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Swamp Notes: Listener mailbag, the election and 2025
Are the Democrats doomed? Which world leaders are happiest to see Trump back in the White House? And why are investors flooding into American stocks?…
1 year, 2 months ago
Why Microsoft needs nuclear energy
A number of cryptocurrency-focused hedge funds are outpacing their rivals, the Bank of England holds interest rates at 4.75 per cent, and Microsoft h…
1 year, 2 months ago
What 2024 taught central bankers
The Federal Reserve cuts interest rates by a quarter-point but signals a slower pace of easing, and we look back at what central banks learned in 202…
1 year, 2 months ago
Javier Milei scores Argentina economy win
Argentina emerged from a severe recession in the third quarter, Microsoft buys twice as many of Nvidia’s chips as any of its largest rivals, KPMG nar…
1 year, 2 months ago
AI investors look beyond chips
Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most…
1 year, 2 months ago
Arm and Qualcomm head to court
Germany’s Olaf Scholz is expected to lose a confidence vote in parliament on Monday, and Arm and Qualcomm’s bitter legal feud over chip design licens…
1 year, 2 months ago
Swamp Notes: Europe in the age of America First
Europe has been able to predictably lean on the US for decades. But Donald Trump used tariffs and other economic threats to test those assumptions in…
1 year, 2 months ago
The dangers of investor groupthink
HSBC is reviewing its retail banking operations outside the UK and Hong Kong, and the European Central Bank cut interest rates by a quarter-point to …
1 year, 2 months ago
Microsoft bets on AI healthcare
European Nato members are holding talks about increasing the alliance’s target for defence spending, Microsoft’s artificial intelligence head Mustafa…
1 year, 2 months ago
Can big oil escape the ‘valley of death’?
Qatar’s sovereign wealth fund prepares for a petrodollar windfall, while oil majors scale back their $18bn power generation push. Israeli Prime Minis…
1 year, 2 months ago