Reuters

Macro Matters: ‘Ship hasn’t sailed’ on an October Fed hike

ECB faces growing pressure as France's bond market turmoil deepens | Morning Bid

Global financial markets are navigating a complex landscape where tech stocks, led by Nvidia’s record-breaking market capitalization, continue to climb despite U.S. Treasury yields reaching multi-decade highs. This divergence suggests an economy generating significant heat, particularly within the AI sector, even as se...

What Yemen's Houthi offensive means for the Iran war | Reuters World News

Global political and economic instability intensifies as Spain’s Prime Minister calls a snap election following housing protests, while Yemen’s Saudi-backed government launches a major offensive to reclaim territory from Houthi rebels. In the financial sector, European debt markets face significant pressure, with Frenc...

Soft US payrolls make an October Fed hike unlikely | Reuters Morning Bid

Weak U.S. payroll data—with only 29,000 jobs added in September—effectively removes the possibility of an October Federal Reserve rate hike, though the broader economic trajectory remains intact due to strength in construction and manufacturing. Meanwhile, European debt markets face significant instability as the Frenc...

Global bond rout raises doubts over the rate outlook | Morning Bid

The global bond market is navigating a volatile transition into the final quarter of 2026, marked by a significant route that pushed 10-year Treasury yields to their highest levels in four years. This shift is primarily driven by a recalibration of Federal Reserve expectations under Chair Kevin Warsh, whose hawkish sta...

Republicans break with Trump over AI data centers and soaring power bills | Reuters World News

Global tensions and domestic policy shifts dominate the current landscape, highlighted by the arrest of five individuals near the UK’s RAF Fairford airbase for a suspected Iran-linked terror plot. In the United States, Senate Republicans are breaking with Donald Trump to fast-track the Ratepayer Protection Act, aiming ...

The 5% yield | Reuters Econ World

The 10-year U.S. Treasury yield reaching 5% serves as a critical economic barometer, influencing everything from mortgage rates to global capital allocation. While rising yields reflect a combination of robust economic growth, persistent inflation, and geopolitical instability, the unprecedented surge in U.S. governmen...

Why is Wall Street so worried about a 5% Treasury yield? | Morning Bid

Global bond markets are facing a significant sell-off, pushing the U.S. 10-year Treasury yield toward a critical 5% threshold. This surge in borrowing costs, fueled by concerns over U.S. debt sustainability and expansive fiscal promises, threatens to trigger a broader equity market liquidation. Treasury Secretary Scott...

Bank of Japan 'to accelerate rate hikes'

The Japanese yen has surged to a seven-month high, driven by shifting economic fundamentals and heightening expectations for a Bank of Japan interest rate hike. Jane Foley, Head of FX Strategy at Rabobank, observes that recent data showing accelerated GDP growth and rising real wages suggests a transition toward domest...

Is the yen's surge a warning shot for global markets? | Reuters Morning Bid

The Japanese yen has surged to a seven-month high, gaining 4% in a single week due to mounting expectations that the Bank of Japan will raise interest rates. This shift is driven by robust economic data, including a five-year high in real wage growth of 2.4% and upwardly revised GDP figures, which may trigger a signifi...

Will a blockbuster jobs report force the Fed to raise rates? | Reuters Morning Bid

Robust U.S. labor data for August, featuring 162,000 new jobs and broad-based sectoral growth, maintains significant pressure on the Federal Reserve to consider a rate hike at its upcoming meeting. While the White House advocates for rate cuts to influence trade policy, market attention shifts to the European Central B...

Why did bond markets ignore Scott Bessent's buyback plan? | Morning Bid

U.S. Treasury Secretary Scott Bessent’s bond buyback strategy faces market skepticism as yields return to pre-announcement levels, signaling that investors view the operation as a "zero-sum game" rather than a fundamental shift in debt dynamics. While the Treasury suggests potential fiscal consolidation and increased b...

LIVE: Qualcomm CEO Cristiano Amon speaks at Computex

Agentic AI is fundamentally transforming the computing landscape by shifting from cloud-centric models to a distributed architecture that spans smartphones, PCs, automotive systems, and robotics. This transition relies on high-speed connectivity and power-efficient hardware capable of processing context-aware data loca...

LIVE: Elon Musk attends a panel at Davos

The conversation centers on the future of technology, focusing on AI, robotics, space exploration, and sustainable energy. Elon Musk shares his vision of maximizing civilization's future by expanding consciousness beyond Earth and creating a world of abundance through AI and robotics. He argues that AI development is r...

LIVE: Davos 2026 - Gavin Newsom speaks at the WEF | REUTERS

Gavin Newsom's interview addresses the state of American politics under the Trump administration, emphasizing threats to democratic norms and institutions. Newsom argues that Trump's actions, such as censoring speech and pardoning those involved in election interference, undermine the rule of law. He criticizes corpora...

LIVE: Czech Republic general election

LIVE: Crime scene of deadly attack at UK synagogue

LIVE: Abdication of Luxembourg’s Grand Duke Henri, swearing-in of Grand Duke Guillaume

LIVE: Italians strike in solidarity with Gaza

Market Talk: 'Investors more cautious on US' amid shutdown | REUTERS