Political Finance
Fiscal Feud or Financial Fact? Unpacking the Row Over the UK’s Finances
A political feud erupts over the UK’s finances. We dissect the claims, the economic reality, and what it means for investors and the stock market.
The Gilt-Edged Cage: Why the Bond Market Now Rules British Politics
The ghost of the 2022 mini-budget has created a new political reality where the bond market’s approval is paramount, forcing a cautious economic consensus.
The Milei Tsunami: How Argentina’s Election Unleashed a Global Market Shockwave
Argentina’s election sparked a market frenzy, with an $80bn M&A surge and a rally in assets. We dissect the impact of Javier Milei’s radical reforms.