Policy
The FCA's coordinated push for mandatory quarterly private credit reporting, aligned with FSB and IOSCO, and the Fed/FDIC's most significant supervision overhaul since 2008 together mark a structural inflection: regulators are systematically closing the information gaps…
Preview briefDealmakers warning of EU merger review unpredictability and the IMF's call for joint EU sovereign debt to fund defence and energy are not disconnected headlines, they are two expressions of the same structural failure: Europe's institutions cannot produce the clarity and…
Preview briefThe Commerce Department taking equity stakes in quantum computing grants to IBM and GlobalFoundries marks a structural inflection in US industrial policy, moving from pure subsidy to a quasi-sovereign-investment model that allocates risk and return between state and private…
Preview brief