Oil Falls, Ferrari Hunts for Sound and Micron Rules AI
Oil is falling despite the Iran crisis, Ferrari is struggling to electrify emotion and Micron has become the latest star of the AI…
Musk, Mars and Market Amnesia
A record Dow Jones and a looming giant public offering of SpaceX stock are masking geopolitical tensions. Markets are betting on M…
Artificial Intelligence Euphoria Collides With a Silent Bond Revolt
Bond yields are rising, stocks are being propped up by record leverage and investors are still waiting for a miracle. So why aren’…
Nvidia, Boeing and Geopolitics: Why Markets Lost Their Nerve
After the much-watched US-China summit produced few concrete results, bond markets are sounding the alarm. Rising yields in both t…
Saudi Arabia, LIV Golf and Sport’s Growing Estrangement from Its Fans
Billions, star players and a global stage – yet no audience: LIV Golf’s potential collapse shows how far sport has already drifted…
A Divided Federal Reserve Meets an Expensive AI Boom
For the first time in a long time, something other than the actions of US President Donald Trump were affecting life on the financ…
Tesla's Numbers Dazzle but the Deadlines Tell a Different Story
The markets continue to lean towards the optimistic scenario on the Iran conflict — a mood reflected in further gains for both the…
Trump, Apple and the Fed: Markets Look Past Iran
Investors remain strikingly calm despite the conflict in Iran. Attention is shifting instead to political uncertainty in Washingto…
Markets Price in Peace That Does Not Exist
Markets are rallying on hopes of de-escalation in the Middle East – but falling gas prices, low storage levels and collapsing ship…
Wall Street Buys the Peace Illusion While Oil Markets Panic
Optimism keeps stocks high, but oil prices signal a long road to normality. Physical scarcity is reshaping the market.
Markets Shrug Off Geopolitics, Stagflation Risk Builds
Geopolitics no longer scares markets, but creeping stagflation poses a growing risk, compounded by investment advice from a presid…
Iran Crisis Fuels Illusion of Calm as Oil and Gold Signal Inflation
The Iran ceasefire has calmed markets. Yet elevated oil prices and a paradoxical rise in gold signal the return of an old enemy: i…
To get rich in markets, read the White House’s mood
The markets may be dancing to Trump’s tune, but the real threats lie in a creeping economic shock in Europe and a bursting private…
Markets lose faith in Trump’s grip on the Iran conflict
The turmoil surrounding Donald Trump’s handling of the Iran crisis is rattling markets and pushing Europe towards stagflation. Tra…
Three horsemen of a downturn: war, oil shock and debt
The Iranian conflict is not unfolding as expected. The operation is taking longer than Donald Trump – and the financial markets – …