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Pictet research head on China: "I'm not even sure we have 10 years ahead of us"
14 insights: why US debt is backed by US technology, why the old emerging-market label is obsolete, and why Germany's exit from nuclear power was a…
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Putin is a cornered rabid groundhog, not a lone wolf, says an NYU senior fellow
7 arguments: Why he says diesel is what finally reached Trump's voters, the case for making Mark Carney the EU's honorary president, and Germany's 2039…
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2/3 of the backstop came from the German government, HSBC Global Viewpoint finds
8 lessons: Why a turbine fault turned bank guarantees into the bottleneck, what the state asked for in return, and how 23 banks took the government's…
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Morgan Stanley's Europe equity chief: the 10-year discount to the US broke out in January
5 calls: Why she thinks the gap keeps closing to single digits, what 19% earnings growth in Europe is built on, and how much of the index is AI capital…
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Standard Chartered's allocation head: 5% is capital scarcity, not a fiscal story
5 calls: Why AI capital spending of $260B in 2024 becomes $1.2T by 2027, where on the bond curve he still wants to be, and the case for gold as…
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Ken Rogoff: Germany's military spending is why its 10-year yields are at 2011 highs
2 takeaways: Why the bond market now charges more to a government that was not heavily indebted, and Kai Ryssdal's case that rates rising abroad will…
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Emmanuel Cau: Europe has kept pace with the US at up 11-12%, and not by avoiding AI
7 takeaways: Why the reason yields are rising matters more than the level, what has to go right in Germany, and the one sector investors are only now…
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