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How once-unimaginable catastrophes become baseline assumptions There is a particular kind of hubris that infects markets in the long stretches between catastrophes. Volatility compresses. Risk premia...
There was a moment, somewhere in the fog of mid-2025, when the prevailing consensus on Wall Street and in the marble corridors of multilateral institutions was...
When the White House quietly confirmed that US President Donald Trump would travel to Beijing on May 14 to 15, rescheduling a summit previously derailed by...
There are moments in capital markets that read less like transactions and more like declarations. Singapore’s DBS Group — the largest bank in Southeast Asia —...
As gold trades near record highs and Bitcoin consolidates after a brutal 50% drawdown, the Bitcoin-gold correlation has broken down. Here is why the barbell strategy—gold...
The redundancy notice landing in nearly 600 KPMG auditors’ inboxes this week is not a one-off shock. It is the latest, most revealing chapter in a...
A US appeals court overturned a $16.1 billion judgment against Argentina in the YPF nationalization case — obliterating Burford Capital’s biggest bet. Here’s what it means...
Fed Governor Stephen Miran outlines a $2tn balance-sheet reduction roadmap while Trump praises Pirro and Bondi for their “courage” in the DOJ probe of Chair Jerome...
In the early 1980s, something extraordinary was happening in rural China. Incomes were surging. Families who had known only collective poverty under Mao Zedong’s commune system...
The central bank that spent two years engineering the perfect soft landing is now watching the runway catch fire. Speaking at the ECB Watchers Conference in...