Time for anti-tech stocks
Staples are utterly hated, not that cheap and suddenly interesting
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The American exceptionalism trade is wobbling
It falls to Nvidia to make or break the market mood for the rest of the year
EU risks decimating its cobalt industry with new safety rules, business says
Glencore and Umicore among companies saying rules risk reinforcing dependence on China for crucial metals
Hedge funds’ bets on Argentina pay off after US bailout
Emerging market and distressed debt specialists post big returns after US support and electoral win boost Buenos Aires
Europe’s battle for control of its money
Banks fear ECB plans for a digital euro will undermine a European alternative to Visa, Mastercard and PayPal
Global crypto rules for banks need reworking, says Basel chair
US and UK refuse to implement requirements for a risk weighting of 1,250 per cent for stablecoins