US Debt Rattles Markets as Moderna Triggers Short Squeeze
Washington is grappling with stubbornly high borrowing costs, while Trump blames Switzerland. Moderna’s cancer-vaccine breakthroug…
As Europeans Work Harder, Inflation Makes Them Poorer
Inflation is steadily eroding Europeans’ wages and savings. Yet the politicians whose policies helped fuel it do not seem particul…
The Investment Case for Elite Sports
Joshua Kushner and Bob Iger are set to acquire the Lakers at a record $12.5bn valuation. The deal shows how profoundly the economi…
SanDisk Is the New King of Artificial Intelligence
Markets face a quiet week for economic data, but beneath the surface, soaring memory prices are reshaping the economics of the AI …
Microsoft Revives the AI Trade
Inflation and the Fed's unpredictable stance are unsettling the markets. However, Microsoft is turning the tide. It has shown that…
Why Washington Is Defending the Yen
US support for Japan’s currency is not merely an act of assistance. A further collapse in the yen could threaten demand for US gov…
Why Texas Is Getting Its Own Stock Market
As the Texas Stock Exchange marks the culmination of its trading launch, former congressman Jeb Hensarling explains how it plans t…
Why Are Stock and Bond Markets Diverging in Expectations?
While banks profit from market volatility and the AI boom, bond investors are increasingly worried about deficits, war spending an…
Europe’s Debt Divide Is Turning Upside Down
While Greece, Cyprus and Portugal continue to reduce their debt burdens, France and several countries once seen as fiscally discip…
Qatar Blocks VW's Iron Dome Deal in Osnabrück
Qatar is threatening to derail arms production at Volkswagen's Osnabrück plant, putting around 2,300 jobs at risk. Lower Saxony is…
SpaceX Investors Take a Hit – with the Toughest Test Still Ahead
Investors face a volatile summer as geopolitical turmoil pushes up energy prices and an impending share unlock threatens to put fu…
IBM Becomes First Casualty of the AI Boom
IBM’s CEO said customers had shifted spending toward servers, data storage and memory chips at the expense of the company’s tradit…
Why Artificial Intelligence May Fuel Inflation Instead of Reducing It
Stocks related to artificial intelligence are experiencing sharp fluctuations. Following SK Hynix’s record-breaking IPO, the compa…
Stock Market Tips from the Oval Office
Trump's vast investment portfolio and cryptocurrency profits are adding a new dimension to America's debate over conflicts of inte…
Is the AI Boom Heading for a Dotcom-Style Bust?
The world's leading forum for central banks warns of a dangerous overheating in the AI boom. Trillions of dollars in investment in…