Market Talk

Politics, emerging markets and gold – Market Talk

Why doesn’t it feel like a bull market? Market Talk

Government debt and the uncertainty premium – Market Talk

Interest rate expectations, US data revision and AI earnings – Market Talk

Where next for AI stocks? Market Talk

Middle East conflict, inflation and interest rates – Market Talk

As above, so below: The case for crossover private credit

L&G explains: What does the term ‘money market fund’ actually mean?

US tariffs, the Hong Kong dollar and UK inflation – Market Talk

What’s driving the recovery? Market Talk

Where next for US assets? Market Talk

Germany’s debt brake, Chinese tech and political polarisation – Market Talk

US tariffs, BoE cut and European equity rally – Market Talk

What’s going on in government bonds? Market Talk

Political drama, interest rates and fallible forecasts – Market Talk

Dollar dominance deconstructed – Market Talk

China rally, US jobs and Japan’s new PM – Market Talk

Volatility, dis-inversion and the path of rates – Market Talk

US elections, equity rotation, and a major celebration – Market Talk

US consumption, equity and credit divergence and copper – Market Talk