Here's Why Gerrymandering Failed in the US Midterms

Republicans and Democrats moved the boundaries of Congressional districts in an effort to bolster support ahead of the US midterms. But the blue wave of Democrat gains saw the partisan manipulation of maps largely fail to deliver. Our Opinion columnist Mary Ellen Klas joins Stephen Carroll to discu…

Here's Why The 60/40 Portfolio Is In Trouble

The 60/40 investment strategy relies on balancing risks: when equities drop, bonds tend to gain. The approach has long been a staple for investors, but persistent inflation is damaging its appeal. Our Macro Strategist Simon White joins Stephen Carroll to discuss.

Here’s Why French Unrest Is A Warning For Europe

More than half a million people joined protests in France over the cost of living, with some demonstrations descending into rioting and looting. President Macron has promised a hard line, but his government is squeezed between the markets and the barricades ahead of a presidential election. Italy, …

Here’s Why Markets Are Wary of a Democratic Midterm Win

The outcome of the US midterm elections will have major policy implications across the board. But a Democratic sweep of Congress could also slow the data-center build-out and dampen the AI rally that has driven stock markets to repeated record highs in recent months. Markets Live strategist Tatiana…

Here's Why Expensive Diesel is Wreaking Economic Havoc

Diesel prices have jumped much more than crude oil since the start of the Iran war, hitting all-time highs in the US and in Europe. A key fuel for industries, diesel powers agricultural harvests and ground transport for goods globally. Our oil strategist Julian Lee joins Stephen Carroll to explain …

Here's Why China's Export Juggernaut Is Flattening Rivals

China is building a major manufacturing advantage in higher-value industries, from electric cars and batteries to robotics and renewable energy. This year Chinese exports are on course to be about 80% higher than in 2019, putting manufacturers across the world under growing strain. Governments are …

Here's Why 24-Hour Trading Could Be A Bad Idea

Stock markets in the US, Europe and Asia are moving toward nearly round-the-clock trading, responding to growing overseas demand and competition from always-on crypto and prediction markets. But longer trading hours don’t necessarily mean better markets. Thin overnight liquidity could bring wider s…

Here's Why And How AI Could Kill Us All

As artificial intelligence has evolved from the stuff of sci-fi movies to an app ordinary people have installed on their phones, tech leaders and some AI insiders have talked about the potential for it to escape human control and wreak havoc on society. In recent weeks, those fears have become impo…

Here's Why Russia's Elections Matter For Putin

Russians will go to the polls on 18-20 September to elect members of the State Duma, the lower chamber of parliament. It's a tightly managed institution under President Putin, and his party's control of it is unlikely to be threatened. The vote will function, however, as a litmus test for a war-fat…

Here's Why the Dollar Debasement Trade is Worth Watching

Mounting anxiety over the US deficit has spurred demand for alternatives to the dollar, such as gold and Bitcoin. A movement away from dollar assets has been driven by fear the greenback will lose its purchasing power, but will those concerns last? Our Markets Live Managing Editor Kristine Aquino j…