<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Markets Insight]]></title><description><![CDATA[Markets Insight]]></description><link>https://www.ft.com/stream/f021ef0a-e3a5-3530-9394-21a1eaf9f3f6</link><generator>RSS for Node</generator><lastBuildDate>Mon, 02 Jun 2025 11:14:44 GMT</lastBuildDate><atom:link href="https://www.ft.com/stream/f021ef0a-e3a5-3530-9394-21a1eaf9f3f6?format=rss" rel="self" type="application/rss+xml"/><copyright><![CDATA[© Copyright The Financial Times Ltd 2025. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse.]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[client.support@ft.com (FT Client Support)]]></webMaster><ttl>15</ttl><category><![CDATA[Newspapers]]></category><item><title><![CDATA[The Fed’s demanding next months]]></title><description><![CDATA[Central bank needs to mix playing defence with going on the offensive with a new policy framework and improved communication ]]></description><link>https://www.ft.com/content/8aedf069-8203-4210-b0ee-67a5b921b25e</link><guid isPermaLink="false">8aedf069-8203-4210-b0ee-67a5b921b25e</guid><pubDate>Mon, 02 Jun 2025 04:00:13 GMT</pubDate></item><item><title><![CDATA[$1tn sukuk market at risk of unintended disruption]]></title><description><![CDATA[New standard threatens a vital funding source for sovereigns and corporates across the Middle East, Asia and beyond]]></description><link>https://www.ft.com/content/7c170437-4ae3-423c-ab2a-5a12e0304f64</link><guid isPermaLink="false">7c170437-4ae3-423c-ab2a-5a12e0304f64</guid><pubDate>Thu, 29 May 2025 04:00:31 GMT</pubDate></item><item><title><![CDATA[Stablecoins and monetary sovereignty: the ball is in Europe’s court]]></title><description><![CDATA[Asset-backed digital currencies should not be regulated or regarded as the same as central bank money ]]></description><link>https://www.ft.com/content/212f6edb-e7d4-41d3-b7b4-6b3910a6ae2f</link><guid isPermaLink="false">212f6edb-e7d4-41d3-b7b4-6b3910a6ae2f</guid><pubDate>Wed, 28 May 2025 04:00:46 GMT</pubDate></item><item><title><![CDATA[Now is the time to reopen the Eurozone bond debate]]></title><description><![CDATA[The EU now has a unique chance to capitalise on investor doubts about the US and promote the euro as a reserve currency]]></description><link>https://www.ft.com/content/dc3aa68b-4205-4557-bd74-491a1fc3d715</link><guid isPermaLink="false">dc3aa68b-4205-4557-bd74-491a1fc3d715</guid><pubDate>Tue, 27 May 2025 04:00:49 GMT</pubDate></item><item><title><![CDATA[A mooted fix for the Treasury market may actually increase systemic risk]]></title><description><![CDATA[While an easing of capital rules is intended to boost banks, it could also bolster the huge bets of leveraged hedge funds]]></description><link>https://www.ft.com/content/4786286e-1585-4e14-b9fc-e9872b0e1490</link><guid isPermaLink="false">4786286e-1585-4e14-b9fc-e9872b0e1490</guid><pubDate>Thu, 22 May 2025 04:00:02 GMT</pubDate></item><item><title><![CDATA[Tariff wars ignore win-win from comparative advantage in trade]]></title><description><![CDATA[As David Ricardo wrote in the early 1800s, specialisation by countries can lift the overall output and availability of goods]]></description><link>https://www.ft.com/content/9e5b5b77-df41-4215-a512-51e04d0aad65</link><guid isPermaLink="false">9e5b5b77-df41-4215-a512-51e04d0aad65</guid><pubDate>Wed, 21 May 2025 04:00:00 GMT</pubDate></item><item><title><![CDATA[Moody’s throws Trump a curve ball]]></title><description><![CDATA[Credit downgrade is symbolic blow to American prestige and should spur Washington to get its fiscal house in order ]]></description><link>https://www.ft.com/content/480b42d9-129d-41b7-8b87-8886f53d66d4</link><guid isPermaLink="false">480b42d9-129d-41b7-8b87-8886f53d66d4</guid><pubDate>Mon, 