Global Investing

US bond weakness exposes growing concerns over Fed policy, AI optimism and America’s fiscal outlook.

Lies, damned lies and stock markets

Apollo, Blackstone, BlackRock and others will use compute as collateral to fund AI infrastructure at scale.

Forget OPEC. The Chinese Communist Party calls the shots

Iran war drained US missile stocks, leaving Washington short on offence and defence options for months, maybe years, to come.