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Market news

Bad correlation redux

25/09/2023 8:09 - Diversification after the bond rally ...

Ark lands in Europe

25/09/2023 8:09 - Plus, lessons from LDI, hedge funds unwind bets against gilts, and Wigtown Book Festival ...

FirstFT: Russia avoids G7 sanctions on most of its oil exports

25/09/2023 7:09 - Also in today’s newsletter, BoE to delay some Basel III rules and Bundesbank faces job cuts ...

Axel Weber joins advisory board of Raisin as deposits soar to €50bn

25/09/2023 7:09 - Former UBS chair and Bundesbank president to take on role at German fintech in December ...

The government must not make the Pensions Regulator a lame duck

25/09/2023 7:09 - Politicians should not forget that we all have a stake in a functioning pensions market ...

Solar supply chains must diversify away from China, warns EDP

25/09/2023 7:09 - Energy company turns to alternative supply sources after US import legislation causes delays ...

South American leaders issue ultimatum on EU trade pact

25/09/2023 7:09 - Paraguay’s president says Mercosur will end talks with Brussels if deal is not finalised by December 6 ...

Models can mislead us on the impact of global trade

25/09/2023 7:09 - Predictions are only as good as the assumptions on which they depend ...

Western companies take slow steps towards China ‘de-risking’

25/09/2023 7:09 - Most strategies are focusing on ways to insulate China operations rather than reduce them ...

The US is on the brink of a new growth cycle

25/09/2023 7:09 - There are reasons to believe the economy is primed to deliver robust and durable expansion over the longer term ...


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