Stocks and bonds slump in tandem as Iran shock leaves investors ‘nowhere to hide’ Traditional 60-40 portfolio of global equities and fixed income on course for worst month since 2022

A must-read from @emilydherbert.bsky.social on a horrible month for the markets and particularly the traditional 60/40 portfolio
www.ft.com/content/9b9b...

🇪🇺 record flows to Europe's stocks this month -- my piece below unpacks why

Wall Street is swinging like never before – and not just in the way you think. Beneath the boom-time surface, extreme share price swings are more common than ever. Single stocks have gained or lost more than $100bn in a day a record 119 times already this year.

So what’s going on? An #FTEdit 🧵

$100bn stock swings expose ‘fragility’ beneath Wall Street rally [FREE TO READ] Options and ETF frenzy have helped make largest US stocks more volatile, raising stakes ahead of Big Tech earnings

Interesting piece here from my colleague @emilydherbert.bsky.social on the "fragility events" peppered across markets
- on.ft.com/4hwsc9X

Political turmoil pushes France into Eurozone’s ‘periphery’, say investors French borrowing costs have climbed above those of Greece and close to Italy’s

"France is the new periphery" say investors 📈

A grim reflection of how the country's political stalemate is weighing on its bond market, with some not expecting a breakthrough before *checks notes* 2027

Story with @emilydherbert.bsky.social, Leila Abboud
www.ft.com/content/23cf...

Bond investors count on Trump tariff revenues to rein in US debt [FREE TO READ] President’s levies now seen as a way to offset tax cuts and keep a lid on government borrowing

How Bond Investors Learned To Stop Worrying And Love The Tariff Revenues
on.ft.com/4g7E3up by @emilydherbert.bsky.social @aidreit.bsky.social + me

Inside Gaza’s ‘death traps’ [FREE TO READ] A US-backed scheme forces hungry Palestinians to trek kilometres for food aid. Many never make it back

NEW: Inside Gaza’s ‘death traps’ via @FT
GHF’s plan forces hungry Palestinians to trek miles to aid sites, often through the IDF’s active military areas. Hundreds have been killed and thousands injured. This is how…
www.ft.com/content/6c74...

Market volatility recedes as investors brush off Donald Trump’s tariff threats ‘Taco trade’ dominates as stocks, bonds and currencies remain calm

“I don’t care about tariffs any more"

@emilydherbert.bsky.social and me on TACO-d out markets
www.ft.com/content/5af6...