Bloomberg reports that the Danish pension fund AkademikerPension will unload its $100 million position in US Treasuries by the end of the month. The fund …
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Here is what I wrote at the start of the year: The number one risk I see in the foreign exchange market in 2026 is …
BoE Governor Bailey warns that the loss of Fed independence risks spillover effects The S&P 500 falls to new lows as risk aversion dominates: Will …
Threat to the Federal Reserve risks spillover effects There is a very substantial scope for spillover Fed Chair Powell is a friend of mine and …
FUNDAMENTAL OVERVIEW The S&P 500 futures opened lower yesterday following Trump’s escalation over Greenland over the weekend. As a reminder, the US President threatened to …