Analysis: Interest Rates

London showdown

What matters in U.S. and global markets today I'm excited to announce that I'm now part of Reuters Open Interest , an essential new source for data-driven, expert commentary on market...

Japanese investors sell most German bonds since 2014 in April

LONDON -Japanese investors launched their largest monthly sell-off of German bonds in over a decade in April, data showed on Monday, a month after Germany's borrowing costs shot up in reaction to a...

Rates: Mixed data

While the eurozone has just cut interest rates by 25 basis points for the eighth consecutive time, the US is grappling with conflicting economic data. Doubts therefore remain about the Federal...

When pegs fly: Trump-induced turbulence hits Hong Kong dollar, interest rates

SINGAPORE/HONG KONG -U.S. President Donald Trump's erratic policies are rattling a currency peg that has withstood the test of time and is seen as an anchor for China and Asia. The Hong...

German exports, industrial output dip as pre-tariff boost ends

BERLIN -German exports and industrial output fell more than expected in April as demand from the United States decreased following months of strong purchases in anticipation of U.S. tariffs, official...

India bets on growth with steepest rate cut in five years

MUMBAI -The Reserve Bank of India cut its key repo rate by a larger-than-expected 50 basis points on Friday and slashed the reserve ratio for banks as low inflation gave policymakers room to focus...

Citadel Securities' Esposito says US deficit is a 'ticking time bomb'

NEW YORK -The U.S. government's growing debt pile is a ticking time bomb and how the Trump administration reacts to this crisis is going to be super important, Citadel Securities President Jim...

India services sector growth steady in May as demand remains strong, PMI shows

BENGALURU -India's dominant services sector maintained its robust growth in May, fueled by strong export demand and record hiring, although price pressures intensified, a survey showed on Wednesday. ...

India cenbank may deliver third straight rate cut as inflation undershoots

India's central bank is widely expected to deliver a third consecutive rate cut on Friday as muted inflation provides ample space to focus on boosting economic growth further. A strong...

Singapore hedge fund Arrowpoint capitalised on May market turmoil

HONG KONG -Singapore's multi-strategy hedge fund Arrowpoint Investment Partners has made gains by exploiting market dislocations triggered by global trade tariff shocks and sees more arbitrage...

G7 debt is now a pressure point for anxious markets

LONDON -Surging government debt levels are becoming a pressure point for big economies and bond investors have their sights on those not doing enough to improve their finances. A...

Rates: Sleight of hand

In response to Japan's difficulties in placing its debt, the government has come up with a solution: limit long-term auctions and focus on short maturities. Behind this sleight of hand, which...

Tariffs return along with capital tax fears

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Financial Industry and Financial Markets This week's U.S. tariff whiplash has left financial...

China's central bank injects 700 billion yuan of outright reverse repos in May

SHANGHAI -China's central bank has injected 700 billion yuan into its banking system during May through an outright reverse repurchase tool, the bank said on Friday. The operations,...

Stocks finish lower but notch strong monthly gain despite tariff worries

NEW YORK -Global stocks finished down on Friday but notched a weekly gain and the biggest monthly increase since late 2023, despite markets having been roiled by uncertainty over the Trump...

Global government issuance of US dollar debt tumbling in 2025, data shows

Governments in Asia and Europe are raising far less debt in U.S. dollars than usual, preferring to issue at home as they avoid exposure to rising U.S. yields, currency volatility and broader concerns...

Indian companies rush to sell short-term debt as RBI monetary boost lowers rates

MUMBAI -Indian firms have stepped up short-term bond sales with issues worth around 270 billion rupees lined up through Thursday as the Reserve Bank of India's rate cuts and hefty liquidity...

Japan's quick-fix for bond markets sets a global test case

SINGAPORE/NEW YORK -Japan, one of the world's most indebted developed economies, this week also turned into a saviour of sorts for its own bond market and globally. When Reuters...

Demand at 40-year JGB auction sinks to lowest since July

TOKYO -Demand at an auction of 40-year Japanese government bonds on Wednesday fell to the lowest since July, amid a selloff in so-called super-long debt this month. A measure of demand...