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Insights and research on global events shaping the markets
New Fed Chair Warsh’s big plans amid rising price pressures
Flash note UK: political risk and markets
Flash note
AI analysis of S&P 500 transcripts shows limited concern about economic slowdown as AI dominates corporate discussions
Fed meeting/FOMC decision from 29 April 2026
OpenAI is reportedly building an AI-first smartphone to challenge Apple's mobile dominance.
The UAE's exit from OPEC is one of those events whose true significance only becomes clear over time.
Kevin Warsh's Senate Banking Committee confirmation hearing yesterday (21 April 2026) was the big event—he's President Trump's nominee to replace Jerome Powell as Fed Chair. It was a fiery, high-stakes session focused on independence, inflation, his personal finances, and his vision for overhauling how the Fed operates.
flash note
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