Unhedged

Is the K-shaped economy real?

Is the US an emerging market?

DIY data

Katie Martin and Rob Armstrong discuss the impact of the US federal government shutdown on economic data and how investors are turning to alternative data sources to understand the US economy. They analyze data from Challenger, Gray, and Christmas regarding job cuts, as well as data from ADP on job creation, and weekly...

Is Big Tech spending too much money?

Martin Wolf on the economics of populism

The vigorous nods of Bessent

Will the US bail out Argentina?

Japan’s next move

Rare earth quake

UK Budget blues

AI peak is peak AI

Introducing Untold: Toxic Legacy

Gold Now! Gold Forever! Only Gold! Gold! Gold!

AI, shutdowns and shadow banks

The largest leveraged buyout in history?

Troubling signs in corporate debt

Hedging the dollar

Should companies report only twice a year?

Private equity’s public reckoning

The mystery of the vanishing jobs