Global financial markets were already fragile. Big AI bets could break them
Financial markets are struggling under the weight of wars, soaring sovereign debt and trade tensions, with signs of trouble showing
November 03, 2026Financial markets are struggling under the weight of wars, soaring sovereign debt and trade tensions, with signs of trouble showing
November 03, 2026Energy markets were blindsided overnight by reports of US military strikes on Iran, cutting across multiple reports on Monday of peace talk mediation that had sent
November 03, 2026The US dollar will slip in coming months according to FX strategists polled by Reuters who have clung to their long-held bearish view running into
November 03, 2026Brazil’s market rout following the reelection of Luiz Inacio Lula da Silva has clouded the prospect of cheaper credit, leaving
November 03, 2026In the Russian capital Moscow, history teacher Polina Ibragimova was shocked when a utility bill arrived that amounted to more than half her monthly pay.
November 03, 2026Australia's central bank raised its cash rate to an 18-year high on Tuesday in its fifth hike of the year, though a surprisingly narrow 6-3 vote
November 03, 2026South Korea's headline inflation slowed in October, government data showed on Tuesday, providing a slight reprieve for central bankers but remaining firmly above target.
November 02, 2026Business demand for bank loans weakened last quarter for the first time in more than a year, a Federal Reserve survey showed on Monday, though banks said some borrowers
November 02, 2026The El Nino weather pattern that could cause a record rise in ocean temperatures in coming months poses a "meaningful risk" of higher US inflation in 2027 even as it
November 02, 2026The US Treasury is widely expected to leave coupon auction sizes unchanged at this week's quarterly refunding announcement, but investors are
November 02, 2026By Bart H.
November 02, 2026Global manufacturing activity remained solid in October but factories are increasingly showing strain from rising energy costs while
November 02, 2026The pound was broadly steady against both the dollar and euro on Monday as investor attention shifted from last week's UK budget to an expected Bank of England rate hike on
November 02, 2026British manufacturers started the final quarter of 2026 with the strongest output growth in more than two years, a survey showed on Monday, although fast-
November 02, 2026Euro zone manufacturing activity growth held up well in October, albeit easing as new order growth slowed and rising costs from energy and supply-chain disruptions squeezed
November 02, 2026The European Central Bank will have to raise interest rates again to prevent high inflation from getting entrenched and markets may be underestimating what is needed to
November 02, 2026Japan has made gradual progress towards anchoring inflation around the central bank's 2% target, the Bank of Japan said in a report on Monday, bolstering the
November 02, 2026The Bank of England is expected to bow to inflation pressure from soaring energy costs and raise interest rates on Thursday, though it may push
November 02, 2026Australian home prices fell for a seventh month in October, with the downturn proving steeper than any in the past four decades, while the heightened risk of another imminent
November 01, 2026By Ann Saphir and Michael S.
October 30, 2026The Federal Reserve needs to raise rates at least two more times to get inflation under control, Dallas Fed President Lorie Logan said on Friday, in some of the most
October 30, 2026The yen was on track for a third consecutive daily gain on Friday after the Bank of Japan left rates unchanged and upgraded its
October 30, 2026Richmond Federal Reserve President Tom Barkin said on Friday that with high inflation and the economy solid, the path of US monetary policy was "
October 30, 2026Syngenta on Friday reported lower sales and profit during the third quarter, as summer heatwaves in Europe hit demand for its crop protection products, and cash-strapped
October 30, 2026Canada's economy stalled in August for the second straight month as increases in the retail, manufacturing and construction sectors were largely offset
October 30, 2026The United States' deteriorating fiscal picture has been a nagging worry for investors, who see no easy solutions however
October 30, 2026Europe’s economy persevered with moderate growth in the third quarter despite higher oil prices from the US-Iran war, as gross domestic product increased by 0.4% over the quarter before
October 30, 2026New data may challenge Federal Reserve Chairman Kevin Warsh's sense that the US economy can handle a robust expansion without stoking inflation, as a
October 30, 2026The European Central Bank may need to raise interest rates further to counter high inflation and prevent it from spiralling into wages, ECB policymakers said on Friday,
October 30, 2026The euro zone economy grew faster than predicted last quarter, displaying exceptional resilience to headwinds from expensive energy, even as surging
October 30, 2026Euro zone inflation is expected to be sharply higher this year and next than earlier predicted, and may only return to the European Central Bank's 2% target in 2028, the
October 30, 2026The Bank of Japan kept interest rates steady on Friday, but declared victory in a nearly 14-year battle to hit its price target and signalled vigilance against
October 30, 2026The Bank of Japan kept interest rates steady on Friday, but declared victory in a nearly 14-year battle to hit its price target and
October 29, 2026Japan's Nikkei share average dropped as much as 3% on Friday, led by chip-related stocks, as concerns mounted over the sustainability of spending to fund the AI boom.
