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Market bubble

  • FTSE 100 Live: Stocks dip as oil edges higher; BP posts profit boom

    Markets

    Good morning and welcome back to the City AM liveblog. Oil returned to a three-week high comfortably over the $105 mark on Monday and those gains look set to continue today. Brent crude – the international benchmark for oil prices – edged over $110 on Tuesday morning as it once again appeared peace talks in [...]

    North Sea oil terminal with storage tanks and docking facilities under a clear sky, highlighting energy infrastructure.
  • ‘There’s a lot of risk out there’ – Bank of England warns of market ‘adjustment’

    Markets

    A top Bank of England official has warned that global markets could fall even further with current share prices not reflecting the economic risks at play. Sarah Breeden, the Bank’s deputy governor for financial stability, said: “There’s a lot of risk out there and yet asset prices are at all-time highs. “We expect there will [...]

    Bank of England deputy governor Breeden discusses economic policies during a press conference
  • FTSE 100 Live: Stocks jittery as Starmer makes play to reopen Strait of Hormuz

    Markets

    Good morning and welcome back to the City AM liveblog. The UK and France are set to co-chair a meeting with allies later today in a bid to strum up ways to re-open the Strait of Hormuz. The vital waterway, which sits off Iran’s coast, sees around a fifth of the world’s oil supply flow [...]

    Keir Starmer engaging with community members during his visit to South Wales, highlighting local issues and leadership ini...
  • Rolls-Royce: FTSE 100 giant’s shares tumble amid market storm

    March 27, 2026

    Shares in City heavyweight Rolls-Royce sank on Friday morning as the firm got wrapped up in the market storm triggered by the ongoing conflict in the Middle East. The FTSE 100 giant’s stock slumped nearly three per cent in mid-morning trading, sending its price crashing to 2026 low of 1,116.77p. Over the last month, the [...]

  • FTSE 100 Live: BP tumbles on buyback suspension, Barclays profit boost

    February 10, 2026

    Good morning and welcome back to the City AM liveblog. It was a rocky day for bond markets on Monday as political jitters rippled through the City. The 10-year gilt yield – a key benchmark for the government – rose as much as 10 basis points to 4.62 per cent following news that Scottish Labour [...]

  • FTSE 100 Live: Beazley seals $15bn Zurich deal, Santander in $12bn takeover

    February 4, 2026

    Good morning and welcome back to the City AM liveblog. Shares in Europe’s biggest data, publishing and legal software groups slumped on Tuesday after AI giant Anthropic unveiled a new tool aimed directly at in-house lawyers. The move rattled investors who had long viewed the sector as an AI winner. In London, Relx fell close [...]

  • FTSE 100 Live: BP’s $5bn hit; Prudential taps ex-HSBC chair

    January 14, 2026

    Good morning and welcome back to the City AM liveblog. Investors were taking a back seat to risk on Tuesday after President Donald Trump’s latest salvo on the Federal Reserve rocked global markets. The US Department of Justice opened a criminal investigation into the Fed’s chair, Jerome Powell, as Trump escalated his crusade against the central bank’s [...]

  • FTSE 100 Live: Supermarket shares fall in trolley wars; M&S rises amid cyber recovery

    January 8, 2026

    Good morning and welcome back to the City AM liveblog. The FTSE 100’s rally came crashing down yesterday as steep losses across commodities dragged the index into the red. Whilst one shouldn’t fret too much with the index still holding firm above its latest milestone, Wednesday’s 0.7 per cent drop still wiped over 70 points [...]

  • UBS chief strategist: Market is not in a ‘bubble’, but US debt poses the real risk

    December 9, 2025

    Despite narrow market leadership that mirrors the crashes of the 1970s and 1990s, the equity market is not currently in a ‘bubble,’ according to UBS Investment Bank Chief Strategist Bhanu Baweja. Speaking at Abu Dhabi Finance Week, Baweja addressed investor concerns that just nine companies in the Russell 3000 have driven 72 per cent of [...]

  • Nvidia’s golden quarter dares markets to call AI a bubble

    November 20, 2025

    Nvidia’s latest earnings blew straight through Wall Street expectations, delivering the kind of numbers that force investors to park away thoughts of an AI bubble. The notorious chip maker’s latest results, a blockbuster $57bn quarter that tore through Wall Street expectations, injected a jolt of confidence into rattled global markets, pulling the FTSE 100 and [...]

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