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Pete Hegseth under siege as Pentagon plunges into disarray

Financial Times -

US defence department in chaos with fallout from Signal chats and leadership purges

The reckoning for America Inc

breaking Financial Times -

Plus, Phillips 66 fights back against activist investor Elliott and how trading desks will save banks’ revenues

Can Nintendo’s Switch 2 revive a stagnant gaming industry?

Financial Times -

The new console carries the hopes of a company and a sector, but has already been thrust into a gathering trade war

Retail investors take on hedge funds in Europe’s answer to ‘meme stock’ mania

breaking Financial Times -

Small traders have piled in to defence companies targeted by short sellers, in an echo of 2021’s GameStop trade

Leda Braga’s Systematica suffers as Trump’s trade war hits quant hedge funds

breaking Financial Times -

Sharp market reversals have wrongfooted many computer-driven traders betting on market trends

US Treasuries drop for second straight day after weak demand at $58bn auction

breaking Financial Times -

Lower than expected purchases of three-year government debt add to investor angst

Trump’s aggressive push to roll back globalisation

Financial Times -

The US president wants to unwind decades of economic integration. The risk of a 1930s-style global trade war is causing markets to panic

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The Elliott Management maverick waging war on Big Oil

breaking Financial Times -

Other activist investors now take a less confrontational approach. John Pike is in a full-blown proxy fight

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Trump tariffs choke vital medical device supply chain

Financial Times -

Industry warns that trade disruption will raise prices for hospitals

US thrift stores bank on windfall from Trump’s tariffs

Financial Times -

Second-hand goods could be in vogue when levies lift prices for imports, analysts say

How Hollywood learnt to love video games

Financial Times -

While superhero franchises flag, ‘A Minecraft Movie’ shows the industry has finally cracked the formula for translating popular games into films

The rule change that could blow open US law

Financial Times -

Arizona is permitting non-lawyers to own legal practices, potentially unleashing a wave of private equity money

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How the Treasury market got hooked on hedge fund leverage

breaking Financial Times -

Recent turbulence was partly the result of trading strategies using derivatives. But the same investors are increasingly important buyers of US government debt

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Australia’s China ties in focus as election rivals hunt for votes

Financial Times -

Donald Trump’s hard line on Beijing forces Canberra into uncomfortable balancing act

Activist Elliott takes $1.5bn stake in Hewlett Packard Enterprise

breaking Financial Times -

Hedge fund group seeks to turn around hardware and software manufacturer’s languishing performance

How India’s middle-class debt crisis is threatening growth

Financial Times -

A rise in unsecured credit among a consumer group that symbolises the country’s investment potential is hurting its economic ambitions

What is behind the Treasury sell-off?

breaking Financial Times -

The double whammy of falling bond and equity prices could partly be hedge funds unwinding so-called ‘basis trades’

The risky trial of Jair Bolsonaro

Financial Times -

Brazilian authorities want justice over an alleged coup plot, but the case against the former president risks boosting his popularity — and dividing the country

Unfreezing Russian investors

breaking Financial Times -

Plus, European meme stocks, Tesla’s rise and fall, and Leigh Bowery at Tate Modern

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Brian Ballard: the go-to lobbyist in Trump’s Washington

Financial Times -

Ballard Partners booms as companies and organisations jostle to influence the transactional president

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Europeans fear growing rift with US over Ukraine talks

Financial Times -

Trump offer to recognise Russian annexation of Crimea alarms Kyiv and other European capitals

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The Chinese factory jobs Trump wants to bring back

Financial Times -

Manufacturers struggle to attract young workers for physically demanding roles with long hours and low pay

How Italy could decide the EU’s response to tariffs

breaking Financial Times -

The country will effectively have deciding vote on whether to hit back hard against US tariffs

Elliott Management steps up proxy campaign against refiner Phillips 66

breaking Financial Times -

US hedge fund seeks investor support to divest assets and install new board members to unlock value

Active ETFs: a lifeline for Europe’s struggling asset managers?

Financial Times -

Growth has been rapid, but from a low base, and big US rivals already dominate the market

The trades threatening the Treasury market

breaking Financial Times -

A guide to the hedge fund strategies fuelling the tariff turmoil

The Treasury basis trade rears its head again

breaking Financial Times -

Bills and bonds and Treasury basis trades, oh my!

US government debt sells off as hedge funds cut down on risk

breaking Financial Times -

10-year Treasury yields jump most in almost three years

Will Modi risk redrawing India’s electoral map?

Financial Times -

Successive governments have long avoided an issue that could inflame deep-rooted divisions between the more populous north and wealthy south

Is financial arbitrage broken?

breaking Financial Times -

There are anomalies, and then there are ANOMALIES

Thames Water had feared it might be left with just £39mn cash by month-end

breaking Financial Times -

UK’s largest utility is facing a cash crunch weighed down by nearly £20bn in debt

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Barcelona edge Real Madrid in extra time to win Copa del Rey

Al Jazeera -

Barcelona wins their 32nd Copa del Rey title after Jules Kounde's goal in extra time secured the 3-2 victory.

