Buybacks, Bonds and the Price of Fiscal Discipline
Can Treasury support market liquidity without artificially suppressing borrowing costs? Manish Singh looks at the implications for yields, fiscal policy and risk assets.
Market Viewpoints
The Warsh Fed: Less Guidance, More Judgment
The Chair of the US Federal Reserve, Kevin Warsh seems to be saying – stop looking to the Fed for forecasts and start focusing on the data.
Markets don’t wait for peace. They just move on
Extreme outcomes are easy to imagine and often dominate attention in uncertain times—but they rarely fully materialize.
The Next Economy Runs on Compute – and Big Tech Knows It
AI capex arms race continues to accelerate. The companies that build and supply compute will dictate access, pricing, and deployment speed.
“AI is proving bigger than the noise.”
The US’s new tariffs have shaken up the global economy – but the AI boom is helping to hold things together