Jamie McGeever

US President Donald Trump's recent moves are shattering the Federal Reserve's veneer of operational independence.

Danger ahead! Five examples of risky central bank politicisation

These instances are far from guaranteed outcomes in the US, but they show where excessive political interference in monetary policy can lead

Current retail trading still includes some highly speculative, often options-related meme stock activity, with the main targets being heavily shorted names such as Krispy Kreme.

Retail replaces ‘smart money’ as Wall Street rocket fuel

This surge in retail activity could be a positive development

If the market basically follows the Magnificent Seven or Nvidia, why should an investor bother buying anything else? That’s a recipe for market inefficiencies.
THE BOTTOM LINE

Is US stock rally near Magnificent Seven turning point?

Despite fears about the market’s concentration and narrowness, there has yet to be a reckoning

Technology is so fundamental to today’s society and economy that it’s difficult to imagine its market footprint shrinking too much, for too long, as this raises the inevitable question of where investor capital would go.
THE BOTTOM LINE

Is today’s AI boom bigger than the dotcom bubble?

There are a lot of differences, but also some worrying parallels