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Latest episodes

• AI runs hot

  October 6, 2026 · 10 min

  Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and rising Japanese yields raise the prospect of investors bringing money home from…

• French connection

  October 5, 2026 · 12 min

  France's risk premium blows out to 15-year highs as fractious budget politics in Paris and an approaching presidential election rattle European debt markets. Meanwhile, a soft September payrolls print steadies US Treasuries, and a snap…

• Jobs on the line

  October 2, 2026 · 8 min

  Markets look to US job data for the next clue on a possible October Fed rate hike. Nike plans more job cuts as its turnaround stalls. And US President Donald Trump pressures Europe to release diesel reserves as he keeps a US export ban on…

• The return of the bond vigilantes?

  October 1, 2026 · 10 min

  Treasury yields surge again as the bond selloff takes on a life of its own, despite softer inflation and lower oil prices. Micron's earnings beat lifts global chip stocks on continued AI demand. And UK Prime Minister Andy Burnham opens the…

• The bond hangover

  September 30, 2026 · 9 min

  New York Fed President John Williams cools expectations for an October rate hike, saying there's no urgency to move again. Treasury yields end a bruising quarter higher as investors rethink the path of rates. And weak consumer confidence…

• AI, at your own risk

  September 29, 2026 · 9 min

  Anthropic warns investors about potentially catastrophic AI risks as it prepares for an IPO that could value more than $2 trillion. Nvidia announces a record-breaking buyback plan. Plus Australia raises rates for the fourth time this year…

• Fresh tremors

  September 28, 2026 · 8 min

  A shaky Treasury auction sends fresh tremors through the bond market. Oil pushes above $100 a barrel as tensions in the Middle East persist. And Federal Reserve officials speak on Monday as traders watch for signs of further rate…

• Yields hit home

  September 25, 2026 · 9 min

  The global bond selloff pushes US 30-year yields to their highest in more than two decades, driving mortgage rates about 7% and squeezing borrowers. Reports of a phased US-Iran deal offer some hope that the Strait of Hormuz could reopen…