Author Archives: Nigel Trimmer

Big Money Piles Into EM. The Exit Doors Are Small

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