IMF’s warning about the roughly USD 4.5 trillion of bank exposure to hedge funds,

Here’s a breakdown of the IMF’s warning about the roughly USD 4.5 trillion of bank exposure to hedge funds, private credit, and other nonbank financial institutions — why it matters, how the risks arise, and what the implications are. What’s the warning and what’s the scale In its latest Global Financial Stability Report, the IMF […]

Watch-out Car with no Driver!!

   Yes, it does seem likely that USA based Waymo aims to launch driverless (or mostly driverless) robotaxi services in London, but there are some caveats. It’s not absolutely certain yet. ✅ What the reports say Waymo plans to launch in London in 2026Waymo has officially announced that it intends to bring its fully driverless […]

Chinese Electric car Imports, tariff free , WHY??

  Why are we accepting Chinese electric cars with no Tariffs? – Europe charges up to 38%! The growing popularity of Chinese cars globally has a bunch of reasons behind it — some economic, some technological, and some political. Here are the key factors, plus some of the trade‐offs and what it might mean going […]

Trump and getting the Federal Reserve to reduce Interest Rates

What’s happening Trump has attempted to remove Lisa Cook, a member of the Board of Governors of the U.S. Federal Reserve, citing allegations that she committed mortgage fraud in documents she signed in 2021 (before her appointment). Cook denies wrongdoing and has filed a legal challenge, arguing that Trump lacks the legal authority to dismiss […]

Must Labour prove economic growth to establish Fiscal Trust, given its past record?

      That’s a sharp question. The short answer is: not strictly, but economic growth makes it much easier. Here’s the reasoning: 1. Fiscal trust comes from credibility, not just growth Fiscal trust is about whether households, businesses, and financial markets believe the government will manage the public finances responsibly. A government can build […]

“First Brand Bankrupt” is it the first of Many Corporate Bankruptcies!?

    This is a timely and worrying development, what we know so far about the First Brands bankruptcy, what its triggers are, and whether this is likely to be “the first of many” — i.e. a signal of broader stress in corporate credit / private markets. What’s happening with First Brands The headlineFirst Brands […]