Economic Outlook - U.S. Producer Prices (PPI) have come in higher than expected, indicating persistent inflationary pressures in the economy [1][7] - Concerns about the economy's stability are growing, with warnings about potential job losses due to AI disruption and a lack of micro stability [2][6] - The Federal Reserve is not expected to adopt an easing bias, and any rate cuts may signal significant economic issues [3][7] Treasury Market Performance - U.S. Treasuries have seen a strong performance, with a return of 1.5% in February and a 25 basis point drop in the 10-year yield, as investors seek safety amid economic uncertainties [4] - There is a notable flight to safety in the bond market, with lower breakeven rates and a strong labor market contributing to this trend [3][4] Inflation and Consumer Behavior - Inflation remains a concern, with expectations of core PCE running slightly above 3%, driven by sectors like healthcare and airfare [21] - Consumers are expected to save or pay down debt with tax refunds rather than spend, as the savings rate has dropped to its lowest level in three years [17][16] Private Credit Market Concerns - The collapse of MFS in the U.K. has raised alarms about credit risks, particularly in the software sector, with potential default rates reaching 15% [22][24] - Allegations of fraud against MFS include double pledging of collateral, leading to significant financial shortfalls [27][28] Corporate Developments - Dell has reported robust demand for AI servers, projecting $50 billion in revenue for the current fiscal year, indicating strong market interest in AI technologies [31] - CoreWeave is facing challenges after reporting a larger-than-expected loss, raising concerns about its capital spending and infrastructure investments [32][39] Market Dynamics - The investment-grade market is experiencing strong demand, with expectations of $240 billion in issuance in March, driven by a solid appetite from institutional investors [42][51] - There is a notable divergence in credit spreads, with high-yield tech spreads widening while investment-grade spreads remain relatively stable [46][49]

Barclays is looking to build a blockchain platform that could handle stablecoin payments and tokenized deposits, Bloomberg reported Friday (Feb. 27), citing unnamed sources.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins re ...

Barclays is looking to build a blockchain platform that could handle stablecoin payments and tokenized deposits, Bloomberg reported Friday (Feb. 27), citing unnamed sources.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins re ...

Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) is set to announce fourth-quarter financial results Saturday (Feb. 28), its first earnings release in decades without legendary investor Warren Buffett serving as CEO.Here's what investors should know about the report and what could be ahead for the company.Berkshire Q4 EstimatesAnalysts expect the conglomerate to report fourth-quarter revenue of $92.91 billion, down from $94.92 billion a year earlier, Benzinga Pro data show. The company has beaten revenue estimat ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv JPMorgan, Barclays, Fifth Third sued by investors for missing 'giant red flags' at Tricolor "Rather than risk a massive loss on their warehouse lines and forfeit the millions of dollars of fees and income derived from Tricolor's fraudulent enterprise, defendants responded by hiding what they had learned and sticking their heads in the sand," the complaint said. JPMorgan, Barclays and Cincinnat ...

The share price of NuScale Power Corporation (NYSE:SMR) fell by 7.18% between February 18 and February 25, 2026, putting it among the Energy Stocks that Lost the Most This Week. NuScale Power (SMR) Fell This Week. Here is Why dan-meyers-xXbQIrWH2_A-unsplash NuScale Power Corporation (NYSE:SMR) provides small modular reactor technology solutions. The company’s groundbreaking NuScale Power Module is a 12-module plant capable of producing up to 924 MWe of carbon-free energy. NuScale Power Corporation (NYS ...

The UK stock market's FTSE 100 is up firmly in positive territory Friday morning, led by gains in the mining sector. Investors are also reacting to a slew of earnings news and other corporate announcements. Data showing an unexpected drop in consumer confidence is limiting market's upside.The benchmark FTSE 100, which advanced to 10,914.18, a new record high, was up 43.34 points or 0.4% at 10,890.04 a few minutes ago.RightMove, up 4.2%, tops the list of gainers in the FTSE 100 index. The stock is up after ...

Key TakeawaysUBS Group AG (UBS) warns private credit default rates could surge to 15%, a level higher than the Global Financial Crisis, driven by rapid AI-driven disruption in the technology sector.The US Embassy in Israel has authorized the departure of non-essential personnel and urged citizens to consider leaving while commercial flights remain available due to heightened security risks.Geopolitical energy risks intensified as Ukraine struck a Russian oil depot in Luhansk, while the Kremlin briefed Turke ...

Group 1 - Barclays shares experienced a decline in early trading on Friday due to a report indicating potential losses linked to the collapse of UK mortgage provider Market Financial Solutions (MFS) [1]

与此同时，在疫情后发达经济体国债收益率显著上升的环境下，债券投资者对财政"慷慨"的容忍度更 低。 美国情景分歧：最佳情形"更慢变坏"，失手则可能加速恶化 在美国，两位受访经济学家在"最佳情形"下预计，债务率可能在未来十年从当前约100%上升得更慢， 至约120%。另有一位认为变化不大。 AI若带来生产力跃升，可能为高债务发达经济体争取时间，但不足以独自扭转债务率上行趋势，财政 整顿仍取决于人口结构、税收与支出选择。 据路透2月27日报道，经合组织（OECD）与三位经济学家向路透分享的初步估算显示，AI若在长期推 升劳动生产率并带动就业，将使OECD国家债务负担相对基线预测有所缓解，但幅度有限。 多位专业人士表示，AI对财政税收与支出两端均存"反作用力"。分配问题可能带来税收下滑，而平均工 资上涨可能带来社会保障支出的上升。 对市场而言，AI带来的增长或可暂时减轻债券投资者对财政的审视压力，但评级机构与多位受访者强 调，不确定性仍高，且一旦衰退先于生产力红利兑现，融资成本上行可能让债务问题更快回到聚光灯 下。 债务压力已成"硬约束"，AI更多是延缓而非逆转 路透援引经济学家观点称，如果AI生产力繁荣兑现，的确可 ...