Katie Martin

Casting an eye across the outlooks of the major investment banks and big asset managers, one would be hard-pressed to find a naysayer.

Why the melt-up is still on

As 2026 begins, optimists are talking down bubble anxiety

A tumble in the price of Bitcoin  soured the mood last Thursday, and stocks quickly followed.

The warning signals from Bitcoin’s fall

Moves in the cryptocurrency are becoming an early alert that markets are unwell

Bond yields for supposedly safe governments – the US, Germany and France – are drifting higher, while sovereign borrowers long considered more risky, such as Italy and Spain, are fixing their fiscal health and being rewarded by investors.
THE BOTTOM LINE

RIP to safe havens

When the going gets tough, investors will struggle to find a place to hide

Academics, lawyers and former Fed officials are aghast at the US president's efforts to oust Federal Reserve Governor Lisa Cook.

Trump’s Fed meddling pushes investors closer to their red line

There may be more stress than is apparent, particularly on long-term debt

Having so much riding on such a small clique of companies – Nvidia, Microsoft and the like – is a concern. However,  market concentration does not suggest market fragility but success in an industry with high barriers to entry.

AI stocks: What if this time it really is different?

Some investors worry we’re in bubble territory, but others think a new paradigm has arrived