In a week when financial markets were rattled by President Trump’s tariff saga, marked by announcements of global import duties, an outright trade war, and a resulting market crash, it was refreshing to spend Wednesday afternoon and evening following the Fusion Virtual Mini-Conference, hosted by investment bank Jefferies. During this event, six promising companies and organizat ...
#MacroFriday: Largest US Equity Underperformance in March since 2009
Remember this chart? Back in December, we highlighted how U.S. equities in November delivered their strongest monthly outperformance versus global equities (excluding the U.S.) since the Global Financial Crisis, driven by the optimism surrounding Trump’s election and expected policies. Things changed quickly… After Liberation Day comes Retaliation Day. Countries and regions ...
All Eyes on the Ocean: A Make-or-Break Climate Moment for Global Shipping
Next week, the International Maritime Organization (IMO) convenes in London for its 83rd session of the Marine Environment Protection Committee (MEPC). On the table: nothing less than the future climate pathway for international shipping. While emissions from global maritime transport have long flown under the radar, the sector currently accounts for nearly 3% of global greenho ...
Game Over? Ubisoft sinks as investors rage over Tencent tie-up
A bloody red week. Not just for a few unlucky names, but for all financial markets, across all sides of the great oceans. So, with candidates aplenty for this week’s Fiery Flash, we’ve taken the simplest and sharpest approach: spotlighting the biggest decliner in the Euro Stoxx 600. Our Fiery Flash of the week is Ubisoft Entertainment, the once high-scoring gaming giant in a wo ...