A "semblance of civil war" is brewing in the US and other parts of the world amid rising inequality and global conflict, a billionaire investor has warned

"Sovereign debt bomb" and risk of "civil war" in the U.S. threaten markets - Dalio

BNP Paribas SA

Societe Generale Societe anonyme

After the unexpected resignation of French Prime Minister Sebastien Lecornu, who held the post for only 27 days, investors are wary of the political crisis in the country. Analysts note that this may cool interest in companies focused on the domestic market. The situation is aggravated by the difficult budget situation, which forces investors to choose other European destinations.

Avoid banks and telecoms. How strategists advise to protect themselves from the crisis in France

International investors rushed to exit the U.S. market after the U.S. trade war began, but then quickly returned. Now it is breaking record after record again, the situation with bonds has stabilized. But there is one exception - the dollar.

Buy America, sell the dollar: how investors are building defenses in the U.S. market

JPMorgan Chase & Co.

UBS Group AG

Morgan Stanley

Freedom Holdings Corp.

The current funding period for U.S. government operations expires Sept. 30

'Serious scars on the economy': what Wall Street is saying about the risks of a US shutdown

Investment bank strategists expect the S&amp;P 500 index to add another 2% in the next three months

Goldman Sachs changes its equity stance to bullish amid low recession risk

Oracle Corporation

Oracle is planning a large-scale borrowing - the company plans to raise $15 billion by placing corporate bonds, Bloomberg wrote, citing sources. The money may be used to finance cloud projects and other expenses related to large cloud contracts with <a href="https://oninvest.com/article/oracle-podpisal-c-openai-odin-iz-krupnejsih-oblacnyh-kontraktov-v-istorii-wsj">OpenAI</a> and Meta. Oracle shares fell nearly 3% amid rising debt and - for the first time since 1992 - negative cash flow.

Oracle to borrow $15 billion in the market amid rising costs - Bloomberg. Shares fell

Goldman Sachs report shows a shift in focus toward technology, artificial intelligence, cryptocurrencies and private markets

Billionaires have a growing appetite for risk. Where are they investing and what worries them?

NVIDIA Corporation

Alphabet Inc.

Amazon.com, Inc.

Uncertainty over duties and rising bond yields spoiled investor sentiment  

'Wake up when September is over': U.S. stocks have started fall with a dip 

Rising UK bond yields are a signal to London that borrowing will become more expensive

UK bond yields hit a 27-year high. EU bonds are also at their peak

The bank advises to bring the share of bonds in the portfolio to 40%

Wells Fargo recommends rethinking portfolio structure: volatility ahead

TotalEnergies SE

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Sanofi

French banking conglomerate BNP Paribas is hoping for good entry points into European equities  

Goldman and Citi expect the rally in European equities to continue despite the crisis in France

Since the end of 2022, the markets have been euphoric: each new generation of AI models causes bouts of optimism, and the quotations of AI-related technology companies are growing by tens and hundreds of percent. But beyond the hype and flashy headlines in the media and investor communities, there is another, more objective indicator - the behavior of the government and corporate bond market. Economist Denis Elakhovsky has studied the research and found out that after the releases of the largest AI models, long-term rates are falling - as if investors are laying down not for accelerated growth, but for risks and stagnation.

#Bonds: 26