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markets

  • Bridgewater founder Ray Dalio: UK economy at risk of ‘debt death spiral’

    January 21, 2025

    Ray Dalio, founder of hedge fund Bridgewater Capital, warned that the UK economy was at risk of a “debt death spiral” following the recent bout of bond market instability. In an interview with the Financial Times, Dalio warned that the government faced the prospect of having to borrow more and more from financial markets in [...]

  • How City of London investors are bracing for Donald Trump 2.0

    January 20, 2025

    City investors are bracing for four more years of unpredictability on the global markets as Donald Trump returns to the White House as president. After banging the drum for punitive trade tariffs and US protectionism in recent months, Trump’s second term is expected to inflict more turmoil on global markets than outgoing president Joe Biden. [...]

  • What will Trump’s first 100 days mean for markets?

    January 20, 2025  |  City Talk

    Amid concern about tariffs, markets appear to be hedging their bets, but there’s plenty to suggest that Trump’s first moves in office could fall short of the worst expectations, says Michael Hewson A lot of the recent turmoil in markets appears to be being blamed on concerns that Donald Trump, inaugurated as President today, could [...]

  • UK gilt auction oversubscribed as investors buy through market turmoil

    January 14, 2025

    The auction comes ahead of crucial inflation data tomorrow.

  • What’s behind the bond market turmoil?

    January 9, 2025

    Although the jitters had calmed somewhat by Thursday afternoon, traders will be on high alert over the coming days.

  • What is a gilt? And why should you care?

    January 9, 2025

    Investors have been drawing comparisons to the bond market meltdown following Liz Truss's mini-Budget as well as the IMF bailout way back in 1976.

  • Investors ‘are losing confidence’ in the UK economy

    January 8, 2025

    The yield on the benchmark 10-year gilt, which reflects the cost of borrowing, hit 4.78 per cent on Wednesday afternoon, a post-financial crisis high.

  • Resurgent inflation fears drive global sell-off in government debt

    January 8, 2025

    Government bonds suffered a major sell-off on Tuesday as fears about the potential persistence of inflation continued to build.

  • FTSE 100 climbs into the green on the back of weaker pound

    January 2, 2025

    The shaky start comes amid widespread uncertainty about the path for the global economy in the new year.

  • A turbulent year for London’s markets… in four graphs

    December 19, 2024

    “There’s always light at the end of the tunnel,” said one London Stock Exchange executive in March, just after two more firms announced they were heading for the exit. “Don’t lose your head amongst all the doom-mongering.” It is a mantra that London’s bourse has had to hold onto over the past 12 months as [...]

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