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The ‘big beautiful’ budget vs the bond market
President Donald Trump’s ‘big beautiful’ bill was passed by the House of Representatives last week. It adds yet more deficit spending to the US budge…
1 year ago
When Spacs attack
Special purpose acquisition companies are basically bags of money looking for businesses to acquire. They boomed in 2021 and then went into hiding. N…
1 year ago
The microcap explosion
Microcaps of every sort have been rushing to list on US exchanges. Many are from China and represent shares in tiny companies, such as a chain of hot…
1 year ago
The UK’s trade deal
Recent announcements about trade deals with the UK and China have cheered markets. But what exactly did the UK agree, and why? Today on the show, the…
1 year ago
Not-so-bad news is the new good news
Lower-than-expected inflation and the start of negotiations with China seemed to help stocks on Monday. But the dollar remained uncharacteristically …
1 year ago
Berkshire after Buffett
At the annual meeting of Berkshire Hathaway, Warren Buffett announced his retirement from day-to-day management. Today on the show, Katie Martin and …
1 year, 1 month ago
Will the real money pivot to Europe?
There is fast money and there is real money. Fast money means day traders and hedge funds, who jump in and out on the day's news. But the real money …
1 year, 1 month ago
GDP goes negative
The GDP contracted this past quarter – a turnaround from two years of surprisingly steady growth. Baked into that negative number are imports, as sel…
1 year, 1 month ago
Bad shipping news
Air and sea freight bookings for international cargo are plunging. As the reality of empty shelves starts to hit consumers, will Donald Trump blink? …
1 year, 1 month ago
Wall Street vs the White House
The current administration rode in on a wave of support from America’s traders, lenders and money managers. But that might be changing. Today on the …
1 year, 1 month ago