How U.S.-China Flare-up Could Impact AI’s Advance

Published on October 17, 2025

We examine the broader implications of China’s threat to expand restrictions on rare-earth exports.

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Morgan Stanley Trades Like an All-Weather Bank

October 17, 2025
Bank of America Corp. and Morgan Stanley exposed a stock market puzzle on Wednesday. Both reported record third-quarter earnings following roaring results from rivals the day before.

The Great Debasement Trade Is Mostly Just Hype

October 17, 2025
To start from the top, the dollar’s doing fine. Having appreciated 3% in the past month, it remains above its 40-year average. It still commands the lion’s share of currency trading and global central bank reserves, even if international investors are hedging more exposure.