OMG: Swiss Fund Triggers Mega Contagion

Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle between two of the world’s biggest markets. According to recent re ...  Show more

Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareh ...  Show more

This week was a busy one and some of the most interesting things that happened came out of Europe, where policymakers announced up to €800 billion of additional defense spending and an easing of Germany's stringent debt rules. All of this comes as Europe responds to tariff threat ...  Show more

Global markets are awaiting the US employment report, which could influence the US Federal Reserve's interest rate decision on 18 December. European stocks rose despite political turmoil in France. Asian markets were mixed, with Chinese stocks rising ahead of a key policy meet ...

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ...  Show more

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of t ...  Show more