- We analyse how markets have performed during periods of turmoil in the context of the rapidly evolving situation in the Middle East.
- The Iran crisis is unfolding in a world in which oil and gas supplies are more diversified than in previous decades
- The payrolls number was worse than expected and a sign that the job market continues to struggle in nearly every sector.
- Hedge fund seeks stake in fund that sharply limited investor redemptions in 2024 at 20% haircut
- Iran conflict could tighten global petrochemical supply, boosting U.S. ethylene/PE margins.
- Aviva and Admiral bosses predict their cover will be needed for decades
- London-based fintech says move influenced by Trump administration’s willingness to permit new players
- Digital assets company will be able to connect directly into key parts of central bank’s infrastructure
- Investors are boosting short positions in Blue Owl Capital Inc., betting the stock has more room to fall despite wiping out nearly one-third of its value this year.
- Is Block’s announcement just a convenient and flashy new cover for typical corporate downsizing?
- Top-down org charts are a blight, but one artificial intelligence will put an end to.
- Trump administration officials told mining executives and metals traders gathered in Venezuela that the US wants to help them unlock the South American country’s mineral wealth.
- Predictions that AI tools could help displace established business software are quietly coming true in some segments of the market.
- Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year — a sign of the AI company’s rapid growth in the lead-up to its recent clash with the Pentagon.
- American homeowners are staying put, a trend that’s helping drive home prices out of reach for many.
- With this US administration, the best bet is that a business deal is to be reached with Iran
- Amid the worst start to the year for their stocks in more than a decade, leaders of Wall Street’s biggest private markets firms had a surprising message: investors have reason to be concerned.
- Not if Trump refuses to follow his own administration’s best advice
- Blackstone Inc. President Jon Gray — whose company’s flagship private credit fund was hit by record redemptions — called the concerns in the market a “ton of noise” as Blackstone shares fell to the lowest level since November 2023.
- AI is prompting investors to reassess every business model under the sun
- The race to build world models is on
- Even if he has ways to rebuild trade barriers, writes Douglas Irwin
- Was a Blue Owl fund mismanaged, or did it reveal fundamental problems about the industry?
- Captrust Financial Advisors expands its Tampa wealth management operation through the acquisition of Suncoast Prosperity Advisors and its $830 million in assets.
- Financial firms that spent February enduring a dizzying series of blows from the threat of artificial intelligence are now grappling with signs those cockroaches Jamie Dimon warned about in the world of private credit are starting to scurry.
- Some creditors of Market Financial Solutions Ltd., the failed UK mortgage firm backed by Wall Street lenders including Barclays Plc, warned there may be a £930 million ($1.3 billion) shortfall in collateral backing their loans.
- Anthropic PBC rejected the Pentagon’s latest offer in a dispute over safeguards around the use of its artificial intelligence technology by the US military, escalating the standoff a day before a government deadline for the company to drop its restrictions or face severe consequences.
- FS KKR shares tumble 15% as markdowns highlight growing strains in debt extended to unlisted companies
- Dave Lewis moves to reduce shareholder payouts and outlines plan to lower prices to revive demand at ailing Guinness maker
- A few weeks ago, analysts at UBS Group AG laid out a worst-case scenario for defaults in the private credit sector. Their outlook is even more grim now.
- Energy and utilities emerge as big winners from fears that artificial intelligence will upend software industry
- JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon, asked about fierce competition across the financial industry, said he’s starting to see parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously.
- Crossing another credit market off our heat map bucket list
- International Business Machines Corp. shares had their worst day in more than 25 years on Monday, after AI startup Anthropic PBC said its Claude Code tool can help modernize Cobol, a dated programming language that’s run on IBM computers.
- US banks including Huntington Bancshares Inc., First Horizon Corp. and M&T Bank Corp. are working to build a tokenized deposit network as financial firms fight to stay relevant amid the rise of digital assets.
- We won’t see a utopia or dystopia. We’ll see faster growth and more productivity.
- Weak home sales are curbing shoppers’ appetite for appliances, cabinets and flooring, but some observers see brighter days ahead.
- Governor Chris Waller says he would back March rate cut if there are further signs of weakening in labour market
- Despite years of solid returns, direct lenders can't shake concerns about the once-niche corner of global finance.
- Private equity returned fewer profits to investors for a fourth straight year as the industry sat on $3.8 trillion of unsold assets and struggled to raise money for new funds.
- View Cox Capital Partners’ active fund list for secondary market liquidity, sell non-traded funds, interval funds, private fund liquidity & illiquid exits.
- President Trump said he would increase to 15% from 10% a global tariff that will replace many of the duties ruled illegal by the Supreme Court.
- AI is already smarter and more knowledgeable than all financial advisers
- The hedge-fund manager is adding private credit to his crusade against funds sold to individual investors.
- Inflows on track for all-time high in February as global fund managers seek alternatives to expensive US tech shares
- Despite gradual deterioration in farm financial conditions over the past year, agricultural real estate values in the Tenth Federal Reserve District remained strong in 2025.
- Stocks meandered in a tight range while bonds and the dollar fell as the Supreme Court rejected Donald Trump’s tariffs. Crypto, gold and oil mostly hovered as traders sought to assess the plans for a program that sent markets careening when first announced last year.