THE SUPREME COURT HITS THE BRAKES ON TARIFFS
The Supreme Court just threw a massive wrench into the new administration's trade strategy.
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THE AI COLD WAR HEATS UP
If you thought the AI space was going to be a friendly race, think again.
THE RACE TO RUN THE ECB
The battle to succeed Christine Lagarde at the ECB has officially started.
PALANTIR TOUCHES DOWN IN MIAMI
Warner Bros. is back at the negotiating table with Paramount, while Goldman Sachs has quietly decided to scrub DEI requirements from its board hiring criteria.
THE RETURN OF THE 2006 PAYCHECK
It feels like the mid-2000s all over again, and not just because low-rise jeans are back.
THE BONDI TOP
You know we have reached a strange moment in the cycle when the Attorney General accidentally calls the top.
THE AI TRADE JUST HIT TURBULENCE
The AI trade is officially messy.
WHEN THE ROBOTS COME FOR THE MONEY MANAGERS
The AI trade is shifting targets. For a while, it was all about who makes the chips and who builds the data centers.
THE BIG BANKS AND THE 100-YEAR BOND
We’ve hit February already, and the momentum in the financial world isn’t slowing down.
THE BILLION-DOLLAR AI BLITZ
The Dow finally crossed the 50,000 mark during a solid relief rally.
THE DAY CLAUDE BROKE WALL STREET
Wall Street’s favorite trades just hit a wall.
WHY THE SOFTWARE TRADE IS CRACKING
The software sector is having an identity crisis.