World
Central banks, currencies and economies beyond the U.S.: China, Japan, Europe, Britain, India and the oil states.
Lunar New Year: China's stock market can't escape falling prices
Price deflation depresses earnings
China's prices are falling. Its currency could be next
Strong-side CNY fixings resist depreciation
Is Japan about to loosen its grip on bonds?
Band flexibility raises JGB term premium
Why British homeowners feel rate rises faster than anyone
Short fixed terms transmit rates fast
Germany's bond shortage is finally easing
Collateral scarcity drives Bund swap spreads
Japan surprises everyone, and bonds everywhere feel it
YCC band widening releases JGB repatriation
China reopens, and the world gets a new inflation problem
Commodity demand rebound vs goods disinflation
Diwali: India's gold habit is weighing on the rupee
Festive gold imports widen current-account deficit
The Bank of England takes away the safety net
Backstop expiry tests market-clearing price
Japan is fighting the dollar. The dollar is winning
Sterilised intervention vs carry differential
Britain learns the price of a budget nobody believed
Unfunded tax cuts reprice sovereign risk premium
How Britain's pension funds nearly broke the bond market
Leveraged liability hedges force gilt sales into falling market