Analysis: Interest Rates

IMF lifts growth outlook on more benign tariffs as revived US-China trade war looms

WASHINGTON -The International Monetary Fund edged up its 2025 global growth forecast on Tuesday as tariff shocks and financial conditions have proven more benign than expected, but warned that a...

Volatility builds as AI jockeys with trade

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Wall Street's 'fear gauge' of implied stock market volatility touched its...

Indonesia expects more capital inflows, firmer rupiah as Q4 growth picks up

JAKARTA -Indonesia's Finance Minister Purbaya Yudhi Sadewa said on Tuesday that the rupiah is likely to strengthen in the fourth quarter, with capital inflows set to increase once foreign investors...

Dancing ship-to-ship

A look at the day ahead in European and global markets from Gregor Stuart Hunter: Container ports are the new economic battlegrounds. As negotiations between the U.S. and China...

Banks set to open earnings floodgate with Powell on tap

NEW YORK -TRADING DAY Making sense of the forces driving global markets Jamie McGeever is enjoying some well-deserved time off, but the Reuters markets team will still...

Developing nations rack up $3.9 billion in net debt payments to China a year, study finds

JOHANNESBURG -Developing nations are now paying more to service debt owed to China than they receive in new loans, a shift that risks deepening economic strain and slowing climate investment, a...

Bubble, bubble toil and trouble

LONDON -By Anna Szymanski, ROI Editor-in-Charge, and the ROI team  Hello Morning Bid readers!  Warnings about a stock market bubble grew louder this week, with the Bank...

Market analysts reaction to Japan's ruling coalition split

SINGAPORE -Japan's ruling coalition broke up on Friday, with junior partner Komeito rebelling against the Liberal Democratic Party's new hardline leader Sanae Takaichi in a move that cast doubt over...

Stocks pause as bubble warnings mount

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets World stocks and gold paused their latest steep rally on Thursday...

India's lack of AI trade pushes investors towards volatile high-growth bets

MUMBAI -Indian equity markets' underperformance, exacerbated by limited exposure to artificial intelligence, is prompting fund managers to adopt volatile high-growth strategies to beat standard...

IMF chief says global economy doing 'better than feared,' downside risks dominate

WASHINGTON -The world economy has proven more resilient than expected despite acute strains from multiple shocks, the head of the International Monetary Fund said on Wednesday, forecasting only a...

Indonesia has entered talks with China on high-speed train debt, minister says

JAKARTA -Indonesia's Investment Minister Rosan Roeslani on Wednesday said the government has entered into discussions with China about restructuring the debt of Indonesia's high-speed train company. ...

AI and deals fizz drown out politics

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets World stock markets cooled a touch on Tuesday after another...

India to roll out biometric authentication for instant digital payments from Wednesday, sources say

MUMBAI -India will allow users to approve payments made through popular domestic payments network, the Unified Payments Interface, using facial recognition and fingerprints starting October 8, three...

India finance minister says growth remains resilient, but no room for complacency

NEW DELHI -India's Finance Minister Nirmala Sitharaman said on Friday that the government is committed to increasing state capital spending to support economic growth, stressing that the economy has...

Congress leaves DC and markets in the dark

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets With Washington closed after Tuesday's congressional impasse,...

Instant View: India central bank keeps repo rate steady as widely expected

The Reserve Bank of India kept its key repo rate unchanged at 5.50% on Wednesday, in line with market expectations, as it evaluates the impact of earlier rate cuts and recent tax reductions amid...

Shutdown talks go to the wire as Q3 ends

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets A looming U.S. government shutdown is casting a shadow over the...

Moody's affirms India's sovereign ratings, retains 'stable' outlook

Moody's Ratings on Monday has affirmed India's long-term local and foreign-currency sovereign ratings and retained its stable outlook, citing sustained strength in its economy and reliable domestic...