Unhedged

Best of: the world’s greatest stocks

How inflationary are tariffs, really?

Looking at 2025

Disinflation, demographics, Doge

Live from Kilkenomics: anger and economics

Live from Kilkenomics: financial mistakes

The Trump economy: How big? How beautiful?

Do the markets even care about the US election?

Magnificent 7 report

Can Boeing come back?

What do bond markets know about the election?

The titans of Wall Street

The rise of high-frequency trading firms like Citadel Securities, Jane Street, and XTX has fundamentally transformed financial markets, displacing traditional banks that once dominated trading floors. Driven by advanced technology and complex algorithms, these firms now handle a significant portion of global securities...

The $2tn man

Are emerging markets back?

Novo Nordisk, Eli Lilly and the GLP-1 economy

Markets send mixed signals

Markets and the Middle East

Is the China stimulus package enough?

Immigration and unemployment

The case for small- and mid-caps