Swamp Notes: Trump’s tilt to the left
Within the space of one week, US President Donald Trump endorsed tax increases for America’s top earners and promised to slash drug prices by up to 70 per cent. It’s a platform that echoes former pres...
17 Touko 202518min
Can Bill Ackman create a Berkshire Hathaway rival?
Japan has signalled it is prepared to hold out for a better deal with US President Donald Trump over trade tariffs, and investor Bill Ackman is trying to create a rival to Berkshire Hathaway. Plus, Po...
16 Touko 202511min
Turkey after the PKK
CoreWeave reported a 420% rise in revenue in its first quarter as a listed company and the furious rally in US assets has caught big investors off guard. Plus, the Kurdistan Workers’ party, the milita...
15 Touko 202510min
UnitedHealth’s big shake-up
The White House unveiled what it says is $600bn worth of defence and artificial intelligence deals with Saudi Arabia, UnitedHealth Group shares sink to the lowest level in more than four years, and US...
14 Touko 202510min
A sigh of relief on US-China tariffs
Global stocks surged after the US and China slashed tariffs for 90 days, and Brussels is preparing to use capital controls and tariffs against Russia. Plus, OpenAI and Microsoft are rewriting the term...
13 Touko 202510min
Are investors starting to prefer Europe over the US?
US officials say they made “substantial progress” on trade talks with China, and trade optimism has driven German stocks to record highs. Plus, US President Donald Trump will visit Saudi Arabia, Qatar...
12 Touko 202510min
Swamp Notes: Trump takes on higher ed
Description: US President Donald Trump is in an ongoing standoff with America’s top universities. Harvard lost $2.3bn in federal funding after it refused to comply with the administration’s demands on...
10 Touko 202520min
The US-UK trade deal
The US and the UK agreed to a trade deal, and the Bank of England cut interest rates by a quarter point. Plus, we hear from an FTC commissioner who was fired by US President Donald Trump and is challe...
9 Touko 202512min
