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If AI is the real deal, capital markets jobs disappearing will be just the beginning
Hope Trump would end the war triggered a big rally earlier this year
Worry less about jockeying for position in the eyeline of MDs than doing three basic things
Reform will be very painful, but worth it
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Enthusiasm for a defence push on the continent is crucial but lacking -
Some borrowers eye depth of US dollar market, while others anticipate 'orderly impact' on euro spreads
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Africa and the Gulf will suffer most in a global recession, rather than from direct tariff pain
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Trump has been far more open to negotiation on tariffs than expected, said one EM fund manager
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Transparency is an issue for the central Asian state, said one sovereign investor
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Deals off as shares fall ahead of tariff announcements
