven more benign than expected, but warned that a...

Volatility builds as AI jockeys with trade

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Wall Street's 'fear gauge' of implied stock market volatility touched its...

Banks set to open earnings floodgate with Powell on tap

NEW YORK -TRADING DAY Making sense of the forces driving global markets Jamie McGeever is enjoying some well-deserved time off, but the Reuters markets team will still...

Developing nations rack up $3.9 billion in net debt payments to China a year, study finds

JOHANNESBURG -Developing nations are now paying more to service debt owed to China than they receive in new loans, a shift that risks deepening economic strain and slowing climate investment, a...

Bubble, bubble toil and trouble

LONDON -By Anna Szymanski, ROI Editor-in-Charge, and the ROI team  Hello Morning Bid readers!  Warnings about a stock market bubble grew louder this week, with the Bank...

Stocks pause as bubble warnings mount

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets World stocks and gold paused their latest steep rally on Thursday...

IMF chief says global economy doing 'better than feared,' downside risks dominate

WASHINGTON -The world economy has proven more resilient than expected despite acute strains from multiple shocks, the head of the International Monetary Fund said on Wednesday, forecasting only a...

AI and deals fizz drown out politics

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets World stock markets cooled a touch on Tuesday after another...

Congress leaves DC and markets in the dark

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets With Washington closed after Tuesday's congressional impasse,...

Shutdown talks go to the wire as Q3 ends

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets A looming U.S. government shutdown is casting a shadow over the...

Stocks cop one-two punch

A look at the day ahead in European and global markets from Rae Wee Just as the word was slowly fading away from the memories of investors, it has been foisted upon them again. Asian...