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‘It better be different this time’

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A trader works on the floor of the New York Stock Exchange during morning trading on August 13, 2025 in New York.ANGELA WEISS/AFP via Getty Images AI optimism is driving the S&P 500 price-to-book ratio to records,…
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Central Banks Take the Spotlight

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In next week’s round of central bank meetings, we’re looking for 25bp cuts from both the and the Bank of Canada. Meanwhile, the should hit pause, though any hints of further easing will be closely monitoredTHINK Ahead in Developed…
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Africa: A New Down for Africa

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Today, Ethiopia reached a remarkable milestone in its extensive history as it inaugurated the Grand Ethiopian Renaissance Dam (GERD). The completion of the GERD will signify a new chapter for Ethiopia and, more broadly, for Africa,…

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Kevin Warsh’s First Fed Test: QE Without Calling It QE

admin

Africa: Human Rights Watch Renews Scrutiny of US-Africa Health Deals

Rates Spark: The Damage Has Been Done

Oil, DAX Forecast: 2 Trades to Watch