Markets
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A little bit of luck is lifting UK Budget expectations
24 October 2026Healey is poised to deliver his plans just as this year’s drag on global bonds appears to be turning -
‘Disrupter’ exchanges battle for ETFs in challenge to NYSE and Nasdaq
24 October 2026Cboe captures nearly half of US listings as intensifying competition reflects rapid growth in derivative-heavy funds -
US executives quit $25bn gas venture over claims of secret Russian control
24 October 2026Former CEO of Polar Train LNG tells FT that energy giant Novatek financed and held reins of strategic Alaska project without Washington’s approval -
France avoids downgrade from Moody’s in boost for Macron’s government
23 October 2026Rating agency retains Aa3 score as it assumes ‘deficit-reducing budget for 2027 will be adopted’ -
Oil hits $117 for first time since April on fears of flare-up in Iran hostilities
23 October 2026Rise in energy prices pushes US inflation expectations higher -
Lunch break under threat as Hong Kong looks at longer trading day
23 October 2026HKEX discusses scrapping ‘antiquated practice’ as Nasdaq plans move to 23 hours -
The ledger problem
23 October 2026Tokenisation doesn’t suspend the laws of finance -
Stockpickers: Aberdeen, ITM Power, Tristel
23 October 2026Our experts discuss which companies to buy, sell or hold this week -
Gold drops below $4,000 as ‘haven’ asset joins market sell-off
23 October 2026Price has plunged this week even as investors rush to safety of US Treasuries -
KKR founders back Valencia in deal valuing football club at €1.25bn
23 October 2026Family offices of KKR co-founders George Roberts and Henry Kravis are part of consortium that has agreed to take 42% stake in Spanish team -
What the coming copper crunch means for the global economy
23 October 2026A looming shortage of the metal will push up costs for AI, defence tech and the green transition -
Anthropic strikes deal to launch European consultancy
23 October 2026New company backed by Anthropic and UK buyout group Hg will advise companies on how to deploy AI -
Why the UK should greenlight both Jackdaw and Rosebank
23 October 2026The real problem, for those concerned about the climate, isn’t that oil and gas might become too cheap, but that renewables remain too expensive -
Winter arrives in markets
23 October 2026Bonds and stocks tell the same chilly story -
How nervous are bond markets about France?
23 October 2026Dusting off our apples-for-apples spreadsheet -
Ukraine seeks to move customs checks inside EU to avoid Russian drones
23 October 2026Lorries waiting at the border to export agricultural produce into the bloc have become a target for Moscow’s attacks -
Beware Bessent’s tilt towards short-term debt
23 October 2026If inflation and debt rise and AI optimism falls, then the danger of reducing Treasury maturities grows -
Calpers retreats from Big Tech as AI rally falters
23 October 2026California’s retirement fund slashed Magnificent 7 holdings as doubts grow about lofty valuations and soaring spending -
Risks to peso as Argentine elections loom
23 October 2026With polls suggesting a close race, some analysts expect the currency to come under pressure -
Argentina’s resources boom gathers pace
23 October 2026Investment is surging in the oil and gas and mining sectors, helped by new government policies