Business
Global energy markets are on the verge of a disaster
Global energy markets face imminent disaster, with projections ranging from dire to catastrophic.
The stablecoin market has got too stable
The stablecoin market has stagnated, with growth in dollar-linked cryptocurrencies slowing significantly. This lack of expansion suggests the sector has become overly static and stable.
American corporate profits keep shrugging off global tumult
US corporate profits remain resilient despite global instability, with earnings forecasts reaching unprecedented highs.
Scammers are becoming ever more sophisticated - this is what the fightback looks like
Sophisticated scammers use fake identities and counterfeit sites to steal millions, as seen in Kirsty’s £130k loss. Authorities are fighting back against these evolving, cross-border digital fraud networks.
Hormuz is (apparently) unblocked. Energy markets remain a mess
Although the Strait of Hormuz appears clear, energy markets remain turbulent due to mines, distrust, and vessel shortages. These factors are expected to sustain tight supply conditions for months.
Global imbalances are back. Who’s to blame?
Global imbalances have returned, with the usual suspects emerging to share blame. The article explores who is responsible for this resurgence in economic disparities.
Pakistan’s deft diplomacy is an economic blessing. And a curse
Pakistan’s diplomatic agility delays crucial economic reforms, serving as both a short-term boon and a long-term structural curse.
War will drain the Gulf’s $6trn treasure chest
Ongoing hostilities threaten to deplete the Gulf’s $6 trillion oil-derived wealth, creating significant hurdles for the region's financial guardians.
How to build a portfolio when bonds fail to buffer stocks
The traditional bond-stock hedge is failing, but investors shouldn't immediately liquidate fixed-income holdings. Instead, portfolios require reconstruction to adapt to this new market reality.
The tech jobs bust is real. Don’t blame AI (yet)
Tech layoffs are real, but don’t blame AI yet. The slump stems from other factors, not just automation.
America’s next Fed chair is caught in a vice
Surging inflation predates the Iran conflict, trapping America’s next Fed chair in a difficult position.
One neat trick to end extreme poverty
A longstanding issue may possess an unexpectedly straightforward answer.
Can the secondary market allay private-credit fears?
The secondary market offers near-term relief for private-credit fears, with its impact expected to be far more substantial over the longer horizon.
The latest Italian banking whodunnit has it all
This Italian banking thriller delivers a coup, conspiracy, and a corpse, packing every classic mystery element into one gripping narrative.
South Korea’s AI industrial policy meets the energy shock
South Korea’s aggressive AI industrial strategy faces a severe energy crisis, creating a messy collision between technological ambition and power constraints.
The third Gulf war will scar energy markets for a long time yet
The Third Gulf War will inflict lasting damage on energy markets, with high prices persisting due to ongoing threats and devastated infrastructure.
Bye, bye to the Trump trades
Markets are unwinding positions tied to Donald Trump, signaling the end of the "Trump trade." This shift reflects changing investor sentiment as political and economic expectations evolve.
How the Iran war has sowed panic among farmers
The Iran war has triggered panic among farmers due to soaring fertilizer and fuel prices, potentially causing a global food shock.
As Iran’s civilian economy crumbles, its military economy grows stronger
Iran’s war economy thrives as its civilian sector collapses, splitting the nation into two distinct spheres.
Inflation or recession? The tug of war in bond markets
Bond markets face conflicting pressures as government borrowing costs are pulled in opposite directions by diverging inflation and recession fears.