John Authers - Bloomberg

UK Aims to Learn From Big Tech’s Battles With EU Regulators With Own Tailored Regime

Cool, Britannia! The FTSE Finally Muddles Through

After getting past all the caveats about decline, it’s been a good run for the UK’s benchmark. Rolls-Royce had a lot to do with it.

Seder Table for Jewish Hostages in London

Opinion

Four Financial Questions for Passover

Looking at assumptions on war in the Middle East, the US economy’s resistance to rates, risk to Magnificent Seven outperformance, and gold’s rising price.

Markets

Another Shock From the Middle East for Markets

The revenge cycle shows no sign of letting up. Now, Tehran will weigh the level of escalation.

Trading In The Volatility Index Pit At The Cboe As VIX Index Tumbles

Markets

Investors Are on a Sentimental Journey — to Where?

Shifting views on economic landings may have thwarted the drop in inflation, while watching the ‘dumb money’ could be a smart move.

Malaysia on Brink of Intervention as Ringgit Nears Threshold

Markets

Higher-for-Longer Is Pushing Dollar Power to Limit

Powell makes clear that the Fed won’t cut soon. The dollar is turning the screws, and markets and other central banks can’t keep up.

Markets

Remember ‘There Is No Alternative?’ Now There Is

Rates rising to a level not seen in a generation undercut the easy allocation to shares. Alan Greenspan’s Fed Model is reappearing.

Markets

Escaping the Aeschylus Trap in the Middle East

Markets and the world need Israel and Iran to break the cycle of vengeance — and so do they. The blueprint lies in Greek tragedy.

European Central Bank President Christine Lagarde Rates Decision News Conference

Markets

Lagarde Declares Independence From the Fed

Pencil in an ECB rate cut for June as the post-pandemic economies on both sides of the Atlantic diverge.

Markets

When Even the Fed’s Favorite Metric Stops Falling

The scramble to adjust to a reality where the US can’t cut and other central banks are under pressure to is on.

Gas Stations As Oil Hits $85 for First Time Since October

Markets

People Are Angry to the 'Anti-Core' Over Inflation

The pessimism of small business owners and the aftermath of the huge spike in food and fuel prices will linger long after March CPI.

Reading Market Ahead Of US Consumer Price Index (CPI) Figures

Markets

Food Prices Are Up. What Else Is New?

Still, it’s a stretch to think Biden can do much about them when no president before him could, either. Plus: Blackstone and REITS; China demand

Daily Life As Lockdown Dims South Africa’s Economic Outlook

Markets

The World Is Flat for Interest Rates

Slow and steady does it for the Fed’s descent, as market expectations have fallen to two cuts this year. Plus: Gaza’s six months of upheaval.

Multiple Storms Batter California With Flooding Rains

Markets

How Seriously You Should Take the Market Pullback

Stocks were due for a retreat, but don’t read too much into it. And view non-farm payrolls with some caution.

Oakland A's Attendance Dwindles To Historic Lows

Markets

Powell’s Familiar Tune Is Music to the Market’s Ears

Investors think they are at last on the same page as Jay Powell and the Federal Reserve.

Stocks Bounce in Final Stretch of Stellar Quarter

Markets

Markets Are Seeing a Cyclical Recovery. Forget Landing.

The economy is gaining altitude, and investor reaction should be good for value over growth, and stocks over bonds.

Jerome Powell Speaks At Federal Reserve Bank Of San Francisco

Markets

A Higher-for-Longer Good Friday From the Fed

Powell makes it clear he’s in no rush to cut rates, markets believe him, and that’s not bad with an economy this strong

Boxing In London - Joshua Buatsi v Dan Azeez

Markets

Why Stock Market Bears Have Thrown in the Towel

Belief in a hard landing in the US is over. Doubters may now predict a soft one, but markets are positioned for no landing at all.

Baltimore Bridge Collapses After Ship Rams Into Overpass

Markets

Baltimore’s Tragedy Is a Sad Reminder: Infrastructure Matters

We need a better plan to invest in big projects. Plus: Cocoa crunch in West Africa.

Economics

The Great Rates Descent Will Be Nasty, Brutish and Long

In a new monthly project, Points of Return will track the world’s perilous journey out of the most far-reaching inflation and interest-rates turmoil in decades.

Markets

Coming Down the Mountain Needs a Guide. We Don’t Have One

The perilous descent from high rates and inflation is a challenge everywhere. The world’s central banks aren’t coordinating enough.