The unspoken tension between the White House and the Federal Reserve has exploded into public view. Following Fed Chair Jerome Powell’s disclosure of a DOJ investigation—which he termed a “pretext” to force faster rate cuts—global investors are rapidly repricing the risk to US institutional stability. 📉 THE MARKET VERDICT: The “governance risk” trade is active:...
The White House is drawing a hard line in the sand for US energy majors. Following a meeting where ExxonMobil CEO Darren Woods publicly called Venezuela “uninvestable” under current laws, President Trump has threatened to block the company from participating in the country’s reconstruction entirely. 🗣️ THE FLASHPOINT: ⚖️ THE NEW RULES OF ENGAGEMENT: This...
Gold is no longer just a hedge; it is currently the primary global fear gauge. The yellow metal vaulted above the historic $4,600 per ounce mark on Monday, hitting its first record peak of 2026. This follows a year of relentless all-time highs, driven by a convergence of monetary looseness and unprecedented geopolitical volatility. 🌪️...
Despite a high-profile judicial scandal in its financial capital, Italy’s property market is emerging as Europe’s surprising growth engine for 2026. According to new forecasts from Scenari Immobiliari, transaction volumes in Italy are projected to rise by 8.4% this year to €175.8 billion, driven by political stability and a “regulatory clean-up.” 📊 THE GROWTH LEADERBOARD...
The conflict between the White House and the Federal Reserve has moved from political pressure to legal warfare. In a dramatic escalation over the weekend, Fed Chair Jerome Powell revealed the administration has threatened him with a criminal indictment, ostensibly related to the renovation of the Fed’s headquarters. Powell slammed the move as a “pretext”...
A major private equity transaction in India’s lending sector has stalled, with the regulator and the investor seemingly at odds over structure. The Reserve Bank of India (RBI) has reportedly raised objections to Bain Capital’s plan to acquire a controlling stake in gold loan major Manappuram Finance, citing concerns over the firm’s existing ownership of...