Bloomberg.- The S&P 500 Index limps into September after stalling amid heightened tensions on the Korean peninsula and historic flooding in Texas. Those broke a stretch of calm that’ll be hard to replicate in a month loaded with major events that could set the tone on financial markets the rest of the year — from a dozen G-20 central bank decisions to a deadline on the U.S.’s ability to pay its bills and elections in Europe and Oceania.
Bloomberg.- Rumors of the reflation trade’s demise seem to have been at least a little exaggerated, as investors shifted to equities from bonds.
Bloomberg.- Bonds fell and the dollar rose against most of its peers as reflation trades came back into focus after a promise by U.S. President Donald Trump to overhaul business taxes. Banking stocks led European equities lower as political risk plagued the region.
Bloomberg.- Positive momentum from earnings filtered through stocks after Societe Generale SA beat estimates, while Treasuries fell with German bunds and the debt of France and Italy gained amid ebbing political risk.
Bloomberg.- Rising political risks. A fading era of central-bank stimulus. The potential end of a multi-decade bull run in U.S. government debt.
Bloomberg.- A former TV star as U.S. president doesn’t seem to have injected markets with much of a ‘‘fear factor.’’ But digging beneath the surface of an eight-year bull run exposes subtle signs that hint at an uneasy optimism.
Bloomberg.- Global stocks were mixed on a day when many markets were closed for a holiday. Japanese shares fell as the yen gained against the dollar, while Chinese equities recovered from earlier losses.
Bloomberg.- November marked one of the most decisive shifts for global financial markets in recent years, with a bevy of asset classes — from bank stocks, emerging-market bonds to hard commodities — staging sharp price swings in the space of a mere three weeks.
Bloomberg.- Turbulence in financial markets calmed after a knee-jerk selloff in stocks and rally in haven assets as investors reassessed the effects of Donald Trump’s surprise victory in the U.S. presidential election.
Bloomberg.- The events of the past ten days — which have seen stocks, currencies, and commodities fluctuate in response to changes in the U.S. presidential race — drive this message home: elections can matter for financial markets, even if in some cases the effects are only temporary.