The euro’s recent rally reflects a shift away from traditional rate-driven narratives, as tariff risks and U.S. macro shocks eclipse interest-rate differentials.
Portfolio trading has surged in the US Investment Grade markets over the past five years. This analysis explores its effectiveness, pricing outcomes versus traditional trading, and how bond characteristics impact results.
Gold’s strong outperformance of crude oil and most risk assets in 2025 may signal limits to U.S. stock-market wealth creation—or will the S&P 500 once again lift all boats?
Tencent and Alibaba lead China’s AI software sector, outpacing Baidu as DeepSeek enables tech development and ByteDance, Huawei gain ground, Bloomberg Intelligence analysis shows.
More corporate debt will plunge into distress when the US economy falters, says Marty Fridson, chief executive officer of FridsonVision High Yield Strategy.
In this episode of FX Moment, Bloomberg Intelligence’s Chief G10 FX Strategist Audrey Childe-Freeman talks to Jeremy Stretch, chief international strategist at CIBC World Markets, to unpack the latest on Canada’s economic and political landscape.