markets
The Treasury Steps In: Inside Washington's Bet to Tame 19-Year-High Bond Yields
The 30-year Treasury yield hit its highest level since 2007 before Washington doubled bond buybacks. What it means for stocks and rates.
Section
Markets
Index-level coverage of the US, UK and European equity markets: what moved, why it moved, and whether the move is broad or the work of a handful of names. We favour composition and breadth data over daily narrative.
markets
Wall Street Enters Record-High Territory as Traders Brace for a Pivotal Fed Week
The S&P 500 is at record highs, but retail earnings, FOMC minutes and Jackson Hole this week could decide if the rally holds into September.
markets
European Stocks Are at Record Highs — and It's Not the Names You'd Expect
The FTSE, DAX, CAC 40 and STOXX 600 are all at record highs in 2026, led by chip-equipment stocks rather than luxury or pharma names.
markets
The S&P 500 Is at a Record. Ten Stocks Are Doing Most of the Work.
The S&P 500 and Nasdaq are at record highs, but a handful of AI-linked megacaps drive the gains. What concentration means for US stock investors.
markets
The FTSE 100 Is Cheap for a Reason — and It Still Might Be Too Cheap
UK and European stocks trade at a persistent discount to US equities. What index composition explains, what it doesn't, and where the value sits.
markets
Stocks Near Records Face CPI, Bank Earnings and Iran Risk
With the S&P 500 near records, investors face a crucial week of US CPI data, big-bank earnings and renewed Middle East risk.
markets
Wall Street’s Best Quarter Since 2020 Leaves the Second Half Dependent on AI Earnings and the Fed
The S&P 500 and Nasdaq ended Q2 2026 with their strongest quarter since 2020, leaving AI spending, earnings and Fed policy as the key H2 tests.
markets
Nasdaq Sinks 4.2% as Jobs Shock Revives Fed Hike Fears
The Nasdaq fell 4.2% as a stronger US jobs report pushed Treasury yields higher and revived fears of a Federal Reserve rate hike.