Israel’s economy slumps
Ukraine withdraws from Avdiivka, lacking weaponry and ammunition, and there are questions about OpenAI’s business model.Mentioned in this podcast:Israel’s economy shrank at 20% rate after outbreak of ...
20 Helmi 202411min
What next for Russia after Navalny?
The European Union plans to hit Apple with a €500mn fine over music streaming, German companies make record investments in the US, and emerging market investors switch to ETFs that exclude China.Menti...
19 Helmi 202411min
Swamp Notes: Donald Trump takes on Nato (again)
Donald Trump picked plenty of fights with Nato during his time in office. Now, even as war rages in Ukraine, candidate Trump is back at it. But is his aggressive attitude toward Nato resonating with A...
17 Helmi 202412min
Asset managers cool on climate group
European Commision president Ursula von der Leyen says Europe’s military needs to step up and two of the world’s biggest asset managers are quitting an investor group set up to prod companies over glo...
16 Helmi 202411min
Will Germany lead Nato?
UK chancellor Jeremy Hunt is considering slashing public spending to fund pre-election tax cuts, Germany is looking to boost its defence spending at a crucial time for Europe, and Citigroup has starte...
15 Helmi 202411min
Arm’s share price goes crazy
Investors scaled back bets that the US Federal Reserve will begin cutting interest rates in May, and Arm shares soared after the UK chip designer reported higher revenues boosted by strong demand for ...
14 Helmi 202411min
Wall Street fell out of love with equity hedge funds
US law firm Latham & Watkins is cutting off automatic access to its international databases for its Hong Kong-based lawyers, one of the oldest and best-known hedge fund strategies has suffered nearly ...
13 Helmi 202411min
Imran Khan rises again in Pakistan
EY took on $700mn in debt for its failed “Project Everest” plan, and tech companies are shedding jobs in a pivot to AI. Plus, Shein is seeking Beijing’s approval ahead of its IPO. Mentioned in this po...
12 Helmi 202410min
