TOKYO—Japan’s finance ministry plans to boost government bond issuance by $75 billion to fund an economic stimulus package, potentially stoking concerns about the nation’s fiscal health. Prime Minister…
Read more Japan Plans Extra Bond Issuance That May Fuel Fiscal FearsBritain’s stock and bond markets flopped Friday morning on new evidence that the country’s Labour Party leadership doesn’t have a clue what to do about the economy or…
Read more Opinion | British Labour’s Fiscal MessArgentina’s stocks, bonds and currency surged Monday after the country’s midterm elections delivered a surprising mandate for President Javier Milei to press ahead with his free-market economic overhauls.…
Read more Argentina’s Bonds, Stocks, Currency Rally After Milei VictoryAs the U.S. Federal Reserve’s three-year reign in the headlines potentially comes to an end, an analysis of this year’s market themes can offer valuable insights for predicting…
Read more How to navigate market risk from interest rates, the economy and politics in 2024The notion that the Federal Reserve will soon slow, or perhaps even end, its program of quantitative tightening is increasingly being talked about on Wall Street like a…
Read more 3 things to know about how the Fed might roll back quantitative tighteningDistressed-debt giant Oaktree Capital sees big opportunities in credit unfolding over the next few years as a wall of debt comes due. Oaktree’s incoming co-chief executives Armen Panossian,…
Read more Oaktree Capital calls commercial real estate ‘most acute area of risk’ right nowThe former bond king doesn’t like the fixed-income security that’s the lynchpin of the financial world. Bill Gross, the retired fund manager and co-founder of Pacific Investment Management,…
Read more The former bond king, Bill Gross, says 10-year Treasury is ‘overvalued’Stock investors have gotten off to a wobbly start to the new year, hobbled by shifting expectations on the timing and extent of Federal Reserve interest-rate cuts in…
Read more Why stock-market investors will remain at mercy of shifting rate-cut expectations after wobbly start to 2024The numbers: A closely watched index that measures U.S. manufacturing activity rose by 0.7 percentage point to 47.4 in December, according to the Institute for Supply Management on Wednesday.…
Read more U.S. manufacturing sector shrinks for 14th straight month in DecemberThe traditional portfolio of stocks and bonds has been on a tear over the past two months as the S&P 500 nears a record high, but it’s the…
Read more 60-40 mix of stocks, bonds on verge of historic gains ‘after being written off'U.S. bond yields fell on Wednesday as investors continued to bet inflation will ease and the Federal Reserve will cut interest rates in 2024, with rates extending their…
Read more 10-year Treasury yield drops toward 3.8% after market absorbs sale of 5-year notesInside the $26 trillion Treasury market, perhaps the deepest and most liquid place for government debt in the world, a particular trade continues to draw scrutiny ahead of…
Read more Why this Treasury market trade continues to draw scrutinySpeculation that the 60-40 portfolio may have outlived its usefulness has been rife on Wall Street after two years of lackluster performance. But as the yield on the…
Read more Why the 60-40 portfolio is poised to make a comeback in 2024Yields on 3-month BX:TMUBMUSD03M and 6-month BX:TMUBMUSD06M Treasury bills have been seeing yields north of 5% since March when Silicon Valley Bank’s collapse ignited fears of a broader…
Read more Fed could be the Grinch who 'stole' cash earning 5%. What a Powell pivot means for investors.U.S. stocks closed mostly higher Friday, with major U.S. equity indexes booking a seventh straight week in the green in the wake of the Federal Reserve’s policy meeting.…
Read more Dow nabs 3rd straight record close, S&P has longest weekly win streak in 6 yearsFederal Reserve Chairman Jerome Powell startled economists with a press conference Wednesday that was viewed as much more dovish than expected. It was “12 doves a-leaping,” said Michael…
Read more Powell surprises with dovish turn; economists mull how many Fed rate cuts in '24It has been a record day for 10% of the S&P 500. A group of 51 stocks in the benchmark equity index swept to record finishes on Tuesday,…
Read more S&P 500's year-end rally lifts 51 stocks to a record closeU.S. stocks opened mixed on Tuesday as investors weighed a reading on inflation that was largely in line with economists’ forecasts. The Dow Jones Industrial Average DJIA, +0.35%…
Read more U.S. stocks open mixed as investors weigh fresh data on inflationThe rally lifting U.S. stocks to fresh 2023 highs in the year’s home stretch could be at risk if the Federal Reserve on Wednesday crushes expectations for interest-rate…
Read more This week's Fed meeting could slam brakes on year-end stock rallyU.S. stocks closed higher on Friday, shaking off earlier weakness after a strong monthly jobs report, to clinch a sixth straight week in a row of gains. The…
Read more S&P 500 ends at 2023 high, books longest weekly win streak in 4 years
