Building Barriers: How New Tariffs on Lumber and Cabinets Could Remodel the U.S. Economy
New US tariffs on cabinets and lumber aim to protect domestic jobs but risk raising housing costs and fueling inflation across the wider U.S. economy.
The Fosse Market: What a Nobel Prize-Winning Novel Reveals About Our ‘Strange’ Economy
Nobel laureate Jon Fosse’s latest novel provides a powerful metaphor for the strange, trance-like state of the modern economy and financial markets.
The Investor’s Solitude: What a Nobel Prize Winner’s Novel Teaches Us About the Market’s Trance
A Nobel Prize-winning novel’s themes of solitude and trance offer a powerful metaphor for the psychology of investing and navigating market volatility.
The SFr16.5 Billion Blunder: Swiss Court Rules Credit Suisse Bond Wipeout Unlawful, Shaking Global Finance
A Swiss court ruled the SFr16.5bn Credit Suisse AT1 bond wipeout was unlawful, a landmark decision challenging regulatory power and investor rights.
The Architect’s Trade: What Jean Nouvel’s Radical Museum Teaches the Modern Investor
Jean Nouvel’s provocative museum design offers a powerful metaphor for disruption, providing key lessons for investors in finance, fintech, and the modern economy.
The New Energy Gold Rush: How US Shale Gas is Reshaping Global Finance and Investment
The U.S. shale gas boom, unlocked by policy changes, has transformed global energy markets, creating a new frontier for finance, investing, and geopolitics.
The Dealmaking Drought Is Over: What Goldman and JPMorgan’s Earnings Reveal About the Economy
Goldman Sachs and JPMorgan’s Q1 earnings reveal a powerful resurgence in investment banking, signaling renewed economic confidence and a market rebound.
Beyond the Headlines: Decoding the Economic Shockwaves of Middle East Conflict
Geopolitical events like the recent Gaza strikes create significant economic shockwaves. This analysis decodes the impact on markets, investing, and finance.
Kremlin’s Old Ghost: Why New Charges Against a Former Oligarch Rattle Global Finance
Russia’s new charges against Mikhail Khodorkovsky are a critical signal for investors about geopolitical risk and the stability of the Russian economy.
The Farage Threat: A Case Study in Political Risk and Its Ripple Effect on the Economy
A threat against a UK politician highlights a new era of political risk, where social media volatility directly impacts financial markets and the economy.
The $600M Bet: How the Global Race for Weight-Loss Drugs is Rewriting the Rules of Biotech Investing and Tapping into China’s R&D Power
A US biotech’s $600M raise for weight-loss drugs reveals a key strategy: using China for faster, cheaper clinical trials, altering biotech investing.
The Norman Conquest Continues: Why Archie Norman’s M&S Chairmanship Extension is a Masterclass in Corporate Revival
Archie Norman extends his term as M&S chair to 2029, signaling a commitment to one of the UK’s most impressive corporate turnarounds. What’s next?