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14.09.2025 11:00
Polish Stock Rally Seen Rolling On Despite Drones, Bank Tax Hike A rip-roaring economy and cheap valuations will keep Poland’s stock rally on track, according to investors who say the market can overcome wobbles caused by a Russian drone incursion, sputtering negotiations over Ukraine and a looming tax hike on banks.

13.09.2025 23:13
Warner Bros. Brings Big Win for Fallen Angel Debt: Credit Weekly Warner Bros. Discovery Inc.’s junk bonds surged this week, handing big gains to investors that bet on the company when its future looked comparatively bleak. More such opportunities may be coming, according to money managers including Loomis Sayles & Co.

13.09.2025 22:18
Mandelson Firm Let Conflicts Persist as Losses Prevented Buy-Out Peter Mandelson’s advisory firm Global Counsel allowed the risk of conflicts of interest to persist for months after he was appointed Britain’s ambassador to the US because the loss-making company was unable to buy out his multimillion pound stake.

13.09.2025 19:05
How Brazil Is Taking on China’s Grip on Rare Earths China controls nearly the entire supply chain for rare earths — minerals critical for EVs, wind turbines, and fighter jets. Brazil hopes to change that, with companies like Aclara building pilot plants and the government mapping vast reserves, but catching up will take massive investment, technology, and international cooperation. The global race is on to break China’s grip on one of the world’s most strategic resources. (Source: Bloomberg)

13.09.2025 19:03
Are We Ready for the New Latin America? Between the massive US military presence in the region and a slew of upcoming elections, Latin America is going to look very different, very soon, Bloomberg Opinion columnist JP Spinetto explains. (Source: Bloomberg)

13.09.2025 18:00
13.09.2025 13:00
Odd Lots: Vineer Bhansali on the Biggest Tail Risk Everyone wants to buy the hedge that will save their portfolio in a time of collapse. But this is easier said than done. You need to understand the specific risks facing your portfolio. You also need to get the disaster state right. Plus, insurance of any sort is costly. This means tail risk hedging is far from a trivial exercise. On this episode, we talk to someone who’s been working on the problem for a long time. Vineer Bhansali is the CIO and founder of LongTail Alpha, which works to develop

13.09.2025 10:30
Savage Pessimism Aside, UK Markets Have Reason to Hope For me, it’s been a week of chatting about the miseries of UK equities. First, I filmed a bit on the subject of the collapsing initial public offerings market. And it’s been quite some collapse: Between 2004 and 2012, saysPeel Hunt, the number of listed companies in the UK fell by around 40%.


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