19 May 2025 16:26:24 GMT</pubDate></item><item><title><![CDATA[The new markets for AI data ]]></title><description><![CDATA[Every company should think about its strategy to capture emerging opportunities]]></description><link>https://www.ft.com/content/625b0a98-a68d-49b6-b063-2179e3cb77f0</link><guid isPermaLink="false">625b0a98-a68d-49b6-b063-2179e3cb77f0</guid><pubDate>Mon, 19 May 2025 04:00:25 GMT</pubDate></item><item><title><![CDATA[Fund management needs to make digital shift]]></title><description><![CDATA[AI, big data and distributed ledger technology can rewire the industry]]></description><link>https://www.ft.com/content/6ff1499c-7606-478d-b814-c9b4d8545708</link><guid isPermaLink="false">6ff1499c-7606-478d-b814-c9b4d8545708</guid><pubDate>Fri, 16 May 2025 04:00:11 GMT</pubDate></item><item><title><![CDATA[Even with AI, junior bankers still need the grind]]></title><description><![CDATA[Mastery requires showing up, putting in the effort and sometimes staying late]]></description><link>https://www.ft.com/content/e4eb5f3b-9c3a-445a-bbce-26455ea83f7c</link><guid isPermaLink="false">e4eb5f3b-9c3a-445a-bbce-26455ea83f7c</guid><pubDate>Thu, 15 May 2025 04:00:17 GMT</pubDate></item><item><title><![CDATA[If the US wants more rare earths, it needs to tackle refining ]]></title><description><![CDATA[China has an unmatched dominance in the processing of critical commodities ]]></description><link>https://www.ft.com/content/df62a6ca-cfa2-4f37-8213-82b03ba61fee</link><guid isPermaLink="false">df62a6ca-cfa2-4f37-8213-82b03ba61fee</guid><pubDate>Wed, 14 May 2025 04:00:45 GMT</pubDate></item><item><title><![CDATA[US tariff policy accelerates deeper structural changes]]></title><description><![CDATA[Unusual swings in markets and consensus economic narratives point to longer-term forces]]></description><link>https://www.ft.com/content/e847f03c-3934-44c8-972a-2ded98c058c3</link><guid isPermaLink="false">e847f03c-3934-44c8-972a-2ded98c058c3</guid><pubDate>Mon, 12 May 2025 04:00:21 GMT</pubDate></item><item><title><![CDATA[Pain trades are inevitable]]></title><description><![CDATA[Financial markets can fall fast but investors should look for where longer-term problems may be brewing ]]></description><link>https://www.ft.com/content/b78c38ed-bfae-4cf6-a1c6-3fbd04d51382</link><guid isPermaLink="false">b78c38ed-bfae-4cf6-a1c6-3fbd04d51382</guid><pubDate>Fri, 09 May 2025 04:00:04 GMT</pubDate></item><item><title><![CDATA[How Europe should respond to the erosion of the dollar’s status]]></title><description><![CDATA[Greater internationalisation of the euro requires a more resilient financial system for the region]]></description><link>https://www.ft.com/content/5bc02699-3eda-465b-bd73-f5e8b9573ae8</link><guid isPermaLink="false">5bc02699-3eda-465b-bd73-f5e8b9573ae8</guid><pubDate>Wed, 07 May 2025 04:00:58 GMT</pubDate></item><item><title><![CDATA[No quick fix for trade rift between China and US]]></title><description><![CDATA[A deal could lower tariffs’ current prohibitive levels but they will still probably be meaningfully higher than at the start of the year]]></description><link>https://www.ft.com/content/6d3bae31-3c22-4734-8bd1-4c9236f25d55</link><guid isPermaLink="false">6d3bae31-3c22-4734-8bd1-4c9236f25d55</guid><pubDate>Mon, 05 May 2025 23:01:26 GMT</pubDate></item><item><title><![CDATA[Global volatility is a reason to lean into emerging markets, not flee them]]></title><description><![CDATA[Investors should pursue a ‘barbell approach’ that focuses on high conviction public credit trades and strongly secured private credit]]></description><link>https://www.ft.com/content/b90e197b-ee90-48fc-9f4e-0e8946e44d7a</link><guid isPermaLink="false">b90e197b-ee90-48fc-9f4e-0e8946e44d7a</guid><pubDate>Mon, 