Japan's 30-year yield hits an all-time high as US 10-year yields rise for a seventh month
The long end of global debt is breaking records again. On Friday, 25 September, the 10-year JGB yield held near 3.07% - the highest since August 1996 - while…
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Goldman Sachs is selling clients a bet on French debt. It is not forecasting a Greek-style 2027
Last week a story crossed the market that sounds louder than it is. Bloomberg reported that Goldman Sachs and Deutsche Bank now offer clients "baskets" of…
Ineos shuts Europe's last acetyls plants. What it means for inflation, the FTSE 100 and the pound
On 22 September Ineos idled all three plants at its Hull site - Europe's last world-scale acetyls units. Two have already stopped; the third follows within…
OECD: Japan heads to 2%, the West makes a final move, and Britain may not need to hike at all
On 23 September the OECD published its Interim Economic Outlook and warned that global inflation will run faster than previously expected in 2027, forcing…
Britain: a millionaire leaves every half hour, and the model behind it keeps running
Numbers keep circulating online: a millionaire leaves the UK every 30 minutes, a non-working immigrant arrives every minute, and the white British share of…
U.S. debt passed $40 trillion: what the milestone measures
U.S. federal debt did cross $40 trillion for the first time, but the event is not new today. The Treasury's daily series shows $39.987 trillion on August 17,…
China's Treasury holdings hit a 2008 low amid sanctions and tariff tensions
U.S. Treasury data put securities attributed to mainland China at $618 billion at the end of July 2026, down from $633.4 billion in June. That is the lowest…
A record expiration and record volumes: what history shows
Today, 18 September, is the quarterly triple witching: index futures, index options and single-stock options all expire on the same day. Citadel Securities…
A record options expiration: bears expect a crash, but history tells another story
Today, 18 September, is the quarterly triple witching: index futures, index options and single-stock options all expire on the same day. Citadel Securities…
The US inflation peak is still ahead, and the 10-year yield already hints at a correction
On 16 September the Fed raised its policy rate by 25 basis points to 3.75-4.00%. It was the first hike since July 2023 and the market had seen it coming, with…
Japan's 10-year JGB yield tops 3% for the first time in 30 years. The era of zero rates is ending
On Tuesday, September 15, the yield on 10-year Japanese government bonds reached 3.04%, according to Trading Economics, with a close of 3.041%…
UK 30-year gilt yield at its highest since 1998. The G7's costliest debt
On Tuesday, September 15, the yield on 30-year UK gilts sits near 5.93% - the highest since 1998, according to Trading Economics. It touched 5.96% intraday…