[ad_1] By Sarupya GangulyBENGALURU (Reuters) -U.S. Treasury yields are set to decline further according to bond strategists who are clinging to expectations the Federal Reserve resumes cutting interest rates after pausing for more than half a year even as dealers are set to underwrite a deluge of new supply.A slight majority now expect another sell-off in longer-dated bonds, the maturities most at risk, by the end of this month.Concerns that President Donald Trump’s tax-cut and spending bill will add trillions of dollars to an already-staggering $36.2 trillion debt pile by 2034, along with tariff brinkmanship already have many holders of…
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[ad_1] Image source: Getty Images Just before Rachel Reeves stood up in the House of Commons today (11 June) to deliver the government’s spending review, the share price of one FTSE 250 stock, Vistry (LSE:VTY), was already up 7.9%. By the time her speech had been delivered, it had risen another percentage point. The fact that newspapers were briefed overnight took away some of the surprise. But nonetheless, investors reacted positively to the promise of additional spending on affordable housing. What’s going on? Vistry, which has a different business model to its peers, could be one of the biggest winners…
[ad_1] Strategic ESG investment: Mitsubishi Electric’s ME Innovation Fund backs Archeda to strengthen the reliability of carbon credit systems via satellite data and AI. Market readiness: Investment aligns with Japan’s upcoming 2027 emissions trading scheme, targeting companies emitting over 100,000 tons of CO₂ annually. Tech-driven validation: Archeda’s AI-powered environmental monitoring tackles one of the biggest barriers to carbon credit scalability—trustworthiness. Mitsubishi Electric Corporation has made its 11th investment from the ME Innovation Fund, backing Japan-based startup Archeda, Inc., which develops carbon credit monitoring and analysis tools using satellite data. The move strengthens Mitsubishi Electric’s strategy to scale ESG-related technologies and…
[ad_1] The past five years have seen simply stunning business and stock market performance by US chip company Nvidia (NASDAQ: NVDA). During that time, the Nvidia share price has soared 1,486% and the company now has a market capitalization of $3.5trn. Given that staggering performance, it may seem fanciful even to imagine that the share can do as well again over the years to come (possibly taking longer than five years this time around: as a long-term investor, I am in no hurry). After all, that would imply a future market capitalization of around $55trn. That is far from anything…
[ad_1] Chancellor Rachel Reeves today announced plans to lever-in private finance to build new homes, on top of a £39bn boost for social housing.In today’s Spending Review, Reeves claimed she was unveiling the biggest cash injection into housing for 50 years.Earlier this morning, the government trailed the announcement that £3.9bn per year would be spent through the Affordable Homes Programme over the next decade.And today (11 June), she told MPs there will be an “additional £10bn for financial investments including to be delivered through Homes England to crowd in private investments and unlock hundreds and thousands of new homes”.The chancellor…
[ad_1] Johnson Matthey (LSE: JMAT) is a value stock that has gone from forgotten to flying in a matter of weeks. The FTSE 250 speciality chemicals firm has rocketed 32% over the past month. That follows a dismal run though, which had brought the share price to a 10-year low. Over 12 months, it’s up 7%. I’ve kept half an eye Johnson Matthey since it tumbled out of the FTSE 100 in September 2023. It was hammered by lower platinum prices, a cooling of investor appetite for ESG stocks and mounting costs. Recovery stock I flagged it as one to watch in December, when it…
[ad_1] Image source: Britvic (copyright Evan Doherty) As a long-term shareholder in JD Sports (LSE: JD), I’m confused. The JD Sports share price looked cheap to me when it was well above £1. It’s now hovering around 80p, having fallen as low as 61p a couple of months back. That is a big jump, but from a long-term perspective, the share seems to be going nowhere fast. It’s tumbled 35% in just a year. I’ve seen this as a buying opportunity and picked up more shares along the way (I sold some too but, overall, I now have more than…
[ad_1] Image source: Getty Images While this year has been volatile, it has so far also been a good one for my SIPP and Stocks and Shares ISA. Various stocks have been doing really well, offsetting the inevitable handful of laggards, including Moderna (-33%) and The Trade Desk (-38%). Here are two slightly unusual stocks in my ISA that are up by double digits in 2025. eVTOL pioneer First up is Joby Aviation (NYSE: JOBY), which has risen by just over 16% (more than both the S&P 500 and FTSE 100). This company is unconventional because it’s attempting to commercialise…
[ad_1] Image source: Getty Images The FTSE 100 and the S&P 500 have left ‘Liberation Day’ volatility behind – for the time being anyway – and are at or near all-time highs. But there are some dividend shares that still seem cheap to me. The stock market It’s easy to see why share prices have been on the up over the last six weeks or so. But there are also some important risks that I think investors need to pay attention to. The macroeconomic data in the US looks pretty good overall. Composite PMI – a key leading indicator of…
[ad_1] Image source: Getty Images Today (11 June) could be the day the FTSE 100 closes at a new all-time high. As I type, the index is at 8,860, which is just off its previous record of 8,871 set back in March. This seems fitting, as trade talks between the US and China have just taken place in London over the past couple of days. Tensions appear to have been defused, which is good for a raft of large FTSE 100 firms that rely on frictionless global trade. Since early April, the blue-chip index has made a rip-roaring recovery, rising…
