Author Archives: Nigel Trimmer

The Customer Service Bot Boom Is A Hidden Fragility

IG private credit’s hidden reliance on banks

Short-Term Rate Breach Flags Tight U.S. Dollar Plumbing

Family Offices Are Buying Quiet Risk, Not Safety

Insurer-backed funding powers Apollo’s credit engine

Orsted’s Muted Reaction Masks Rights Issue Risk

Rising Yields Expose the Rally’s Thin Safety Margin

UK assets are in trouble — and any rewards come with plenty of risk

Peak Population Is Wall Street’s Blind Spot

Extreme bullishness is the oldest bear market signal

When a Conglomerate Captures a State, Risk Compounds

Spain’s Blackout Exposes Thin Margins Of Net Zero

Nomura’s dollar wager spotlights the UK’s hidden fragility

Europe Is A Powder Keg

Budget board centralizes UK policy and tail risk