Markets are churning furiously beneath the surface
AI is prompting investors to reassess every business model under the sun
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AI is prompting investors to reassess every business model under the sun
The immediate economic impact will be more uncertainty
Deprivation has fallen dramatically—but not necessarily because of the welfare state
That does not mean regulators should stamp it out
The Kremlin is promising $12trn-worth of deals to Donald Trump’s administration
Get ready for a new wave of securities, hedges and collateral
The covid-19 pandemic set entrepreneurial spirits surging—for some
It’s not about the exchange rate any more
Crooked walls and broken promises are harming China’s property market
As ghoulish as it sounds, it is far better than the alternative
Surprise: it’s still motherhood
The agreements look one-sided. Their consequences may not be
An asset class that is all about vibes suddenly has awful vibes
Protecting your portfolio from a crash looks harder than ever
It is hard to be a safe haven when trouble starts at home
There is a lot more going for them than “sell America”
Are Meta and Google ads really recession-proof?
Donald Trump’s nominee was an inflation hawk—until he wasn’t
The knock-on effects of a sell-off in Japanese-held foreign investments would be far-reaching
Newly alluring yields on Japanese bonds have not propped up the currency
It isn’t just Japan: other currencies also look cheap
The technology will expand their scope and raise their value
Donald Trump’s threats over Greenland are the latest test
There is no such thing as “the” Indian growth model
Unemployment rates in rich countries are becoming topsy-turvy
It has benefited from a slice of luck, a commitment to economic reform and a shove from Donald Trump
Only a decline in corporate America’s vigour will dent the country’s dominance of financial markets
As investors worry about budgetary laxity, the central bank prepares for more rate hikes
The economy is well prepared, but more exposed than it used to be
An escalating trade war would be another matter, however
Strong exports make up for weak investment
Vigilantes have shrugged off ballooning debt and attacks on the Fed
The administration’s latest attack on America’s central bank has not gone well
His fight against high interest rates could get messy
But can the public stomach higher inflation?
The president denies all knowledge. A bizarre fight could get nasty
Gloomy expectations are starting to matter more than the data
The economy is unduly reliant on a handful of conglomerates
Dutch reforms will push up borrowing costs across the continent
Oil majors, hedge funds, Chinese lenders—all have a stake
Much depends on long-term interest rates
Donald Trump’s ambitions are expansive. His plans are limited
Despite the best efforts of its social-media censors
Few expect a crash in the year to come
Its wingspan stretches from Hollywood to AC Milan