Global Investing

A big dose of luck, and a distinctly odd character

Economist Nouriel Roubini says higher yields could signal stronger growth, not fiscal crisis, if driven by AI investment rather than inflation.

Global investors want alternatives to Wall Street, but rival markets lack the scale to absorb a major shift

US bond weakness exposes growing concerns over Fed policy, AI optimism and America’s fiscal outlook.

Lies, damned lies and stock markets