Stocks are beginning to feel the pressure from rising bond yields.
The share of corporate profits going to employees rather than the companies themselves is falling. According to one well-known economist, there is a strong correlation between that “wage share” and ...
Cast your mind back to the initial shock of the Middle East conflict. Markets lurched, volatility spiked, and investors braced for the worst. Then the immediate fears faded, and equities and ...
LONDON, May 20 (Reuters) - Although some are puzzled by the coincidence of an artificial intelligence boom and rising borrowing costs, they are closely linked. Beyond the immediate heat of the AI ...
“The Federal Reserve Bank of New York’s Center for Microeconomic Data today released the April 2026 Survey of Consumer Expectations, which shows that households’ inflation expectations increased at ...
Bond yields won't cool down meaningfully until stocks take a bigger hit, argues BCA Research. No big boost looks to be in store after Nvidia's first-quarter results, which mark the end to the Big Tech ...
For years, the macro consensus has held that the post-COVID world is one of structurally higher interest rates and persistent inflation, according to T.S. Lombard's Dario Perkins. He isn't ready to ...
You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Rising bond yields sparked a panic among investors on Friday, and there's little standing in the way ...
Bonds are supposed to be the boring part of a portfolio. They pay income, dampen volatility, and help offset stock market pain when investors run for safety. But Morgan Stanley cracked open 150 years’ ...
Higher bond yields and a changing economic backdrop are making investment-grade bonds an increasingly attractive source of ...