The Bottom Line

THE BOTTOM LINE

Don’t expect supersize profits from Anthropic any time soon

2026-10-27T06:45:27.000Z
Yen appreciation can accelerate the unwinding of leveraged positions, illustrating how currency and financial stability risks can interact.
THE BOTTOM LINE

Could Japan trigger the next global financial crisis?

2026-10-20T23:00:00.000Z
There is a limit on how much distance Starbucks can put between itself and its Chinese operations as it still owns 40% of the business.
THE BOTTOM LINE

Starbucks can sell China, not the China risk

2026-10-13T07:00:00.000Z
We are still some distance from a repeat of the 2010-to-2012 eurozone crisis.
THE BOTTOM LINE

The spectre of market contagion is haunting Europe

2026-10-07T05:15:43.000Z
One can tell what the US Federal Reserve will do by watching the two-year Treasury yield.
THE BOTTOM LINE

The bond market’s balancing act is perfectly normal

2026-10-06T04:00:00.000Z
A drone in Teheran, Iran. The possibility of a global recession depends on how long the US-Iran war lasts, how much damage is done and how high energy prices rise.
THE BOTTOM LINE

Is stagflation returning? That mostly depends on the Iran war

2026-09-29T23:00:00.000Z
Private-credit funds in Asia are generally less exposed to software and high-growth technology companies than their US counterparts.
THE BOTTOM LINE

Asia’s private-credit market presents new opportunities for investors

2026-09-28T06:02:53.000Z
Cheaper and better AI models should accelerate adoption, expanding demand across the value chain.
THE BOTTOM LINE

Chinese AI rivalry threatens US model margins, not its ecosystem

2026-09-23T04:00:00.000Z
BOJ governor Kazuo Ueda links the rate hikes by the Fed, ECB and BOJ to common pressures from the Middle East energy shock and strong AI expenditure.
THE BOTTOM LINE

Why are some central banks raising rates and others holding them?

2026-09-21T23:00:00.000Z
If the electric vehicle sector is shifting out of the slow lane, it will mean more ​pressure on already stressed metal supply chains.
THE BOTTOM LINE

Oil shock raises risk of metals shock as EV sales accelerate

2026-09-21T09:51:02.000Z