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▶China's cheap money, the long bond, the krona

2026-11-05 · 12:10 · 2026-11-05 · China and Asia · China's cheap money and rotation, Constan's flattening and long bonds, The krona breaks eleven

▶Fed day after the midterm sell-off

2026-11-04 · 10:41 · 2026-11-04 · United States · Fed day after the midterms, Asian chips and the memory chain, Norges Bank's hold tomorrow

▶Charging rules, the midterm rally and long bonds

2026-11-03 · 11:17 · 2026-11-03 · The rulebook · Finland's EV charging bill, Bravos's midterm rally case, Howell's liquidity and bonds case

▶Norges Bank, the Fed and AI's backstop

2026-11-02 · 7:31 · 2026-11-02 · Nordic week ahead · Nordic week ahead, Who backstops AI debt

▶Oversold tech, French stress and the Riksbank

2026-11-01 · 9:25 · 2026-11-01 · The investor's Sunday · Oversold or deflating tech, France and the euro test, The Riksbank against its path, The week ahead

▶Korean risk, AI demand and the credit tape

2026-10-31 · 9:01 · 2026-10-31 · One subject in depth · Korea hardens, memory pays, AI demand and the credit tape

▶Lagarde's exit and the Riksbank test

2026-10-30 · 8:42 · 2026-10-30 · What the week changed · The Fed's bias, Lagarde leaves, Gromen's consumer credit case, The Riksbank and the krona, Nordic power splits in two

▶China's car squeeze and the AI listing trap

2026-10-29 · 10:53 · 2026-10-29 · China and Asia · China's car price squeeze, The AI listing trap, tested

▶Deluard's stagflation case and China's AI break

2026-10-28 · 11:46 · 2026-10-28 · United States · Deluard's stagflation and bond case, China's AI bubble and memory, ECB, the krona and Riksbank

▶Finnish AI supervision and Warsh's silence

2026-10-27 · 9:03 · 2026-10-27 · The rulebook · Finland's AI Act supervision law, Warsh's silence into the FOMC, Testing Finance Bureau on midterms and AI

▶Three meetings, Finucane, Volvo's China turn

2026-10-26 · 10:37 · 2026-10-26 · Nordic week ahead · Nordic week ahead, Finucane's 2027 drawdown case, Volvo and the Chinese turn

▶The CoreWeave short case, tested

2026-10-25 · 9:14 · 2026-10-25 · The investor's Sunday · Noble's CoreWeave short case, The week's rate decisions and prints

▶Signals beneath the Iran escalation

2026-10-24 · 7:33 · 2026-10-24 · One subject in depth · Signals beneath the Iran escalation, Macro into the ECB and the Fed

▶Rotation deepens, Brent at the range top

2026-10-23 · 11:23 · 2026-10-23 · What the week changed · What the week changed, Testing Struyven on Brent, Nokia, ICEYE and a Ukrainian defence LOI

▶Chinese curbs, the bond-over-equity test, and the ECB

2026-10-22 · 10:18 · 2026-10-22 · China and Asia · Chinese stocks into a bear market, Van Eck, Bianco and Farley on bonds over equity, Euro-area inflation into the ECB

▶The AI panic test and a BoJ hike signal

2026-10-21 · 10:21 · 2026-10-21 · United States · US AI trade and the credit tape, UK Budget and the global long end, Bank of Japan hiking signal

▶Finland's industrial credit, Bianco's bond pivot

2026-10-20 · 11:42 · 2026-10-20 · The rulebook · Finland's clean-industry investment credit, Jim Bianco turns bond-constructive, French unrest and the ECB tail

▶Earnings open, Microsoft steps back

2026-10-19 · 11:22 · 2026-10-19 · Nordic week ahead · Nordic week ahead, AI capex chain, firing again

▶The AI Moat Question Tested

2026-10-18 · 10:08 · 2026-10-18 · The investor's Sunday · AI's moat, tested against credit, A portfolio into the ECB and GDP flash

▶The refining chain and a Russia waiver

2026-10-17 · 8:44 · 2026-10-17 · One subject in depth · Iran-war refining chain, French tail risk and the ECB, Trump's Russia sanctions waiver

▶The Chip Chain Fired in Europe

2026-10-16 · 10:18 · 2026-10-16 · What the week changed · What the week changed, Finland's clean-industry investment credit, Nord Pool, the Nordic export week

▶Korea's circuit breaker and the blow-off clock

2026-10-15 · 12:41 · 2026-10-15 · China and Asia · Korea's circuit breaker, Europe's China summit, Inker's equity-supply blow-off, tested, ECB speakers into 29 October

▶Asian Memory Sells, Credit Tape Holds

2026-10-14 · 8:10 · 2026-10-14 · United States · US AI concentration meets Asian chip reset, What it does to a Nordic book

