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Asia Faces a New Rates Reality
Weak US jobs data has reduced expectations of another immediate Federal Reserve rate hike, yet long-term Treasury yields remain close to multi-decade…
1 week, 6 days ago
AI Boom vs 5% Yields: How Long Can Wall Street Rally?
Wall Street reached fresh heights as the Nasdaq hit a new record, yet beneath the surface, investors are navigating rising US Treasury yields, stubbo…
2 weeks ago
Stocks Rally as the Bond Market Revolts
US equities remain close to record highs despite a surprisingly weak September jobs report, Treasury yields reaching levels not seen in decades and e…
2 weeks, 1 day ago
The Rally Few Stocks Are Carrying
The S&P 500 ended the third quarter higher, but the equal-weighted index fell about 4% in September, so the gains came from a small group of stocks. …
2 weeks, 4 days ago
US Stocks At Near Record High, At A Time Bond Yield Is Rising
Global equities closed the quarter near record highs, even with oil up 40% and the US 10-year Treasury yield above 5.2%. US PCE inflation came in coo…
2 weeks, 5 days ago
Oil, Yields & the AI Money Machine
Investors head into the fourth quarter facing oil above US$100, elevated bond yields and another crucial round of US inflation and employment data th…
2 weeks, 6 days ago
Is the Worst Over for China A-Shares?
After four brutal years near one-year lows, could China’s mainland stock market finally be quietly carving out a bottom? While the benchmark CSI 300 …
3 weeks ago
The Geopolitical Shock That Could Reprice Everything
Higher oil prices, rising Treasury yields and the prospect of further Fed rate hikes are putting pressure on US markets. Joe Quinlan, Chief Market St…
3 weeks ago
Will US-China Truce Break After US Midterm Elections?
Despite a temporary US-China agreement on reciprocal tariff reductions and 10-year Treasury yields reaching 5.23%, global markets face mounting press…
3 weeks, 1 day ago
Market Watch - Sep 25, 2026
Market Watch - Sep 25, 2026
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3 weeks, 4 days ago