United States Financial

Financial Times Alphaville editor and author of A Fabulous Debt Robin Wigglesworth tells Bloomberg This Weekend that rising bond yields reflect resilient growth and higher inflation expectations, but could increasingly constrain US spending as debt-service costs climb. Speaking with host David Gura, Wigglesworth explains why bonds underpin the global financial system and why today's higher rates matter more in a heavily indebted economy. Interview occurred on September 26, 2026

Arthur J. Gallagher (NYSE:AJG) completed the acquisition of Albany Insurance Services, a New Zealand-based retail insurance brokerage serving commercial and personal insurance clients.

Federal Reserve Bank of Minneapolis President Neel Kashkari says that the central bank "will do what we need to do to get inflation back down to our target." He also addresses the strength of the US economy, lessons learned on supply shocks, and a potential signal from US two-year Treasury yields.

Brookfield (NYSE:BAM) announced the final close of Oaktree’s inaugural Asset-Backed Finance Fund, with total commitments of $2 billion across the fund and related investment vehicles.

Wei Li, BlackRock's Global Chief Investment Strategist said the release of new AI agents may "catalyze a wave of AI adoption". In an interview on "The Pulse with Francine Lacqua" on Wednesday September 30, Li also discussed the impact of the energy price shock, saying that the disruption to oil flows in the Strait of Hormuz is creating "macro damage", and that energy is a "big caveat" to their risk-on view.

Federal Reserve Bank of Minneapolis President Neel Kashkari sees the US economy growing and is surprised by its resilience "in the face of tariffs and the conflict in Iran." He says on "Bloomberg Surveillance" that the central bank "will do what we need to do to get inflation back down to our target."

Anastasia Amoroso, Chief Investment Strategist of Partners Group, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the US Challenger September job cuts data along with the rise of yields.

Commerce Bank announced the completion of its acquisition of Nolan & Associates, a St. Louis-based investment banking firm focused on serving middle-market companies nationwide.

Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses recent changes in the bond market selloff, saying it now feels "very technically-driven, very momentum-driven." Berro says on "Bloomberg Surveillance" that she expects investors to refocus soon on the fundamentals and valuations of the market.

A move higher in oil is putting even more pressure on bonds, with yields hitting new milestones in a number of markets including the UK and the US. The UK's long-term borrowing costs hit 6% for the first time in almost three decades whilst the 10-year Treasury note climbed to the highest since 2002. It comes as government debt has been flailing around the world as uncertainty tied to the war in the Middle East ripples through the global economy, pushing investors to bet central banks will further raise interest rates. But bond veteran Jim Bianco, President and Founder of Bianco Research, is bullish on US sovereign debt on the basis of value generation. He discusses the reasoning behind his position with Caroline Hepker and Nathan Hager.

Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects volatility in stocks in the fourth quarter and frames rising bond yields as "a new normal."

President Donald Trump said former Federal Reserve Chair Jerome Powell "should be forced to resign" from the Fed's Board of Governors over findings the central bank mismanaged the renovation of its headquarters. Rachel Schilke of Bloomberg Government has more.