A warning shot to the Treasuries market
The US may be stepping back from its role as mediator in the war in Ukraine, and US long-term borrowing costs rose to their highest level since late 2023 on Monday. US drugmaker Regeneron has agreed t...
20 Touko 202510min
Trump administration to roll back banking rules
The UK is holding its first summit with the European Union since Brexit, and US authorities are preparing to announce one of the biggest cuts in banks’ capital requirements in more than a decade. Plus...
19 Touko 202511min
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
