Michael Msika

A tentative recovery in UK stocks has hit a major roadblock as the country’s bonds take some of the harshest punishment from the global selloff in sovereign debt.

A combination of elevated oil prices and surging bond yields has derailed a broadening in the rally that was supposed to propel stocks to new records.

A steep drop in US stock valuations since early summer has left some areas of the market looking attractive as earnings growth shows few signs of waning, according to Morgan Stanley strategists.

(Bloomberg) -- A steep drop in US stock valuations since early summer has left some areas of the market looking attractive as earnings growth shows few signs of waning, according to Morgan Stanley strategists.

It seems there’ll be few fireworks to spark a strong year-end for luxury’s biggest names, leaving investors to wait until 2027 for any potential upswing.

Political risk in France has become so elevated that its stock market has turned into the largest short in Europe and the US for some investors, according to Barclays Plc strategists.

Political risk in France has become so elevated that its stock market has turned into the largest short in Europe and the US for some investors, according to Barclays Plc strategists.

A deepening social and economic crisis has turned France into the most disliked equity market in Europe and a serious bet for a reversal, though not one for the faint-hearted.

A wall of worry increasingly dominated by artificial intelligence’s financing costs needs dealing with before the market can make a run at fresh highs.

This week’s UK budget looms as a major test for the country’s stocks, just as the market gains renewed appeal among global investors.