Week of 30 March 2026
Weekly markets 30 03 2026
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Bond traders have pivoted this week — the fear is no longer inflation, it's a global slowdown. We look at why sovereign debt is rallying, what falling yields in the US, UK and Germany are signalling, and why Goldman Sachs has raised its recession probability to 30%. Closer to home, we examine a crisis that rarely makes headlines: youth unemployment in London has hit its worst level since the financial crisis, with graduate job listings down by over 80% since 2019, and AI increasingly being cited as a cause. We also cover the emerging race to take AI infrastructure into orbit, with space start-ups attracting serious venture capital ahead of SpaceX's anticipated IPO.
