Bitcoin Treasury Companies cross over to Europe
Bitcoin Treasury Companies, firms that hold billions of dollars in bitcoin on their balance sheets, are crossing over to Europe. This raises the risk that passive investments, via index funds, could be funneled into one of the most volatile corners of the market.
Critics fear ‘disruption’ from private equity in 401(k)s
The US wants to open retirement savings plans to private equity, unlocking a new multi-trillion-dollar market for the sector. The White House calls it much-needed “democratization”; critics say it is a political favor that will leave savers worse off.
US banks split on Fed’s next move as market grows certain of cut next month
A September rate cut now carries a 93 percent probability, according to CME’s FedWatch. The country’s largest banks, meanwhile, can’t even agree on the year, let alone the month, as their strategists make the rounds on U.S. financial news.
Analysts see even more upside in European banks
Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth straight year, defying recession fears and fading rate tailwinds. Banking analysts at Schroders and JPMorgan still see room for more gains.
Robinhood set to hack Europe’s equity rulebook using MiCA
Robinhood, the Silicon Valley-based brokerage known for disrupting Wall Street with zero-commission trading and meme-stock mania, is making a bold play for Europe. Its strategy? Rewire equity markets using blockchain.
‘Modest’ JP Morgan active ETF climbs to top of European charts
JP Morgan Asset Management’s actively managed U.S. equity ETF is now the largest of its kind in Europe—and the most widely held active fund in fund-of-funds portfolios. How did it get there? Not by bold bets, says portfolio manager Piera Elisa Grassi, but precisely by avoiding them.
EU promises big, hoping Trump doesn’t read the fine print
On Sunday, Brussels bowed to demands from across the Atlantic. Some call it a strategic blunder. Others say it’s a clever bluff.
Brussels readies ‘nuclear option’ as tariff deadline nears
With just one week to go until the U.S. deadline of August 1, European policymakers are finalising retaliation measures that could place transatlantic relations under severe strain.
New York’s job fallout from AI signals trouble for Europe’s financial sector
Hiring freezes, automation, and a shrinking talent funnel point to a structural reset in America’s financial sector. One with growing implications for Europe.
Trump’s new tariffs shake up inflation outlook and Fed planning
Washington’s revived protectionism is putting fresh pressure on the Federal Reserve. Investors are once again bracing for trade disruption, rising inflation, and slower U.S. growth. For now, Asia is taking the first hit.