British government bonds are set for their worst week since the early days of the Iran war, undermined by a simmering political crisis within the ruling Labour Party and expectations of higher interest rates this year.
British government bonds are set for their worst week since the early days of the Iran war, undermined by a simmering political crisis within the ruling Labour Party and expectations of higher interest rates this year.
A visitor enters the headquarters of HM Treasury in the Westminster district of London, UK, on Thursday, Jan. 9, 2025. The pound dropped to a more than one-year low, stocks fell and gilts extended a fourth day of losses on concern the Labour government will struggle to keep the deficit in check as borrowing costs surge.
The euro is the second-best G-10 performer against the dollar over the past month, defying expectations that the energy shock caused by the Middle East war would hit Europe’s economy and drag the currency lower.
The euro is the second-best G-10 performer against the dollar over the past month, defying expectations that the energy shock caused by the Middle East war would hit Europe’s economy and drag the currency lower.
Markets’ mispricing of European Central Bank interest-rate hikes is creating an opportunity to buy shorter-dated euro-area bonds, according to BlackRock Inc.
Markets’ mispricing of European Central Bank interest-rate hikes is creating an opportunity to buy shorter-dated euro-area bonds, according to BlackRock Inc.
The appeal of UK bonds is being put to the test by surging volatility, with money managers warning that one of the most popular trades in recent months now requires nerves of steel.
The appeal of UK bonds is being put to the test by surging volatility, with money managers warning that one of the most popular trades in recent months now requires nerves of steel.
The gilt market has become more prone to wild swings due to concerns around the nation’s fiscal outlook.
Sticky inflation will force the European Central Bank to lift interest rates twice in the coming months, even if a ceasefire deal between the US and Iran holds, according to Vanguard Asset Management Ltd.’s Ales Koutny.
Sticky inflation will force the European Central Bank to lift interest rates twice in the coming months, even if a ceasefire deal between the US and Iran holds, according to Vanguard Asset Management Ltd.’s Ales Koutny.
President Donald Trump’s latest deadline for Iran to agree to a deal is just hours away, and investors are once again finding themselves forced to prepare for a range of possible outcomes.
President Donald Trump’s latest deadline for Iran to agree to a deal is just hours away, and investors are once again finding themselves forced to prepare for a range of possible outcomes.
Weeks of volatility sparked by Trump’s shifting positions have left traders frustrated and uncertain about the path forward.
President Donald Trump’s latest deadline for Iran to agree to a deal is just hours away, and investors are once again finding themselves forced to prepare for a range of possible outcomes.
President Donald Trump’s latest deadline for Iran to agree to a deal is just hours away, and investors are once again finding themselves forced to prepare for a range of possible outcomes.
Weeks of volatility sparked by Trump’s shifting positions have left traders frustrated and uncertain about the path forward.
A BlackRock Inc. fund has added to bearish positions on German bonds, betting that a “pretty large inflation uptick” across Europe will push borrowing costs back above the 15-year highs reached last week.
A BlackRock Inc. fund has added to bearish positions on German bonds, betting that a “pretty large inflation uptick” across Europe will push borrowing costs back above the 15-year highs reached last week.
Jordan Rochester earned the nickname “Mr. Brexit” for his prodigious market insights on the UK’s split from the European Union. Almost a decade later, his quick thinking as hostilities erupted in the Middle East has spurred another slew of profitable trading ideas.
Jordan Rochester earned the nickname “Mr. Brexit” for his prodigious market insights on the UK’s split from the European Union. Almost a decade later, his quick thinking as hostilities erupted in the Middle East has spurred another slew of profitable trading ideas.
A US fighter jet prepares to launch from the USS Abraham Lincoln aircraft carrier, on March 21.
Bond managers are doubling down on bets that central banks’ monetary policy will diverge, even as the inflation fear unleashed by the war in Iran boosts the case for higher interest rates.
Bond managers are doubling down on bets that central banks’ monetary policy will diverge, even as the inflation fear unleashed by the war in Iran boosts the case for higher interest rates.
