It’s odd to consider, but a recession could flip our bullish outlook on bonds to bearish. It’s unusual because typically, inflation drops during a recession, leading to lower yields and higher bond prices. While we believe that if an…
To boost competitiveness and cut red tape, existing sustainability reporting and due diligence rules are being simplified. The aim is to ease reporting requirements and cut social and environmental obligations for companies. The draft…
Alex Boyd andTom BatemanState department correspondent on Air Force OneReutersUS President Donald Trump has said "the war is over" as he travels to Israel for the release of hostages from Gaza under the ceasefire deal agreed between…
As household wealth hits $176 trillion, a hidden workforce transformation is reshaping economic data
America added over 1,000 new millionaires every day in 2024, bringing the total to nearly 24 million, about 7% of the entire adult…
The strategy I deploy in my macro hedge fund, Palinuro Capital, relies on many quantitative inputs, and one of the most important remains our Quadrant Asset Allocation Model.
The principles are simple:
1. Estimate future growth,…
Glenn CampbellScotland Political Editor, AberdeenPA MediaJohn Swinney will make his keynote speech to the conference on MondayThere is one sure sign that the Scottish National Party is about to meet for its annual conference.Around this…
Thinking Machines Lab, the AI startup led by former OpenAI CTO Mira Murati, has lost one of its co-founders to Meta.
The Wall Street Journal reports that AI researcher Andrew Tulloch announced his departure to employees in a message on…
As you highlighted in your recent TradeTalks interview, AI is projected to generate between $350 billion and $410 billion annually for the pharmaceutical sector by 2025, driven by innovations in drug development. How is AI…
The NASDAQ hit a new all-time high of 23,101 at the open, helped once again by semiconductors. The evolving AI narrative is that we will hear bullish sentiments about the adoption rate of AI solutions during the 3rd quarter earnings…