Ian Smith

Meta and AI spending plans trigger steep US tech selloff as investor fears grow

● Platform's shares fall 7% ● Flight to US Treasuries ● Oil prices surge ● French bond yields soar

Paris widens curfews in bid to reassert control as business weighs cost of riots

Challenges facing Macron deepen after street clashes reignite French debt rout

10-year bond yield sharply up • Local curfews imposed • President faces high-stakes election

Foreign investors favour US stocks over Treasuries as debt fears mount

‘Huge shift’ in capital markets ● 10-year yield highest since 2007 ● Bonds now ‘risky asset of choice’

Ten-year Treasury yield tops 5% as inflation fears batter bond markets

Key global gauge at fraught level First time since 2023 Oil price climbs Bets on Fed rate rise

Oil price surge and signs of stubborn inflation reignite global bond sell-off

US 30-year yield soars Saudi output falls Crude at $107 a barrel Trump in $1tn vote pledge

Japan and US vow more joint action to back yen if needed

Tokyo confirms Washington help • Ailing currency poses inflation risk

Warsh's lack of Fed guidance is 'backfiring', investors warn

Influence on Treasury market at risk Borrowing costs jump to 19-year high

AI spending spree risks ‘investment bust’ and threat to global economy

BIS fires warning ● Prospective returns in question ● Fears over flood of debt ● Households exposed

SpaceX's green light for $25bn bond sale is clear sign of 'bubble territory'

Insurer Allianz sounds alarm Debt offer rapidly follows listing Deluge of issuance tests demand

US-Iran accord sends stocks surging as hopes rise for end to energy crisis

Crude prices tumble ● Plan to reopen key strait ● Inflation fears ease ● Deal to be signed on Friday

ECB increases rates in ‘pretty obvious’ response to Middle East energy shock

First rise since 2023 ● Central bank leads G7 reaction ● Move was expected ● No hint on future policy

Gold hits 6-month low as investors are spoilt for choice on ‘the next big thing’

Trump vows further attacks on Iran as energy shock propels US inflation

Price pressures at 3-year high ● Fuel costs biggest factor ● Wider economy at risk ● Midterms loom

Oil price surges after Trump warns he ‘does not want’ to lift blockade on Iran

Crude closes in on $120 a barrel ● Inflation fears hit European bonds ● Fed holds rates amid turmoil

Bifs put Piigs out to pasture and take on mantle of Europe’s public debt laggards