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World leaders sign Gaza peace accord in Sharm El Sheikh
The Sharm El Sheikh summit brought together leaders from more than 25 countries to formally end the war in Gaza
Trump’s battle with the Fed could reshape financial markets for years to come
The markets “are not properly priced for what increasingly seems likely to be a rupture in Fed independence,” Evercore ISI…
US trade policy grinds down global corporate investment
Meanwhile, Wall Street neared record highs due to “euphoric” conditions
Trump touches on GERD once again
GERD back to the airwaves: US President Donald Trump’s latest comments on the Grand Ethiopian Renaissance Dam (GERD) and improved…
Could Trump help resolve the GERD dispute?
Good morning, friends. After plenty of mornings busy with IPO, energy, and telecom news, today is the first indication that…
Rising US job openings + Senate passing “big beautiful bill” help buoy USD
The USD index had its worst 1H since 1973
USD bns of capital cross the Atlantic as investor confidence in the US wanes
Outflows from US equity funds have doubled YTD, while inflows in Europe hit USD 100 bn
The Trump phone might not be “made in America” after all
The Trump Mobile website had originally noted that the T1 smartphone was made in the US, but a little over…
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