Author Archives: Nigel Trimmer

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

The long end is not listening to the Fed

Dollar Escape Or Local Trap? EM Debt’s Fragility Test

The Rate Cut Investors Crave Could Crack Stocks

UKs Nuclear Bet Ignores a 10,000-Year Balance Sheet

Why the Fed pendulum keeps breaking the job market