Crude oil futures charts on the floor at the New York Stock Exchange (NYSE) in New York, US, on Monday, March 9, 2026. The war in the Middle East sparked fresh turmoil in global markets as oil smashed through $100 a barrel, spurring losses in stocks and bonds. Photographer: Michael Nagle/Bloomberg
UBS Asset Management is betting the market has gotten too far ahead of itself positioning for interest-rate hikes by the Bank of England and the European Central Bank.
UBS Asset Management is betting the market has gotten too far ahead of itself positioning for interest-rate hikes by the Bank of England and the European Central Bank.
A dramatic selloff in the UK’s bonds since conflict broke out in the Middle East is a buying opportunity for a handful of investors willing to brave the volatility.
A dramatic selloff in the UK’s bonds since conflict broke out in the Middle East is a buying opportunity for a handful of investors willing to brave the volatility.
Investors betting on a hawkish response to rising oil prices could be misreading the Federal Reserve, according to Bank of America Corp., which warns that supply shocks can also result in periods of stable interest rates and even deep cuts.
Investors betting on a hawkish response to rising oil prices could be misreading the Federal Reserve, according to Bank of America Corp., which warns that supply shocks can also result in periods of stable interest rates and even deep cuts.
Until the conflict with Iran broke out, President Donald Trump was getting — by design or by chance — what he appeared to want in three pivotal financial markets: lower oil prices and Treasury yields, and a weaker dollar.
Until the conflict with Iran broke out, President Donald Trump was getting — by design or by chance — what he appeared to want in three pivotal financial markets: lower oil prices and Treasury yields, and a weaker dollar.
A sign displays gas prices in Crockett, California on March 2.
Until the conflict with Iran broke out, President Donald Trump was getting — by design or by chance — what he appeared to want in three pivotal financial markets: lower oil prices and Treasury yields, and a weaker dollar.
Until the conflict with Iran broke out, President Donald Trump was getting — by design or by chance — what he appeared to want in three pivotal financial markets: lower oil prices and Treasury yields, and a weaker dollar.
A sign displays gas prices in Crockett, California on March 2.
The US-Israeli war on Iran is rekindling inflation concerns across financial markets, sapping the outlook for global bonds that had just posted their best start to a year since the pandemic.
The US-Israeli war on Iran is rekindling inflation concerns across financial markets, sapping the outlook for global bonds that had just posted their best start to a year since the pandemic.
TEHRAN, IRAN - MARCH 2: The aftermath of Israeli and U.S. airstrikes is seen at Nilufar Square in the heart of the Iranian capital Tehran on March 2, 2026. Several buildings sustained heavy damage and were rendered unusable following the bombardment in central Tehran. (Photo by Fatemeh Bahrami/Anadolu via Getty Images)
Allianz Global Investors is considering purchasing dollars after months betting against the US currency as the war in the Middle East revives its status as a haven asset.
Allianz Global Investors is considering purchasing dollars after months betting against the US currency as the war in the Middle East revives its status as a haven asset.
The Swiss National Bank said it stands ready to intervene in currency markets, hardening its tone on foreign exchange to respond to reverberations from the Iran crisis.
The Swiss National Bank said it stands ready to intervene in currency markets, hardening its tone on foreign exchange to respond to reverberations from the Iran crisis.
The Swiss National Bank said it stands ready to intervene in currency markets, hardening its tone on foreign exchange to respond to reverberations from the Iran crisis.
The Swiss National Bank said it stands ready to intervene in currency markets, hardening its tone on foreign exchange to respond to reverberations from the Iran crisis.
Europe’s biggest asset manager is warming to Japanese government bonds for the first time in three decades, joining a growing group of foreign investors taking a long-term bullish view on the nation’s debt.
Europe’s biggest asset manager is warming to Japanese government bonds for the first time in three decades, joining a growing group of foreign investors taking a long-term bullish view on the nation’s debt.
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