2026-02-11 18:00:07
President Donald Trump couldn’t be any clearer about what he wants on interest rates — he wants them cut, quickly and not a little. Soon he’ll most likely have a chair of the Federal Reserve who’s willing to oblige. But there’s no such clarity on what the president and his officials want for the dollar — and that could soon be a problem.
2026-02-11 13:01:40
The rotation is driven less by problems for the behemoths than by cyclical factors that have improved earnings for everyone else.
2026-02-11 13:00:10
The world moves on different wavelengths. Some are high-frequency shocks — wars, emerging technologies, market panics — that spike quickly and dominate our attention. Others are low-frequency forces that move slowly but relentlessly: demographics, globalization, water and food scarcity.
2026-02-11 13:00:10
Sell first, ask questions later. That was the stock market’s response to last week’s new artificial-intelligence tools that challenge the software, legal data and media industries. But bargain hunters seeking victims of indiscriminate selling may need patience waiting for a recovery. Corporate beneficiaries on the other side of the trade — businesses that actually use AI to improve how they operate — could be the more lucrative opportunity.
2026-02-11 13:00:07
Keir Starmer has won yet another stay of execution. For much of Sunday and Monday, the UK prime minister teetered on the brink, only to be hauled back at the last minute by his not-so-faithful cabinet.
2026-02-11 12:00:09
Artificial intelligence doesn’t only threaten to put herds of software businesses out to pasture. Anthropic PBC’s schooling of its Claude models in financial modelling has also sent a cold shiver down the spines of bankers and analysts. While I mostly suspect that the banking industry’s talent for self-preservation will defend it from technological change, I do wonder if the extreme version of our fully automated AI future could make financial services as irrelevant as everything else.
