Market rotation, AI disruption, and private c...

Markets grapple with AI-driven volatility as strong tech earnings clash with layoffs, repricing fears, and shifting momentum. Plus, concerns over liquidity in private credit and software exposure keep investors cautious despite improving spreads. And later, strategists debate whe ...  Show more

Markets parse the State of the Union for policy clues as tariffs, tax uncertainty, and affordability dominate the economic message. Plus, AI’s surging electricity needs spotlight utilities, infrastructure, and data center buildouts as the next investment battleground. And later, ...  Show more

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  Show more

The Global South isn’t standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG’s Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-pow ...  Show more

In 1992, Canada, Mexico, and the U.S. signed NAFTA, the North American Free Trade Agreement, and the global business landscape began transforming. Pankaj Ghemawat, a professor at NYU’s Stern School of Business, studies how companies have adjusted their strategies to that disrupti ...  Show more

Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ...  Show more