Foxy currency trades; Vanguard takes out the slasher; Tariff predictions in a glass darkly; China’s electric cars; The rise of the robots; Geopolitics and war; The annual Superbowl and much more.
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Foxy currency trades; Vanguard takes out the slasher; Tariff predictions in a glass darkly; China’s electric cars; The rise of the robots; Geopolitics and war; The annual Superbowl and much more.
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
Part of the Mark Allen Group.