Showing 1 - 10 of 36
Economy will pop with AI bubble
News, Published on 07/10/2025
» The old truism that the stock market is not the economy risks underplaying how much today's powerful investment trends could impact the prosperity and lives of the whole country.
Dollar haven status may always have been a mirage
News, Published on 10/09/2025
» The dollar's sharp drop in April during a burst of tariff-related financial stress called into question what many had assumed to be its critical function as a safety trade. Some now wonder whether that haven status was ever truly warranted.
Data war risks creating false calm
News, Published on 19/08/2025
» Political pressure on government statisticians and private forecasters risks sending markets down a rabbit-hole, which could suppress volatility today but lead to seismic reality checks in the future.
Stablecoin explosion fuels liquidity, not yet money
News, Published on 16/08/2025
» Treasury market bulwark or catalyst for a liquidity bubble? No one's sure whether the now government-blessed "stablecoin" explosion will juice or destabilise the economy.
Brexit's parallels with Trump's tariffs tell a tale
News, Published on 06/08/2025
» In figuring out why the US tariff shock hasn't sent the economy or financial world into a tailspin, Britain's exit from the European Union trade bloc provides something of a playbook -- and without a particularly happy ending.
Dollar confusion reigns amid uncertainty
News, Published on 10/05/2025
» Currency markets that only a few months ago assumed a trade war would lift the US dollar now suspect that a full-scale devaluation may be underway, suggesting few market players have a clear handle yet on the US administration's dollar plans.
IMF exit would be true dollar shock
News, Published on 30/04/2025
» The US dollar has suffered its worst start to any year since 1989 as the Trump administration has put forward once unthinkable economic policies, unnerving global investors.
Record gold crowded by one player
News, Published on 18/04/2025
» For the first time in two years, US megacap tech stocks are no longer considered the most crowded trade on the planet. They've been overtaken by gold, and that's partly related to eye-popping bullion buying from China.
Scramble for Wall St alternatives
Oped, Published on 21/02/2025
» Global investors finally appear to be doubting the wisdom of keeping all their eggs in one basket. A decade of exceptional US investment returns may, therefore, be cresting just as Donald Trump's "America First" programme returns to Washington.
Business cycle remains a real risk for markets
News, Published on 12/12/2024
» Whatever 2025 holds for world markets, talk of an end to business cycle investing eerily reflects past periods of hubris and makes all the persistent bullishness seem slightly reckless.