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By: Francis (Frank) J. Kelly
The Senate Finance Committee released their tax draft and it challenges the House on Section 899, SALT, and Medicaid.
One Big Reconciliation Bill done. Two more to go?
By: Vincenzo Vedda
It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
The U.S. president's policies are forcing us to revise our growth and market forecasts downwards. Regardless of how U.S. tariff policy develops, enough confidence has already been destroyed to make consumers, investors and companies more cautious. We expect markets to remain volatile in the short term but in our core scenario anticipate declining uncertainty and positive equity returns for the 12 months to come.
The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.
More defence, more investment, more debt, more growth
The euro may need fresh impetus from Europe to gain further momentum
Industry desperately hopes for support from Brussels
Frank Kelly discusses two strategic reasons why Trump is likely so interested in Greenland and where he believes this will all end up.
With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.
After years of stagnation, digitalisation is leading to a significant increase in electricity demand
Competition for raw materials vital for the energy transition is intensifying
The rise in women’s wealth is reshaping finance. Germany shows how asset managers can play key roles in increasing their market participation to bridge gender inequality.
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
