Thursday , 18 December 2025

Recent Posts

Economists fall out of favour in a negative-rate test case

Bloomberg In the country that’s had negative interest rates longer than anywhere else on Earth, economists are going through a bit of a rough patch. Since Denmark introduced subzero rates in mid-2012, citizens have struggled to get their heads around a world in which savers are punished, borrowers are rewarded and the basic laws of risk-return feel like ancient mythology. …

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‘Valuation cases’ wanted for a red-hot rally in equities

Bloomberg Stack up US equities next to almost anything that is used to measure value right now, and the picture can elicit anxiety. Up 13 of the past 15 weeks, the S&P 500 is trading at historically high levels versus earnings, expected profits and sales. Does that mean there’s no way to justify putting more money into a market where …

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Currency volatility dips to its lowest level ever

Bloomberg Stocks may be grabbing most of the headlines, but equities aren’t the only asset class in uncharted territory. Global currency volatility has dropped to the lowest level ever recorded. After the US and China put pen to paper on a trade deal that reaffirmed an agreement not to devalue their currencies, the JPMorgan Global FX Volatility Index is trading …

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