Bonds, Buybacks, and Bubbles: The Week's Market Signals

Investors are watching bond markets closely as yields shift. Free cash flow (FCF)—the cash a company generates after paying for its operations and investments—remains a key measure of financial health. Circular capex is drawing attention. The term describes companies investing in each other, a pattern that can inflate growth figures. Real estate bubbles are forming in some markets, raising concerns about sustainability. Unionisation efforts are gaining momentum in several industries. Solar panel demand continues to rise, reshaping energy markets. Vaping faces tighter scrutiny as regulators weigh new restrictions.