STOCKMARKETS ARE BOOMING. BUT THE GOOD TIMES ARE UNLIKELY TO LAST / THE ECONOMIST

Fly up to the sky Stockmarkets are booming. But the good times are unlikely to last Although AI is propelling valuations, there are deeper f...

IS PRIVATE EQUITY ACTUALLY WORTH IT ? / THE FINANCIAL TIMES BIG READ

Is private equity actually worth it? Alphaville examines the investment case for the Norwegian sovereign wealth fund adding the finance indu...

THE END OF JAPAN´S NEGATIVE RATES WILL BE A SLOW-MOVING TSUNAMI / THE WALL STREET JOURNAL

The End of Japan’s Negative Rates Will Be a Slow-Moving Tsunami Long-term effects of positive Japanese rates could be profound—on everything...

AMERICA´S OFFICE FIRE SALE HAS BARELY BEGUN / THE WALL STREET JOURNAL

America’s Office Fire Sale Has Barely Begun Only 3.5% of offices sold last year came from a distressed seller, thanks to optimism and forgiv...

THE THREAT TO AMERICAN HEGEMONY IS REAL / PROJECT SYNDICATE

The Threat to American Hegemony Is Real In addition to its internal struggles, the Western alliance now faces an “axis of resistance” – cent...