October 30, 2026The Bank of Japan kept interest rates steady on Friday, but revised up its inflation forecast and stressed anew its readiness to continue pushing up borrowing costs to
October 30, 2026The Bank of Japan kept interest rates steady on Friday, but revised up its inflation forecast and stressed anew its readiness to continue pushing up borrowing costs to forestall
October 30, 2026Annual core inflation in Japan's capital well exceeded the central bank's 2% target in October, data showed on Friday, highlighting mounting price pressure
October 29, 2026The big three US stock indices fell on Thursday, despite weaker oil prices, lower bond yields and upbeat economic growth data, as a record fall
October 29, 2026Wall Street equity indexes dipped on Thursday as AI jitters offset some encouraging economic data while Europe's stocks rallied as
October 29, 2026Brazil's surprising reelection of leftist President Luiz Inacio Lula da Silva will have implications for the global flow of commodities from the
October 29, 2026The euro edged higher on Thursday after the European Central Bank kept interest rates unchanged, while the dollar eased against
October 29, 2026US stocks slid on Thursday, with investors reassessing big tech's massive AI spending spree as they digested high-profile earnings and
October 29, 2026The average long-term U.S. mortgage rate declined for the second straight week, falling to its lowest level in more than a month
October 29, 2026Major central banks took a break from interest rate rises this week, but they are by no means done, with energy prices near multi-
October 29, 2026The European Central Bank left interest rates unchanged in a well-telegraphed move on Thursday but clearly hinted at another hike
October 29, 2026The US economy grew at its fastest pace in a year in the third quarter, shrugging off higher oil prices stemming from the conflict in the Middle East
October 29, 2026European Central Bank policymakers expect to increase interest rates in December to fight high, energy-led inflation and then pause as a rise in bond yields is set to
October 29, 2026Last snapshot of the US economy before midterms shows stronger growth but higher inflation
October 29, 2026US stock index futures pared declines slightly on Thursday as investors assessed the latest inflation reading, released a day after the US Federal Reserve kept interest rates
October 29, 2026US inflation accelerated in September as consumers paid more for gasoline and other goods, supporting economists' expectations of an interest rate increase from the
October 29, 2026The European Central Bank left interest rates unchanged in a well-telegraphed move on Thursday, and said inflation risks were on the rise from surging energy costs, which
October 29, 2026European Central Bank President Christine Lagarde said on Thursday she would step down early from her position in order to have the
October 28, 2026There were few fireworks from the Federal Reserve on Wednesday, with two dissenters to the decision to keep rates unchanged, but there were indications of more hikes
October 29, 2026Christine Lagarde's decision to step down early as European Central Bank president ends an eventful seven years at an institution she
October 29, 2026Japanese government bonds (JGBs) were steady on Thursday, a day before the Bank of Japan's monetary policy decision, while strong demand at an auction of 2-year notes
October 29, 2026A look at the day ahead in European and global markets from Wayne Cole.
October 29, 2026US economic growth likely accelerated in the third quarter as resilient consumer spending and AI-driven business investment more than offset the impact
October 29, 2026A voting member on the Bank of Korea's board warned that the recent pace of the won's moves warranted close monitoring, signalling caution over the currency even as the
October 29, 2026The Federal Reserve kept interest rates steady on Wednesday as expected, but it was not able to comfort bond investors
October 29, 2026New Zealand central bank governor Anna Breman said on Thursday chances the bank will hike the official cash rate in December are "high".
October 28, 2026Wall Street rose on Wednesday after the Federal Reserve kept interest rates on hold and as investors focused on key earnings reports.
October 28, 2026By Michael S.
