Opinion

Han de Jong
Opinion
July 29, 2025

Ruffling feathers in finance

Treasury Secretary Bessent suggests reviewing the Fed, an idea that’s ruffling feathers in central…
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Jeroen Blokland
Opinion
July 28, 2025

Chart of the week: celebration

While many economists were once again forecasting a recession and plenty of so-called market experts…
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Edin Mujagic
Opinion
July 25, 2025

ECB frustrated by strong euro, shows its inconsistency once again

It was June 2008 when I flew to New York to meet Paul Volcker for the first time. That trip is…
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Han Dieperink
Opinion
July 22, 2025

Frontier, emerging, and developed markets

Vietnamese finance minister Nguyen Van Thang met with representatives from FTSE Russell last week to…
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Jeroen Blokland
Opinion
July 21, 2025

Chart of the week: a mega regime shift on the horizon?

Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
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Christophe Santer
Opinion
July 16, 2025

Family offices: finance’s new identity crisis

Family offices blur traditional financial roles. They are asset owners, asset managers, and wealth…
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Han Dieperink
Opinion
July 15, 2025

Artificially intelligent wealth management

We are at the beginning of a fundamental transformation in wealth management. Financial decisions…
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Jeroen Blokland
Opinion
July 14, 2025

Chart of the week: lack of buyers

Each week, I think about which macro figure or market theme to explore in this column. Then, out of…
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Gertjan Verdickt
Opinion
July 11, 2025

What if your economic memory is too good?

Large language models may seem brilliant at making predictions, but often it’s just memorization…
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Longeval
Investing
July 9, 2025

Jan Longeval: ‘Turbulence in the Japanese bond market’

Due to Donald Trump’s erratic policies, all eyes are on the United States bond market, where the…
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Afbeelding van Bilderandi via Pixabay
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Xavier Mangeard and Anke Joubert (Arendt)
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Transfers: Julius Baer, Banking Circle, Northern Trust, Triodos, EB-Sim, Bank of Singapore

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Chair of the Federal Reserve Kevin Warsh speaks during a news conference in Washington on July 29, 2026. Brendan SMIALOWSKI / AFP
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Who are Fed-watchers actually watching now?

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Image: Unsplash.
Investing

In the AI rally, the question now is who earns back the billions

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