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The consensus forecast is a mild US recession with bonds becoming more attractive
Soft US inflation data has convinced the market that the Fed will not lift its borrowing benchmark next month
The change in circumstances is dramatic after decades of triumphalist money making
Investors appear to be hoping that if recession does strike the US early next year, the Fed will relent on interest rates
Bankers and investors are wondering when something will snap
Rising interest rates rather than geopolitics dominate market worries
Active fund managers look to stocks more resilient in the face of a rising cost of money
Rise in bond yields means there are more alternatives to betting on the fortunes of the Magnificent Seven tech giants
After a series of false dawns, investors sense a long-awaited shift in the Tokyo market
The UK’s gift to the world one year ago was to give a technicolour example of what to avoid
Not even the ECB’s increase in interest rates to a record this week could support the currency
Suddenly investors are finding it easier to rattle off reasons for caution
Regulators should flag risks when companies have small amount of shares available to trade
The assumption that there is a good governance model for who gets to make decisions on money is flawed
Country’s biggest ever buyout of the troubled conglomerate could prove a strong catalyst for buying after summer dip
In 2023, US equities have wiped the floor relative to the government IOUs
It might be more difficult to make money from risky assets than it was in the 2010s
It might not be a fancy strategy, but the markets mean relaxing on the sun lounger is the wise thing to do
Economic prospects look bleak but tamer inflation data has made a difference
Lighter inflation makes life awkward for the pessimists
The frequency of price cuts by companies for consumers will be a key metric for markets to gauge interest rate peaks
Attractive yields make the case for building a savings pot for future bargains
Mantra of ‘There Is No Alternative to equities’ fades as fixed income rises in popularity
Never underestimate how far fund managers will go to avoid looking daft in front of their boss
Reforms after the financial crisis have increased sudden demands for collateral
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