US

EFG International's GianLuigi Mandruzzato: Trump interference with Fed independence will have serious consequences

US

EFG International's GianLuigi Mandruzzato: Trump interference with Fed independence will have serious consequences

Risk to markets

clock 01 May 2025 • 4 min read
100 days of Trump 2.0 in charts: Fed rate cuts, S&P 500 crash and questions over Treasuries

US

100 days of Trump 2.0 in charts: Fed rate cuts, S&P 500 crash and questions over Treasuries

'Veneer of US "exceptionalism" has been thoroughly routed'

clock 30 April 2025 • 6 min read
Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

Investment

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

'Conventional diversification no longer provides adequate protection'

clock 30 April 2025 • 4 min read
Van Lanschot Kempen's Lampros Smailis: DeepSeek and you shall find opportunities in AI infrastructure

Technology

Van Lanschot Kempen's Lampros Smailis: DeepSeek and you shall find opportunities in AI infrastructure

'AI will become more efficient'

clock 29 April 2025 • 4 min read
Markets massively increase odds of May Fed rate cut since Trump trade war began

Economics

Markets massively increase odds of May Fed rate cut since Trump trade war began

Over 90% forecasting a cut

clock 28 April 2025 • 2 min read
Friday Briefing: You deserve better than this

Markets

Friday Briefing: You deserve better than this

Friday Briefing

clock 28 April 2025 • 5 min read
US M&A spending jumps 50% in March as deal volume declines

Investment

US M&A spending jumps 50% in March as deal volume declines

Near 6% drop in number of deals happening

clock 23 April 2025 • 1 min read
Musk concedes tariff's negative impact on Tesla as carmaker misses Q1 earnings targets

Companies

Musk concedes tariff's negative impact on Tesla as carmaker misses Q1 earnings targets

Stepping back from DOGE

clock 23 April 2025 • 4 min read
Crypto enthusiast Paul Atkins pledges to make US 'most secure' market as he is sworn in as SEC chair

People moves

Crypto enthusiast Paul Atkins pledges to make US 'most secure' market as he is sworn in as SEC chair

Tight Senate vote of 52-44

clock 22 April 2025 • 1 min read
Donald Trump lashes out at Fed chair Jerome Powell claiming there is 'virtually no inflation'

US

Donald Trump lashes out at Fed chair Jerome Powell claiming there is 'virtually no inflation'

Criticises Powell rate cut policies

clock 22 April 2025 • 3 min read
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