October 28, 2026Global stocks and major Wall Street indexes gained on Wednesday after the Federal Reserve held interest rates steady, as
October 28, 2026Federal Reserve Chairman Kevin Warsh on Wednesday said he is "honored" to lead the central bank's policymakers and said politics
October 28, 2026Federal Reserve Chairman Kevin Warsh said on Wednesday that the US economy is not running too hot despite some demand pressures from the boom in AI investment, adding
October 28, 2026The Federal Reserve held interest rates steady on Wednesday, awaiting further data on the path of inflation, and said it would reduce its policy-meeting schedule starting
October 28, 2026The Federal Reserve held interest rates steady on Wednesday, as expected, opting to delay any changes to borrowing costs until after
October 28, 2026The Federal Reserve kept its key rate unchanged Wednesday at about 3.9% despite stubbornly high inflation, while providing little hint about its next moves
October 27, 2026Fed keeps interest rates unchanged, but two officials dissented in favor of a rate hike
October 28, 2026UK finance minister John Healey offered help on Wednesday to households buffeted by "global economic storms", easing the hit from rising
October 27, 2026U_K_ Treasury chief John Healey has used his first budget statement to offer households and businesses support with their energy bills this winter in the face of what he termed “global economic storms.”
October 28, 2026British inflation is set to average 3.4% in 2027, the country's budget watchdog said on Wednesday following finance
October 28, 2026What to expect from the Fed today
October 28, 2026European banks went some way to easing investor concerns about slowing earnings momentum
October 28, 2026Much of this week's busy event calendar gets packed into the next 24 hours.
October 28, 2026The Federal Reserve is expected to hold interest rates steady on Wednesday, less than a week ahead of critical US midterm elections centered on the cost of living, as
October 28, 2026A look at the day ahead in European and global markets from Rae Wee The shocker in Asia's trading day came from the Reserve Bank of New Zealand, which unexpectedly left rates on hold, sending the kiwi
October 28, 2026MSCI's global equities gauge rose on Tuesday as investors awaited earnings from US technology companies and the Federal Reserve's next policy
October 27, 2026An AI-fueled tech rally sent US stocks to a higher close on Tuesday as third-quarter reporting season gained steam, while the Federal
October 27, 2026The dollar edged higher against major currencies including the euro, yen and sterling on Tuesday amid market positioning ahead of a
October 27, 2026High inflation will persist in the global economy well into next year, according to hundreds of economists polled by Reuters, who are now increasingly concerned that
October 27, 2026Analysts cut their 2026 gold price forecast for a second straight quarter because of high Treasury yields, a strong US dollar and expectations that rates will stay high
October 27, 2026The S&P 500 and the Nasdaq opened higher on Tuesday as easing oil prices supported risk appetite ahead of a raft of key corporate earnings and the Federal Reserve's interest-rate
October 27, 2026Lending in the euro zone continued to grow at a healthy pace in September even as banks tightened access to credit on the back of higher interest rates and geopolitical
October 27, 2026Wall Street considers it settled that the Federal Reserve will hold
October 27, 2026Tech stocks staged a decent rally on Monday, seemingly taking AI darling Anthropic's IPO filing and Meta's additional equity raising plans as a vote of confidence in
October 27, 2026Demand for mortgages in the euro zone fell sharply in three months to September as interest rates rose and credit became harder to get, a European Central Bank poll
October 27, 2026A spike in Treasury yields is forcing US banks to confront an uncomfortable question: sell bonds worth billions of dollars they own at a loss, or hold on to paper losses?
