The dataflow has been kind last week, allowing for a respite on the bond market. AXA IM review Michael Pettis’ paper on trade tariffs as a current account rebalancing tool and Setser and Tortoir’s proposal for a more muscular approach in Germany to Chinese competition
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Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
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