Dec 4, 2025
When US President Donald Trump publicly refers to someone as a "potential Fed chair," markets pay attention. They did so again this week when Trump, speaking at the White House, appeared to signal that Kevin Hassett has emerged as his preferred choice to lead the Federal...
Dec 1, 2025
Mohammed bin Salman's visit to Washington is unlikely to be remembered for ceremony. Investors will judge it for something far more important: whether it signals a durable realignment of capital, power and execution.
Nov 11, 2025
Warren Buffett stepping back from Berkshire Hathaway after more than six decades is, arguably, one of the defining moments in the culture of contemporary finance.
Nov 7, 2025
Artificial intelligence just got punched in the mouth. About time. The market has finally stopped treating it like a fairytale and started treating it like a business.
Oct 29, 2025
The Federal Reserve is likely to slow the pace of its rate cuts over the coming months, and that change in direction could strengthen the dollar.
Oct 17, 2025
Global stocks, commodities, and risk-sensitive currencies are poised for a powerful rally if real progress emerges from President Trump's diplomatic drive to end the war between Russia and Ukraine.
Oct 3, 2025
Every few years, markets ask whether the leading companies of the age have peaked. Today, that question hovers over the Magnificent Seven - the group of mega-cap tech firms that have powered much of the equity market's returns.
Sep 25, 2025
The Federal Reserve's decision this month to lower its benchmark rate by 25 basis points, bringing the federal funds range to 4.00-4.25%, has gently weakened the US dollar. This isn't a dramatic shift, yet in currency markets even a modest policy change carries weight. For...