Analysis: Interest Rates

Markets brush off worries, risk rally rages on

A look at the day ahead in European and global markets from Ankur Banerjee And just like that, worries about credit risks are in the rear view. Investors are feeling perky, betting that...

The Takaichi trade makes a comeback

A look at the day ahead in European and global markets from Wayne Cole. The Takaichi trade has been in full swing since the Liberal Democratic Party did a deal with the Japan Innovation...

IMF chief hopes for US-China rare earths deal to avoid 'material impact' on global economy

WASHINGTON -International Monetary Fund Managing Director Kristalina Georgieva said on Friday she was hoping for an agreement between the U.S. and China that avoids a cutoff in the flow of rare...

Bessent urges IMF, World Bank to take tougher stance on China's economic practices

WASHINGTON -U.S. Treasury Secretary Scott Bessent on Friday gave specific marching orders for the International Monetary Fund and World Bank to take tougher stances on China's state-driven economic...

Angola eyes June completion of debt swap deal with World Bank

WASHINGTON/JOHANNESBURG -Angola anticipates finalizing a debt-for-development swap with the World Bank before June, a senior debt management official said this week on the sidelines of the...

China's fiscal revenue picks up pace, officials vow early 2026 bond sales

BEIJING -China's September fiscal revenue growth picked up from August, finance ministry officials said on Friday, vowing to start issuing 2026 bonds early to give the economy an extra boost. ...

India rate-cut bets breathe life into corporate bond market

MUMBAI -India's corporate debt market is witnessing a rebound as renewed bets of steep rate cuts boost demand and encourage firms to opt for bonds over traditional funding sources, analysts say. ...

Regionals spoil the banking party

NEW YORK -Making sense of the forces driving global marketsBy Alden Bentley, Editor in Charge, Americas Finance and Markets        Jamie is enjoying some well-deserved time-off, but the Reuters...

AI fizzes and banks are buoyant

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets A combination of ongoing optimism over the AI boom, impressive U.S. bank...

News overload splits markets

A look at the day ahead in European and global markets from Kevin Buckland With this much newsflow, it's hard for investors to know where to look. As a result, investors...

Trading Day: Risk on, or off? It's trade vs earnings

NEW YORK -Making sense of the forces driving global markets By Alden Bentley, Editor in Charge, Americas Finance and Markets Jamie McGeever is enjoying some well-deserved...

China September bank loans rise less than expected as weak credit demand persists

BEIJING -China's new bank loans rose less than expected in September, largely driven by seasonal factors that could mask underlying weak credit demand, as policymakers battle to reverse a prolonged...

What to watch for at China's Communist Party's plenum

BEIJING -China's Communist Party leadership will begin a four-day, closed-door meeting on Monday to chart the country's economic policy for the next five years, seeking to sustain its ascent at a...

China to keep its 'all about production' economic playbook as rivalry with US intensifies

SINGAPORE/BEIJING -China's Communist Party meets this month to map a five-year vision that prioritises high-tech manufacturing in its quest to upgrade its sprawling industries and project global...

Fed back on centre stage, for now

A look at the day ahead in European and global markets from Rae Wee Investors have chosen, at least for now, to look past simmering U.S.-China trade tensions, taking comfort instead from...

India's EAAA Alternatives to invest up to 400 billion rupees in clean energy over next five years

Indian money manager EAAA Alternatives is eyeing investing around 400 bln rupees in India's clean energy sector over the next four to five years, targetting around 8 gigawatts of projects through its...

IMF lifts growth outlook on more benign tariffs as revived US-China trade war looms

WASHINGTON -The International Monetary Fund edged up its 2025 global growth forecast on Tuesday as tariff shocks and financial conditions have proven more benign than expected, but warned that a...

Volatility builds as AI jockeys with trade

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Wall Street's 'fear gauge' of implied stock market volatility touched its...

Indonesia expects more capital inflows, firmer rupiah as Q4 growth picks up

JAKARTA -Indonesia's Finance Minister Purbaya Yudhi Sadewa said on Tuesday that the rupiah is likely to strengthen in the fourth quarter, with capital inflows set to increase once foreign investors...