Will AI agents cause the next corporate bank run?
AI agents could gradually change how corporate treasurers manage cash, reducing the inertia that keeps large balances in low-yielding bank accounts and putting pressure on banks’ deposit funding.


Global bond yields hit fresh highs and oil rose above $91 a barrel after Kevin Warsh's hawkish Jackson Hole speech sharply raised the market's expectations for Fed rate hikes, while UK retail price inflation also accelerated in August.


This guide explains how corporate bonds work, the risks and returns they offer, and how institutional investors can assess and access them as part of a fixed-income strategy.


Henry Adams takes a look beneath the surface of markets, exploring rising rates, geopolitical tensions, tariffs and concentrated earnings growth as investors prepare for a more uncertain end to the year.


Markets remain focused on rising long-end yields, shifting rate expectations, inflation and ongoing trade tensions across the US, UK and Europe.


Government bond yields are surging to multi-decade highs as sticky inflation, high debt and slowing growth keep markets focused on the outlook for rates and fiscal policy.


Markets remain focused on rising oil prices and their impact on interest rates. Brent crude has climbed above $90 as tensions in the Gulf region intensify, reversing expectations of slower rate hikes following weaker-than-expected US jobs and wage data.


Following a split FOMC vote and stubborn inflation, Nigel Owen and Glen Stone explain why the market is now leaning toward a September hike rather than a cut.


In his weekly TS Pulse, Nigel Owen looks at how a brief spike in oil prices and shifting UK data are keeping markets on edge ahead of this week's central bank meetings, even as talk of de-escalation returns.


Henry Adams takes stock of a summer pulled in two directions at once - renewed Middle East tensions and AI-driven uncertainty on one side, resilient corporate earnings on the other.