October 27, 2026Japan's core consumer price index, which strips out one-off factors, rose in September at the fastest annual pace in three years, data
October 26, 2026A look at the day ahead in European and global markets from Ankur Banerjee Markets are basking in the afterglow of the blockbuster US IPO filing of Claude-developer Anthropic that has lifted the mood
October 27, 2026Federal Reserve policymakers are likely to keep their key interest rate unchanged Wednesday when they finish what may seem like an uneventful meeting
October 27, 2026The Bank of Japan will likely consider raising interest rates at each upcoming meeting, according to a new book by former bank chief Haruhiko Kuroda, who
October 27, 2026There is a "generational amount of yield" in bond markets and it is time to buy debt, with a return of as much as 8% on offer in the US over the next the year, Bob
October 27, 2026South Korea's economy grew faster than expected in the third quarter as a global AI chip boom boosted exports and investments, advance central bank estimates
October 26, 2026Stocks mostly rose on Monday, lifted by renewed optimism around AI as Anthropic filed for a US IPO and as investors awaited more 'Big Tech'
October 26, 2026Brazil's Finance Minister, Dario Durigan, said in an interview with local news service Broadcast on Monday that the government will pursue a higher effective primary
October 26, 2026Federal Reserve policymakers have telegraphed they will not raise US short-term borrowing costs again this week, but with inflation concerns still front and center,
October 26, 2026Euro zone firms are having a harder time getting credit from their banks just as their finances are squeezed by more expensive fuel and higher costs, a European Central
October 26, 2026Stocks fell on Wall Street as the market came under increasing pressure from rising oil prices
October 23, 2026Major stock indexes ended lower on Friday even as tech shares mostly steadied, while Brent crude oil rose to its highest
October 23, 2026Consumers across party lines are fed up with high gas prices
October 23, 2026The Bank of Canada will raise its overnight rate by 25 basis points to 2.50% on October 28 and follow with one more hike by the end of March to pre-empt any
October 23, 2026US business activity slowed modestly in October, though robust demand allowed companies to raise prices for goods and services, a sign that inflation
October 23, 2026Brazil's IPCA-15 consumer price index rose 0.32% in the month to mid-October, government statistics agency IBGE said on Friday, down from 0.70% in the previous month and
October 23, 2026An eye-catching week is in store as rate-setters at the Federal Reserve, European Central Bank and Bank of Japan announce policy decisions, while investors will gauge whether
October 23, 2026British businesses are having their strongest month for activity since February as new orders grow and AI-related demand picks up, according to a survey published on Friday.
October 23, 2026Growth across the euro zone's private sector slowed to its weakest pace in four months in October, hurt by an energy-driven rise in costs and a renewed
October 23, 2026German home prices hardly rose in the third quarter, according to data released on Friday by the German Economic Institute (IW), as higher interest rates weigh on
October 23, 2026South Korea's economy grew slightly faster in the third quarter than in April to June, as booming semiconductor exports and AI-related investment helped
October 23, 2026The European Central Bank meets on Thursday against a backdrop of upheaval in France and an Iran war that is keeping energy prices
October 23, 2026A once-robust fall calendar for technology IPOs is down to just Anthropic.
October 22, 2026Blackstone President and COO Jon Gray said on Thursday widening credit spreads on AI-related debt tied to certain assets could be a potential opportunity to lock
October 22, 2026The yen was on track for its strongest daily gain in almost a month on Thursday, as investors sought safety amid fragile equity markets, elevated crude
October 22, 2026The number of Americans filing new claims for unemployment benefits dropped to near 57-year lows last week amid low layoffs, suggesting a modest pickup
October 22, 2026The pound edged up on Thursday, as outflows from euro zone assets saw UK stocks, bonds and the currency outperform other markets in the region.
October 22, 2026The Bank of Korea kept its benchmark interest rate unchanged on Thursday but maintained a hawkish stance by upgrading its economic growth
October 22, 2026New Zealand's annual inflation slowed in the third quarter, coming in below analysts' forecasts at 3.7%, but remained above the top end of the central
October 21, 2026The shock of oil prices at a five-month high of $110 a barrel and gas prices in Asia and Europe hitting their highest levels since
October 21, 2026Buoyant AI sentiment on the back of quarterly results from SpaceX and Super Micro Computer lifted Wall Street on Wednesday, as relatively calm
October 21, 2026U.S. stocks climbed following strong profit reports from SpaceX, Capital One Financial and other big companies
October 21, 2026The US dollar index dipped on Wednesday as traders weighed renewed oil-driven inflation risks and waited for next week's Federal Reserve meeting, while
October 21, 2026Members of India's rate-setting panel indicated that further rate hikes may be needed to curb inflation but stopped short of endorsing an aggressive tightening cycle over
October 21, 2026By Michael S.
October 21, 2026The Bank of Israel left short-term interest rates unchanged at 3.25% on Wednesday, opting to hold ahead of the country's election next week and amid
October 21, 2026