Economy & Markets
Economy & Markets #2 - Trump plays real-life Risk
Economy & Markets
Economy & Markets
Economy & Markets #51 - Europe finances Ukraine, Washington confronts Venezuela
Economy & Markets
Economy & Markets #50 - Playful scenarios for 2026 and a critical look at Private Equity
Economy & Markets
Economy & Markets #49 - Europe is becoming divided in terms of pace and vision
Economy & Markets
Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels
Economy & Markets
Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment
Economy & Markets
Economy & Markets #46 - Markets Seek Direction Without Data
Economy & Markets
Economy & Markets #45 - Two Speeds in One Economy: Why the Fed Is Caught Between Growth and Inequality
Strong profit growth at the top masks the pressure on the middle class and SMEs, making monetary policy increasingly difficult to balance.
Economy & Markets
Economy & Markets #44 - Opportunities for a New Investment Wave in the Gulf States
Researchers at KKR cite five factors why the Middle East is the place for investors in the coming decade.
Economy & Markets
Economy & Markets #43 - Private Credit: The Wild West of Wall Street
According to JPMorgan CEO Jamie Dimon, private credit is the new frontier of financial risk. The losses at Tricolor and Jefferies illustrate the vulnerability of this rapidly growing market, even as system banks show strong quarterly figures.
Economy & Markets
Economy & Markets #42 - Xi Jinping Plays the King of Diamonds, But Is It a Bluff?
How China has become a major power in precious metals, and Europe is once again the loser.
Economy & Markets
Economy & Markets #41 - From Tokyo to Silicon Valley: How Politics and AI Are Reshaping the Markets
Japan saw its first female prime minister, Sanae Takaichi, who is committed to defense and AI. OpenAI and AMD closed a mega-deal for 6 GW of computing power, a symbol of the AI supercycle. Analysts are torn between growth and bubble, while the US labor market continues to cool.