A single post on Truth Social or X can reshape economic policies the broader business climate. As uncertainty around the U.S. economy intensifies, investors may begin to demand higher risk premiums. Yet, high-yield spreads remain remarkably tight. President Trump continues to escalate tariff threats, a strategy that eventually will lead to a squeeze of corporate profit margi ...
Local wins, global losses? Why responsible mining requires a global lens
As the world transitions to a climate-friendly system, demand for critical raw materials –essential to the clean and digital technologies driving this shift – is on the rise. While circular strategies like recycling and car sharing can and should help reduce the need for mined materials, some mining will remain necessary. And yes, mining undeniably impacts nature. A recent stud ...
Anatomy of a Market Rotation
And you better start swimmin’Or you'll sink like a stoneFor the times they are a-changin’— Bob Dylan “No one goes there anymore. It’s too crowded.”— Yogi Berra For global markets, and in particular the US market, 2024 was a vintage year. The S&P ended the year up around 24%, and the Nasdaq soared by 32%, led by AI chipmaker NVIDIA, which jumped 170%, having risen tenfo ...
Climate Whiplash: How water extremes affect our cities
On March 22nd, we celebrate World Water Day, a reminder of water’s essential role in sustaining life on Earth. Its importance is even clearer in the search for extraterrestrial life. Scientists often look for the presence of water when assessing whether a planet might support life. This underscores a simple truth: life cannot exist without water. If we recognize its significanc ...
#MacroFriday: Fed Raises Inflation Expectations and Sees Growth Slowing
On Wednesday, the Federal Reserve kept its policy rate unchanged at 4.25%–4.5%. Yet the latest FOMC economic projections highlight growing uncertainty in the U.S. economy since President Trump’s inauguration. In his post-meeting remarks, Fed Chair Powell acknowledged significant uncertainty surrounding the potential impact of Trump’s economic and trade policies. FOMC partic ...
Fiery Flash: Oxford Nanopore rebounds as investors look at the stars
Our Fiery Flash of the week is Oxford Nanopore Technologies, whose stock has shown a remarkable recovery over the past week. Now trading at 114 pence, the stock has climbed approximately 14% compared to its closing price at the end of last week. This rebound comes after a long period of decline since the company’s IPO in 2021, during which the stock lost up to 85% of its value. ...
#MacroFriday: German bund yield posts largest one-day jump in 35 years
The incoming German government, a coalition of conservatives (CDU/CSU) and social democrats (SPD), has proposed a major overhaul of its debt rule to accommodate increased defense spending and a €500 billion infrastructure program. Future Chancellor Friedrich Merz even framed it as Germany’s own ‘Whatever it takes’ moment to safeguard the country. While these investments will be ...
Young money: How my generation is reshaping investing
A rockstar internship at Econopolis As a 22-year-old with a passion for financial markets, I am always on the lookout for companies shaping the future of our economy. During my internship at Econopolis, I have the opportunity to dive deeper into investment research, analyzing businesses that are not only financially sound but also align with sustainable and forward-looking tre ...
While Trump hits the brakes, Europe hits the gas
In a world where defense budgets skyrocket, AI steals the spotlight, and geopolitics dictate the news, climate policy seems to be taking a backseat. But one thing remains crystal clear: Europe’s energy dependence is as strong as ever. And when it comes to Liquefied Natural Gas (LNG), that dependency has two familiar faces – the United States and Russia. They say, “When you fac ...
Fiery Flash: Not the stock chart Adobe had designed
Our Fiery Flash of the Week is Adobe, whose stock plunged more than 15% over the past week and roughly 34% over the past year, despite consistently exceeding earnings expectations. The recent sharp decline, triggered by Adobe's latest earnings release, has heightened investor concerns around the company's strategic direction and market positioning. Key factors behind this downt ...