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The US president’s “
Is Europe’s 80-year-old alliance with America doomed? asks Michael Shear in The New York Times. US president Donald Trump’s threats of 25% tariffs on a slew of European nations, including the UK, for
Issue of the week: currency gyrations The “debasement ...
Issue of the week: the weaponisation of finance ...
Andrew Van Sickle: A recurrent theme this year, and the subject of one of your key research papers, was drawing parallels between the dotcom bubble and this AI boom. What’s your take? Is this a case o
I’ve never had much luck with metals. In 1981, around a year after the last structural gold bull market peaked, I was given a small krugerrand. Aged seven, having noted that it was not made of chocola
The US dollar has slid to a four-year-low. The dollar index, which tracks the greenback against a basket of major trading partners’ currencies, has dropped 12% since the start of 2025. Sterling now bu