What an AI slowdown could mean for investors
Tech stocks fell yesterday as markets reacted to ongoing talk of an AI apocalypse, industrial America is contending with a fresh wave of supply chain inflation, and foreign investors are now buying mo...
15 Sep 11min
Fed and BoJ expect rate hikes as US bond market flails
US Treasury secretary Scott Bessent’s interventions in the American bond market haven’t worked so far, but could interest rate decisions from the Federal Reserve and Bank of Japan this week change thi...
14 Sep 11min
Oil hits $108 ahead of Iran’s meeting with Gulf states
US long-term borrowing costs surged to their highest level in more than two decades, and Gulf foreign ministers plan to meet their Iranian counterpart to negotiate a deal temporarily managing shipping...
11 Sep 11min
AI rewrites the venture capital playbook
US government bond yields jumped to their highest level in almost three years, and the Japanese yen has strengthened this week. Plus, the IMF ditched a top candidate for chief economist at the last mi...
10 Sep 11min
DeepSeek mania spawns shadow market
Anthropic declined to submit its latest model to Britain’s AI Security Institute for testing before release, Greece wants to become the next hedge fund hub, and crude prices jumped to nearly $100 a ba...
9 Sep 11min
Is the global maritime order breaking down?
Chinese tech giant Huawei faces a US racketeering trial. Bankers for Anthropic and OpenAI push for top-tier credit ratings. Plus, the EU signals greater openness to mega mergers.Mentioned in this podc...
8 Sep 10min
A foldable iPhone: John Ternus’s first test as Apple CEO
Alternative for Germany (AfD) is projected to surge to first place in regional elections in Saxony-Anhalt, John Ternus faces his first test as Apple CEO, and the US and Ukraine held talks on how to en...
7 Sep 11min
Extended chat: Top US trade official defends Trump’s record
US trade representative Jamieson Greer is President Donald Trump’s top trade official. He has played a critical role in negotiations between Washington and its trading partners. This includes recent t...
5 Sep 19min
