Author Archives: Nigel Trimmer

The death of the Trump trade

Dimon warns as rivals chase risk and fragile returns

Tariff Ruling Changes Venue, Not The US China Game

Powell’s Real Play: Making Fed Credibility Boring Again

Blue Owl Freeze Exposes Yield Without Liquidity

America’s R&D exodus is a hidden market risk

Basel Still Flying Blind on Synthetic Risk Transfers

Private Market Opacity Is Now a Systemic Risk Factor

AI panic hits fees and offices while hidden risks build

AI Turns PEs Software Playbook Into a Liability

When banks call, who answers the liquidity

BP Buyback Pause Exposes a Deeper Fragility

Hedge Funds Bet Against Pound as Starmer Crisis Deepens

Warsh, Clarida and the Fed leadership risk premium

ECB rate cut exposes eurozone system fragility