Japan’s benchmark 10-year government bond yield crossed 3% for the first time since 1996, while the UK 10-year gilt reached 5.2501% and the 30-year gilt 5.8909%. In the US, the 10-year Treasury moved toward 4.8% and the 30-year remained close to 5.3%. The global long end has therefore broken higher just one week before a
Brent crude climbed to $95.68 a barrel on 2 September as renewed US-Iran strikes raised the risk of another deterioration in traffic through the Strait of Hormuz, according to Reuters. A separate Wall Street Journal market snapshot put Brent at $95.62, leaving the two live readings six cents apart. The important move is no longer
Why Are Major Banks Building A Joint Stablecoin? A group of 21 major financial institutions plans to establish a new company to develop and issue stablecoins, bringing some of the world’s largest banks and investment firms into a shared digital money project.The consortium includes Bank of America, Goldman Sachs, Citi, Deutsche Bank, UBS, Santander, MUFG
The Cboe Volatility Index stood at 14.92 at the 31 August 2026 close. That is a low-volatility reading: it sits near the bottom of Cboe’s 52-week range of 13.38 to 35.30 and below the index’s long-run norms.For an FX or metals trader, that number is useful but narrow. The VIX measures the price of expected
The $16.68 billion child-safety settlement that dominated Meta Platforms headlines in late August is the cheapest number on the company’s page, and the market spent the month re-pricing the wrong liability. Reuters reported on 26 August 2026 that Meta will pay up to $18bn over the next decade — maximum payments of about $16.7bn to
The consensus story about Samsung Electronics is that you buy it for the memory supercycle. That story is incomplete, and the part everyone is missing is not in the earnings headline — it is in the cash-flow appendix. Samsung’s FY2024–2026 shareholder return policy commits the company to returning 50% of free cash flow, and that
Palantir is not an AI infrastructure company, and almost every valuation argument made about it — bullish and bearish — quietly assumes it is. Here is the number that settles it: in the June 2026 quarter Palantir spent $14.55m on capital expenditure. Microsoft spent $35.80bn in the same three months. That is 2,461 times more
Microsoft is not an expensive stock that got more expensive. Over the past 52 weeks MSFT has returned 1.34% while fiscal 2026 revenue grew 17.7% and diluted EPS grew roughly 25% — the multiple did the falling, not the business. That is the first thing to understand about any Microsoft MSFT stock prediction made at
Markets await Federal Reserve Chair Warsh’s Jackson Hole speech, US Nonfarm Payrolls benchmark revisions, and sticky inflation data.Federal Reserve Chair Kevin Warsh’s Jackson Hole Debut and Policy UncertaintyFinancial markets are intensely fixated on Federal Reserve Chair Kevin Warsh’s highly anticipated debut speech at the annual Jackson Hole Symposium. This address arrives at a critical juncture,
The interesting thing about Apple’s next fortnight is not the foldable. On 1 September John Ternus becomes chief executive, ending the longest and most lucrative CEO tenure in corporate history, and on 9 September he walks onto the stage at the Steve Jobs Theater to launch a new product category. Apple closed 28 August at