Treasury Yields Keep Rising. Can the Economy Keep Up?
Major bond markets are under pressure thanks to massive AI debt sales, fiscal woes, and inflation concerns.
Economy
We need ‘right to intervene’ in AI amid growing threat, says Bank of England boss
Andrew Bailey’s comments come as fears grow that rogue models could take financial system hostage
Homeowners in England urged to check flood risk: ‘A third of people don’t realise’
Environment Agency warns residents of 6m properties to prepare for a wet and windy three months ahead
UK income growth revised upwards as markets hail ‘resilient’ economy
Boost for John Healey before budget as GDP figure shows UK economy grew faster than first estimated in second quarter
Federal Reserve Board finalizes changes to enhance the transparency and public accountability of its stress test and reduce volatility in its stress test-related capital requirements
The Federal Reserve Board on Wednesday finalized changes to enhance the transparency and public accountability of its stress test and reduce volatility in its stress test-related capital requirements. The two final rule…
Financial Policy Committee Record – September 2026
1: The Financial Policy Committee (FPC) seeks to ensure the UK financial system is prepared for, and resilient to, the wide range of risks it could face, so that it is able to absorb rather than amplify shocks, and serv…
EUR/GBP: Range set to persist – Rabobank
RaboResearch Global Economics & Markets’ FX Strategy team assesses EUR/GBP in light of UK politics, growth and monetary policy. They note the Pound’s recent support from stronger UK GDP, but expect GBP bulls to stay cau…
US Dollar: Coin flip for October rate hike – DBS
DBS Group Research economist Eugene Leow assesses USD Rates ahead of the October FOMC meeting, noting investors see a near-even chance of a back-to-back Fed hike.
Canadian Dollar gains as US inflation cools Fed October rate hike bets
USD/CAD declines 0.08% on Wednesday and trades around 1.4180 at the time of writing, after touching a daily low of 1.4155 in the wake of US inflation data. The pair recovered some losses as investors reassessed the timi…
Pound: Stronger UK growth and reverse-Brexit risk – MUFG
Lee Hardman at MUFG reports the Pound is consolidating near year-to-date lows against the Dollar despite resilient UK growth, with Q1 and Q2 GDP both revised higher and BoE staff upgrading Q3 forecasts. Hawkish comments…
Greggs to shut four factories and cut 740 jobs
High street bakery brand Greggs has announced plans to shut four of its factories and cut 740 jobs.
Mexican Peso: Carry trade unwind risks into Q4 – Societe Generale
Societe Generale’s Kenneth Broux warns that one defining September theme in EM has been a sharp unwind in carry trades, particularly in the Mexican Peso, which is down 6% on spot this month.
EUR/USD: Range view holds as Dollar doubts grow – Deutsche Bank
Deutsche Bank argues EUR/USD is likely to hold within its 1.13–1.20 yearly range rather than break lower, pushing back against consensus Dollar bullishness. The bank cites resilient global growth, peak USD yield support…
USD/JPY: Offered tone with key 155–158.20 range – Societe Generale
Societe Generale’s FX team reports USD/JPY trading between 156.38 and 157.52 overnight, with the pair mildly offered on dovish New York Federal Reserve President John Williams comments and fiscal half‑end repatriation f…
US Treasuries: Curve steepens with long yields at cycle highs – Deutsche Bank
Deutsche Bank’s Early Morning Reid notes a mixed US Treasury session, with 10-year and 30-year yields holding or extending post-2000s highs while the 2-year falls.
Higher Yields Flipped the Math in the Investors’ Favor
During the COVID-19 pandemic-era boom, it almost seemed reckless not to invest in real estate. Low mortgage rates and sustained demand for rentals and fix-and-flip properties delivered tidy returns for investors on a fa…
Super-rich UK energy and food magnates’ wealth skyrockets amid global crises
Analysis has shown the costs of daily essentials soaring in recent years, thanks in part to climate shocks, wars and geopolitical tensions
China: PMIs point to manufacturing and services improvement – Deutsche Bank
Deutsche Bank’s Early Morning Reid notes that China’s latest PMI data show a broad-based pickup in activity. The private-sector RatingDog Manufacturing PMI and official manufacturing PMI both strengthened, with the latt…
FX Outlook: October Fed Hike Remains Very Data Dependent
Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated. However, a rate hike may not keep the US stock market fro…
Gold firms as softer US PCE inflation cools October Fed hike bets
Gold (XAU/USD) trades modestly higher on Wednesday, consolidating the previous day’s gains after recovering from a seven-week low touched on Monday.
Doubters spur me on: why more women are taking up DIY
Female DIY experts and tradeswomen talk about their experiences of a traditionally male-dominated domain.
FCA opens the gateway to regulated crypto
From today, crypto firms can apply for authorisation from the FCA, marking a landmark moment as the UK takes a step closer towards becoming one of the most trusted places in the world to build and invest in cryptoasset …
Gilts Too Distracted for Good News
Prime Minister Burnham presented UK government plans that should help ease gilt investors' concerns about political risks. For now, US rates and energy costs continue in the driver's seat, offering little relief for gil…
Poundland management in rescue talks that could save 11,000 jobs
Poundland’s management team are in “advanced talks” to lead a rescue bid for the ailing cut-price retailer that could save up to 11,000 jobs.