Think Ahead: When 2 Tribes Go To War - Budgets V Markets
From Paris to Tokyo, budget battles are back in the driving seat in global bond markets. James Smith breaks it all down and looks at what it means for central banks this autumn.
Trump Announces Extra 100% Tariffs On China, Control ‘Critical Software’ Exports
US President Donald Trump announced on Friday sweeping new tariffs on China, declaring an additional 100% tariff on all Chinese goods and tighter controls on exports of critical US software, effective November 1, 2025.
CNP: A Utility Profiting From Surging Power Demand
We don’t buy emojis, “hot tips,” or hopelessly complicated ETFs. We build positions in healthy, growing businesses. CenterPoint Energy Inc. (CNP) is one example. It just increased its 2025 guidance almost a month ahead of its regular report.