• July 28 2025
  Markets InsightRick Rieder

  The volatility paradox: why markets stay calm despite the noise

  America has quietly become one of the world’s most shock‑resistant economies

  
• July 26 2025
  Philip Coggan

  The bond market maths does not add up for governments

  Higher yields look probable, forcing countries to pay more to fund their ever-growing deficits

  
• July 23 2025
  Japanese government bonds

  Demand for long-dated Japanese bonds hits 14-year low on PM resignation fears

  Reports that Prime Minister Shigeru Ishiba may quit unsettle investors

  
• July 23 2025
  Emerging market investing

  Emerging market borrowing premium over US falls to nearly lowest since 2007

  Yields for investment-grade EM borrowers fall relative to developed markets amid concerns over traditional havens

  
• July 18 2025
  But wait, do French OATs REALLY trade at a spread over Italian BTPS?

  Yes. And no.

  
• July 17 2025
  FT News Briefing podcast11 min listen

  US investment banking is so back

  Wall Street lenders beat expectations for fees

  
• July 16 2025
  Markets InsightBill Gross

  ‘Fire’ is now the greater threat to investors than ‘ice’

  Financial markets will be closer in the future to a singe from inflation than a freeze in growth and prices

  
• July 15 2025
  Japanese government bonds

  Japan’s 10-year yield hits highest level since 2008 financial crisis

  Government bond markets wary of political chaos and populist spending plans from upcoming election

  
• July 11 2025
  The France-Italy spread has flipped

  Liberté, égalité, volatility

  
• July 10 2025
  Gilts

  Pension funds 💔 gilts

  For whom the bell tolls

  
• July 10 2025
  Dutch pension funds set to sell €125bn of government bonds

  Overhaul of Eurozone’s largest retirement sector is expected to put pressure on continent’s debt markets

  
• July 7 2025
  Fintech

  Investors pile into tokenised Treasury funds

  Stablecoin issuers and traders are attracted by yields on offer and potential use as collateral in some derivatives transactions

  
• July 6 2025
  Markets

  Has Starmer placated gilt investors?

  Market Questions is the FT’s guide to the week ahead

  
• July 5 2025
  Wealth management

  How to diversify your portfolio in an uncertain 2025

  Wealth managers face tough decisions as Donald Trump’s unpredictability rattles the markets  

  
• July 4 2025
  The Long ViewKatie Martin

  Nervy markets put Reeves and Starmer on notice

  Investors are getting fed up of being used by governments around the world as a low-cost cash machine

  
• July 3 2025
  UK economy

  Investor fright over Reeves’ tears shows fragility of UK finances

  Market fears that replacing chancellor would imperil fiscal rules

  
• July 3 2025
  UK politics

  Markets rally after Starmer says Reeves to remain chancellor and backs fiscal rules

  Move partially reverses sell-off prompted by investor fears chancellor would be sacked after emotional PMQs appearance

  
• July 3 2025
  Gilts

  BlackRock and Schroders bought gilts during market slump

  Big asset managers added to holdings in bet that sell-off sparked by doubts over Rachel Reeves’ future would be shortlived

  
• July 3 2025
  EU common budget

  Brussels to seek more joint debt in EU budget plan

  European Commission to propose mechanism to issue common bonds to fund member states in emergencies

  
• July 3 2025
  Leo Lewis

  Japan’s great unsticking has begun

  The end of the zero-interest era is unleashing competition in the banking sector and changes in saver and investor behaviour

  
• July 3 2025
  Markets InsightSatyajit Das

  The trades that will shape a new financial crisis

  There are multiple vulnerabilities and faultlines that could be ruthlessly unpicked

  
• July 2 2025
  High yield bonds

  European junk bond sales hit record as investors cut US exposure

  June issuance of about €23bn comes as companies take advantage of lower borrowing costs

  
• July 1 2025
  Gilts

  Gilts rally as Bailey hints at reduction in BoE debt sales

  Central bank has come under pressure to slow quantitative tightening amid global bond sell-off

  
• July 1 2025
  UnhedgedRobert Armstrong

  The fall in the dollar is not scary Premium content

  And the big, beautiful bill

  
• July 1 2025
  US Treasury bonds

  RIP the convenience yield of US Treasuries?

  An inconvenient truth