China has an unmatched dominance in the processing of critical commodities
Unusual swings in markets and consensus economic narratives point to longer-term forces
Financial markets can fall fast but investors should look for where longer-term problems may be brewing
Greater internationalisation of the euro requires a more resilient financial system for the region
A deal could lower tariffs’ current prohibitive levels but they will still probably be meaningfully higher than at the start of the year
Investors should pursue a ‘barbell approach’ that focuses on high conviction public credit trades and strongly secured private credit
A correction in overvalued US stocks might explain some of the currency’s decline
Recent turmoil across capital markets should be seized on to shift the balance of power on debt covenants
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies — not just currency intervention
Authorities should take action to encourage a ‘decoupling’ from moves in Treasury yields
Mobilising private funds through the capital market offers practical solutions to combat climate crisis
Demand for US assets cannot keep up with supply without a weaker currency
The move would repeat old errors and encourage the buying of Treasury debt over private sector lending
The country offers investors an enticing value opportunity, but fiscal reform is urgently required
The Sabadell CEO on why bigger is not always better
The success of the IMF’s latest bailout depends on weaning the country off its addiction to the dollar
Public disagreement within the Trump administration has grown over the past two weeks
The consequences of a move like Trump’s are fiendishly hard to predict
Markets are in a tailspin, making a return to the old cyclical highs much more elusive
Historically, the US central bank’s swap lines have helped to restore financial stability in times of crisis
If global long-only funds start to rotate out of risk the market, turmoil could get worse
As international structures that promoted free trade are unwound, there is a rising risk of a return to capital controls
The global economy is on a bumpy journey to an unknown destination
Trying to time the market can risk missing out on critical days that boost returns
Regulated funds are the natural bridge to allow individuals greater access
