Trump 2.0 – a new era of volatility

With Korean semiconductor stocks down nearly 50% from their June peak, has the AI correction finally run its course? Where could the next leg of the AI rally come from, and how are China’s cheaper AI models — including DeepSeek’s rumoured new release — reshaping the competitive l ...  Show more

US equities continued their upward climb this week, supported by a series of encouraging inflation releases, while European stocks have taken a breather after hitting record highs earlier in the week. In fixed income markets, government bond yields moved lower as investors scaled ...  Show more

Donald Trump has been inaugurated as the 47th president of the United States. The dollar rallied and Asian stocks trimmed their opening gains after President Trump said he was considering enacting previously threatened tariffs on Canada and Mexico starting next month.  Featuring: ...  Show more

Episode 501: Neal and Toby recap Trump’s inauguration and discuss the laundry-list of executive orders on trade, immigration, government efficiency, and more. Then, TikTok was finally banned… Then it went back online, with the app giving credit to President Trump. Plus, Trump lau ...  Show more

President Joe Biden has authorised Ukraine to launch limited strikes into Russia using US-made long-range missiles, and the world’s largest economies are gathering in Brazil for a G20 summit overshadowed by Donald Trump. The US dollar is rallying, as markets expect that the ne ...

First: Trade war. Trump slaps sweeping new tariffs on American adversaries and friends. Former Treasury Secretary Larry Summers on what it means for you. Plus: The political blowback and another dizzying week. Trump unveils a strict hiring freeze and FBI purge and a botched fund ...  Show more