Skip to main content

Financial

Stefan Schneider

Musk warns that major SpaceX short positions have a low probability of survival Starship, a central pillar of SpaceX’s future growth, struggles to prove its technical capabilities Test flight scheduled for this month postponed twice in succession

Read More
Madison O’Brien

Yen pressured by the Honebuto policy framework and expectations of persistently high US interest rates Markets positioned for further depreciation as the impact of official intervention proves temporary Takaichi government’s tax-cut agenda risks generating additional foreign-exchange instability

Read More
The Economy Ed…

The RRF delivered strong early gains in fiscally constrained economies Greece led broad catch-up, Spain employment and Italy capital formation Lasting convergence still requires reform, productivity and private investment

Read More
The Economy Ed…

The RRF supported recovery but implementation lagged Milestones improved control without guaranteeing outcomes Its deeper legacy is shared European fiscal capacity By May 2026, the Commis

Read More
The Economy Ed…

The debt crisis exposed the euro’s missing fiscal shock absorber COVID-19 transformed common borrowing into practical policy Europe now needs a limited and accountable shared capacity In Jun

Read More
Anne-Marie Nicholson

New UK Prime Minister Andy Burnham moving to abolish VAT on household electricity bills Economic agenda centered on devolution, reindustrialization, and expanded public housing Sweeping welfare reforms expected, including a universal National Care Service

Read More
The Economy Ed…

Gold cannot provide instant dollar liquidity Dollar swap lines can contain funding shocks Argentina shows their power and political risk By the end of 2024, dollar borrowing accounted for roughly 90 percent of the $111 trillion i

Read More
The Economy Ed…

The 2024 EU fiscal rules promised simpler budget surveillance Early evidence shows spending plans still react to growth surprises A clearer debt anchor would make adjustment more transparent The euro area opened the n

Read More
Jane Lee

Takaichi government seeking to reduce the consumption tax on food to 1% Expanding fiscal commitments with no clear plan to replace lost revenue Political backlash expected when tax rate is restored, while business enthusiasm remains limited

Read More
Oliver Griffin

Gold Retreats Despite Middle East Risks as Selling by Some Central Banks Draws Attention “Inflation Is Rising, Economy Remains Resilient”: Fed Lacks Case for Rate Cuts Higher-for-Longer U.S.

Read More
Tyler Hansbrough

“Exit While Asset Values Are High”: US Data Center M&A Accelerates “Data Center-Ready Sites” with Transmission Lines and Substations Also Command Premium Prices Bidding War Emerges for SK’s Ulsan AI Data Center in South Korea A wave of sta

Read More
Siobhán Delaney

LCH Adds Offshore Renminbi-Denominated Chinese Government Bonds to Eligible Collateral Trade Settlement Lays the Foundation for Renminbi Internationalization Renminbi Financial Ecosystem Expands into Global Capital-Market Infrastructure London’

Read More
The Economy Ed…

High rents are turning Europe’s free movement into a costly privilege Housing costs now block job matching before workers move Affordable housing must be treated as labour-market infrastructure After years of fre

Read More
Siobhán Delaney

Private-market valuation surpasses $1.2 trillion AI model market increasingly shifts toward Chinese providers Widening gap between corporate valuation and market competitiveness U.S.

Read More
The Economy Ed…

Official inflation can fall while household price pressure remains high Different spending baskets create different inflation experiences Policy should pair CPI with clear perceived-inflation indicators A country can show a low

Read More
The Economy Ed…

Negative deposit rates do not just change returns; they change trust Denmark shows how households cut deposits when banks pass through negative rates Japan shows how low returns can push savers toward cash, caution, or global risk <

Read More
The Economy Ed…

Supply chain inflation begins before costs fully appear Firms price delay as a margin risk Competitor reactions can turn disruption into persistent inflation Global supply chains experience a one-month-or-longer disruption

Read More
Anne-Marie Nicholson

Big Tech pours into the corporate bond market to finance AI infrastructure AI-related investment-grade bond issuance nears USD 400 billion Data center profitability expected to remain strong amid persistent supply shortages Global Big Tech com

Read More