Key Takeaways President Trump appears to favour a peace proposal involving Ukrainian territorial concessions, potentially marking a shift in US policy and resetting global risk calculations. Energy markets could stabilise,...
Key Takeaways Federal Reserve Chair Jerome Powell is expected to deliver a closely-watched address at the Jackson Hole Symposium on 22 August 2025, amid speculation about forthcoming interest rate cuts....
Key Takeaways Despite extensive Western sanctions, Russia’s economy remains operational, with adaptations allowing continued funding of its military efforts in 2025. Trade deflection to non-sanctioning countries has sustained vital energy...
Key Takeaways Leadership rivalries in the AI sector, notably between Elon Musk and Sam Altman, highlight fundamental ideological splits that influence product direction and market positioning. Legal disputes and governance...
Key Takeaways Public support for banning congressional stock trading is robust, with 86% of Americans across political affiliations in favour. Despite the 2012 STOCK Act, enforcement remains lax, and violations...
Key Takeaways All 22 major U.S. banks passed the Federal Reserve’s 2025 stress tests, with an average CET1 ratio of 11.6%—the smallest decline in capital since post-2008 reforms. Bank of...
Key Takeaways Diplomatic progress toward a Russia–Ukraine peace agreement may ease commodity volatility, particularly in energy and agricultural markets. Restoration of trade flows could benefit European economies, with potential GDP...
Key Takeaways Past diplomatic disruptions, such as summit walkouts, have significantly influenced global markets, with assets like gold and U.S. Treasuries often benefitting from volatility. Ongoing speculation surrounding a potential...
Key Takeaways Summit disruptions historically cause short-term market volatility, particularly in equities and energy prices. The upcoming Trump-Putin summit in Alaska carries heightened geopolitical risk, with potential knock-on effects for...
Key Takeaways Institutional ownership in SoFi Technologies climbed to a record 52.5% by the end of Q2 2025, reflecting deepening investor confidence. Q2 2025 results showed strong performance: $858 million...