05 May 2025 04:00:25 GMT</pubDate></item><item><title><![CDATA[Why the dollar doom is overdone]]></title><description><![CDATA[A correction in overvalued US stocks might explain some of the currency’s decline ]]></description><link>https://www.ft.com/content/6274a96c-f11d-49a0-aac8-25371376e67d</link><guid isPermaLink="false">6274a96c-f11d-49a0-aac8-25371376e67d</guid><pubDate>Fri, 02 May 2025 04:00:27 GMT</pubDate></item><item><title><![CDATA[Time for lenders to insist on more protection in finance deals]]></title><description><![CDATA[Recent turmoil across capital markets should be seized on to shift the balance of power on debt covenants]]></description><link>https://www.ft.com/content/bd36f0a1-0abb-4264-badf-0109a4212f9a</link><guid isPermaLink="false">bd36f0a1-0abb-4264-badf-0109a4212f9a</guid><pubDate>Thu, 01 May 2025 04:00:38 GMT</pubDate></item><item><title><![CDATA[The real lessons from the Plaza and Louvre accords]]></title><description><![CDATA[Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies — not just currency intervention]]></description><link>https://www.ft.com/content/78b42ffc-5be1-4b38-8711-0cce728c8516</link><guid isPermaLink="false">78b42ffc-5be1-4b38-8711-0cce728c8516</guid><pubDate>Tue, 29 Apr 2025 04:00:00 GMT</pubDate></item><item><title><![CDATA[The UK needs to tackle Trump contagion risk for gilts]]></title><description><![CDATA[Authorities should take action to encourage a ‘decoupling’ from moves in Treasury yields]]></description><link>https://www.ft.com/content/25d98ac2-f86c-41f5-92cc-a69024ba5234</link><guid isPermaLink="false">25d98ac2-f86c-41f5-92cc-a69024ba5234</guid><pubDate>Sun, 27 Apr 2025 04:00:03 GMT</pubDate></item><item><title><![CDATA[There is a viable way to finance carbon emissions reduction]]></title><description><![CDATA[Mobilising private funds through the capital market offers practical solutions to combat climate crisis]]></description><link>https://www.ft.com/content/53c10999-07fd-4411-b6c3-8a9066abc156</link><guid isPermaLink="false">53c10999-07fd-4411-b6c3-8a9066abc156</guid><pubDate>Fri, 25 Apr 2025 04:00:34 GMT</pubDate></item><item><title><![CDATA[The dollar has further to fall]]></title><description><![CDATA[Demand for US assets cannot keep up with supply without a weaker currency]]></description><link>https://www.ft.com/content/976e2798-f9db-46c6-9582-fe237c572f28</link><guid isPermaLink="false">976e2798-f9db-46c6-9582-fe237c572f28</guid><pubDate>Thu, 24 Apr 2025 04:00:03 GMT</pubDate></item><item><title><![CDATA[Easing leverage limits on banks could backfire ]]></title><description><![CDATA[The move would repeat old errors and encourage the buying of Treasury debt over private sector lending]]></description><link>https://www.ft.com/content/12587b06-6446-4f03-9ad3-6506ac6b0d56</link><guid isPermaLink="false">12587b06-6446-4f03-9ad3-6506ac6b0d56</guid><pubDate>Wed, 23 Apr 2025 04:00:37 GMT</pubDate></item><item><title><![CDATA[Betting on Brazil’s economic collapse is a mistake]]></title><description><![CDATA[The country offers investors an enticing value opportunity, but fiscal reform is urgently required]]></description><link>https://www.ft.com/content/874fc739-ec7f-41d6-a9a5-cdf7792ab3c9</link><guid isPermaLink="false">874fc739-ec7f-41d6-a9a5-cdf7792ab3c9</guid><pubDate>Thu, 17 Apr 2025 12:08:39 GMT</pubDate></item><item><title><![CDATA[BBVA-Sabadell merger will hurt local enterprise]]></title><description><![CDATA[The Sabadell CEO on why bigger is not always better]]></description><link>https://www.ft.com/content/6b1ef320-09a8-4199-99c6-6e0de7ff07fe</link><guid isPermaLink="false">6b1ef320-09a8-4199-99c6-6e0de7ff07fe</guid><pubDate>Wed, 16 Apr 2025 14:03:53 GMT</pubDate></item></channel></rss>