▶Finland's accountability bills and the blow-off

2026-10-13 · 6:43 · 2026-10-13 · The rulebook · Finland's Ukraine accountability bills, Lemonides' blow-off call tested

▶The Yield Trade and the European Reset

2026-10-12 · 8:19 · 2026-10-12 · Nordic week ahead · Park's bond trade tested, The European reset argument, Nordic Q3 bank quarter opens

▶The Copper Case and Its AI Demand Leg

2026-10-11 · 9:53 · 2026-10-11 · The investor's Sunday · The copper case tested, Week ahead for a Nordic portfolio

▶The Dollar Devaluation Argument, Tested

2026-10-10 · 10:20 · 2026-10-10 · One subject in depth · Bravos on a deliberate dollar devaluation, The yuan dispute from the other side

▶The week the long end stepped up

2026-10-09 · 9:51 · 2026-10-09 · What the week changed · What the long end did this week, The French periphery, tested, Nord Pool, east versus west

▶Asia's AI quarter and the credit break that isn't

2026-10-08 · 10:24 · 2026-10-08 · China and Asia · Samsung, COSCO and the AI capex cycle, Pomboy and Unhedged on the US tape

▶Breadth Collapse and the Nordic Bank Test

2026-10-07 · 8:24 · 2026-10-07 · United States · US market breadth and the AI concentration, Nordic bank Q3 and the credit-cost question

▶Finnfund rewritten, Gross's one-year tested

2026-10-06 · 10:11 · 2026-10-06 · The rulebook · Finnfund rewrite in Parliament, Bill Gross's one-year Treasury call tested

▶Pento Versus Roberts, Garrib Tested

2026-10-05 · 11:20 · 2026-10-05 · Nordic week ahead · Garrib on capex and European deindustrialisation, Pento versus Roberts on 2027

▶A Trillion-Dollar Liquidity Case, Tested

2026-10-04 · 10:39 · 2026-10-04 · The investor's Sunday · Testing the Bravos liquidity argument, Week ahead for a Nordic portfolio

▶Fuel Hedges, the RRF Closes, Vietnam at Ten

2026-10-03 · 11:17 · 2026-10-03 · One subject in depth · Airline fuel hedging as mechanism, The RRF reaches its wind-down, Vietnam's near-ten-per-cent third quarter

▶Yield stress, Rosenberg's rally and AI debt

2026-10-02 · 11:14 · 2026-10-02 · What the week changed · What the week moved, Rosenberg's bond rally, tested, Hyperscaler debt and Nordic funding

▶Pandora in Vietnam, Indonesia's capital flight

2026-10-01 · 11:17 · 2026-10-01 · China and Asia · Pandora's Vietnam factory and China's Golden Week, Indonesia's confidence crisis

▶American yields, Maersk's Suez turn, French bond stress

2026-09-30 · 11:52 · 2026-09-30 · United States · American index at yield stress, Maersk's Suez routing return, French sovereign stress and the ECB path

▶Finland's product-liability rewrite and Novo's China deal

2026-09-29 · 12:08 · 2026-09-29 · The rulebook · Finland's product-liability rewrite, Novo Nordisk's Hengrui obesity deal, Prehn's Fed-is-trapped case, tested

▶Payrolls Friday and the cracks under the index

2026-09-28 · 11:17 · 2026-09-28 · Nordic week ahead · Nordic week ahead into US payrolls, Cracks under the American index, Bavaria's eight-per-cent credit case

▶Tokenised stocks and Friday's payroll

2026-09-27 · 10:57 · 2026-09-27 · The investor's Sunday · Tokenised stocks as a business model, The week ahead for a portfolio

▶The bond-pain case, tested

2026-09-26 · 9:08 · 2026-09-26 · One subject in depth · The bond-pain case for higher US yields

▶A hiking Norges Bank and a Nord Pool snap-back

2026-09-25 · 10:34 · 2026-09-25 · What the week changed · What the week changed, Nord Pool weekly reversal, Novo Nordisk licenses external delivery tech

▶Beijing buys time as Tokyo yields snap

2026-09-24 · 13:06 · 2026-09-24 · China and Asia · US-China trade truce and the Asian AI capex cycle, Global bond rout and Norges Bank today, EU data-centre rules and the Nordic pitch

▶American concentration and the Nordic rate split

2026-09-23 · 11:22 · 2026-09-23 · United States · American megacap AI concentration, Riksbank today, Norges Bank tomorrow, ECB hike and Nordic-listed exposure

▶Two Nordic rate decisions and Yardeni's pause

2026-09-22 · 10:19 · 2026-09-22 · The rulebook · Nordic rate decisions this week, Finland's social-care reform package, Yardeni's near-term S&P pause

▶Nord Pool eases into a Nordic rate week

2026-09-21 · 12:00 · 2026-09-21 · Nordic week ahead · Nord Pool weekly-average collapse, Volvo Cars CEO succession, Novo Nordisk under investor pressure, Nordic rate week and the payroll print