The consensus view of the impact of the Iran war on equities and bonds may well prove too sanguine
Competing visions on the next big technological revolution are discombobulating markets
Trump has come close to exploding one of the great myths of the investment world
The normal order of what influences the world’s most important reserve currency is breaking down
Rising tide might no longer support all sector stocks, let alone speculative dross like crypto
If the US currency continues to slide with cuts in interest rates, countries will be forced to take action
Tracking the Donald Trump show has become pointless for investors in the short term
Monetary policy is not meant to get as exciting as it has with the Trump administration’s attacks on the Fed
Action against Venezuela and sabre-rattling towards Greenland point to risks in US president’s approach to the Fed
So much of bubble activity is driven by feedback loops, dubbed reflexivity by the well-known investor
For the first time, investors are talking about ‘US risk’
An intolerable burden is being placed on future generations that will result in financial crises and political instability
A New Hampshire municipal issue stretches the bounds of what state borrowing is for
European shares have had a breakout year, particularly for dollar-based investors
Rachel Reeves has steered the gilt market to a less skittish place with the Budget
Moves in the cryptocurrency are becoming an early alert that markets are unwell
Rising holdings of the asset class could lead to problems when the next downturn comes
The next bailout is likely to involve inflationary financing of fiscal deficits by central banks
With few haven options, the best choice for many investors may be to ride the stock market surge and see where it takes us
Usefulness of the yellow metal as a hedge against inflation is flaky
Only the wilfully ignorant can fail to see that risk-taking is running at an alarmingly aggressive pace
If a recent pick-up gathers momentum, there could be a scramble to reset portfolios
Economists and investors say there are scattered signs of self-censorship
The allure of US exceptionalism and AI is still drawing investors despite concerns over Trump’s policies
Stock rally is masking deep anxiety from investors about the path forward for the world’s biggest economy
