No margin for error: US equities yield little more than Treasuries
Mind the spread: French bonds now trade wider than the PIIGS
Real yields reach 15-year highs: can US equity valuations withstand it?
Credit spreads are tightening – but AI leaders are bucking the trend
Market leadership reverses as crowded themes unwind
Foreign buyers continue to snap up UK companies
Hormuz stabilises: shipping lanes recover despite ongoing tensions
The biggest quarterly Semiconductor rally in more than 30 years