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Google is paying Samsung an ‘enormous sum’ to preinstall Gemini

The Verge -

Testimony this week from Google’s antitrust trial shows that Google gives Samsung an “enormous sum of money” each month to preinstall the Gemini AI app on Samsung devices, reports Bloomberg. Now that Judge Amit Mehta has ruled Google’s search engine is a…

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Jamie Dimon urges US to engage with China | FT

Financial Times -

37:40 min | 449,645 views
In a wide ranging interview with the FT's editor Roula Khalaf, the JPMorgan Chase chief executive urges the US and China to resume high-level engagement, and warns that US dominance cannot...

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Trump sieht gute Chancen für Ukraine-Einigung

Tagesschau -

Der US-Präsident berichtet von guten Gesprächen zur Beendigung des Ukraine-Kriegs. In den "meisten wichtigen Punkten" sei man sich einig, so Trump. Unterdessen arbeitet Kiew laut einem Medienbericht an einem eigenen Vorschlag.

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Bionic Bay mixes floppy physics with hard sci-fi

The Verge -

Wandering through Bionic Bay's dark alien world is unsettling and awe-inspiring. There are massive structures with no clear purpose and autonomous factories filled with whirring saw blades and devastating lasers. It's grim and unforgiving, with little li…

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Research: When Leaders Express Positivity Early On, Employees Perform Better

Harvard Business Review -

The emotional tenor of a leader’s expressions can have a major impact on their team. While positivity can make their workers feel supported and inspired, negativity can sometimes help employees understand how to grow. In a new study, researchers examined…

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Investors bank on Bessent to tame the drunken dragon

Financial Times -

Yields on US government bonds have been thrashing around in response to Trump’s capricious policy plans

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Chris Eubank Jr beats Conor Benn on unanimous points decision

Al Jazeera -

Fierce rivals go the distance in middleweight bout as their famous fathers watch on at Tottenham Hotspur Stadium.

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SPD-Dialogkonferenz: „Wir regieren oder wir werden nach einer Neuwahl von der AfD regiert”

FAZ -

Die Basis der Sozialdemokraten hätte sich mehr vom Koalitionsvertrag erhofft – das wird auch bei der letzten Dialogkonferenz der Parteispitze deutlich. Trotzdem wollen einige bei der Abstimmung dafür stimmen.

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Kids exposed to higher ozone levels face higher asthma risk

Futurity -

Children exposed to higher ozone levels early in life are more likely to develop asthma, according to new research.

Iran says 'extremely cautious' on success of nuclear talks with U.S.

CNBC -

"The negotiations are extremely serious and technical ... there are still differences, both on major issues and on details," Iran's foreign minister said.

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Fälschungen auf der Spur: Auch für Gemälde gilt die Unschuldsvermutung

FAZ -

Das Berliner Rathgen-Forschungslabor ist so etwas wie die Rechtsmedizin der Kunst. Hier werden Bilder auf ihre Echtheit geprüft. Wie genau funktioniert das?

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Pay transparency can come with unexpected consequences

Futurity -

Is it good to know how much your co-workers make? A new study finds unintended consequences with pay transparency.

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US-Regierung nimmt Visa-Entzug für Studenten wohl vorerst zurück

Tagesschau -

Unter internationalen Studierenden in den USA machten sich zuletzt Verunsicherung und Angst breit, denn die Regierung hatte einigen die Visa entzogen. Nun folgt Berichten zufolge der Rückzieher - zumindest vorerst.

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Tödlicher Messerangriff in Nantes: Details zum Täter bekanntgegeben

Tagesschau -

Der Messerangreifer, der in einer Schule im französischen Nantes eine Mitschülerin erstochen hat, war zuvor als ein von Hitler begeisterter Einzelgänger aufgefallen. Sein Motiv ist weiter unklar.

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Wirtschaft vor acht

Tagesschau -

Wirtschaft vor acht

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Ex-US-Abgeordneter Santos zu langer Haft verurteilt

Tagesschau -

Er verlor wegen Lügen, bizarrer Auftritte und Fälschungen seinen Sitz im Repräsentantenhaus. Jetzt ist der Republikaner Santos Abgeordnete zu mehr als sieben Jahren Haft verurteilt worden.

Multiple dead, injured in Vancouver after vehicle plows into street festival

CNBC -

A number of people were killed and multiple others were injured in Vancouver after a driver drove into a crowd at a Filipino street festival.

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Trump’s chaos has left investors with frayed nerves

Financial Times -

Fund managers will have no rest for as long as he is in office with policy predictability in short supply

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Israelische Luftangriffe fordern 18 Tote im Gazastreifen

Tagesschau -

Israel intensiviert seine Angriffe auf Ziele der islamistischen Hamas. Bei jüngsten Luftschlägen starben 18 Menschen. Unterdessen gehen die Nahrungsmittel in dem abgeriegelten Küstenstreifen zur Neige.

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Signal-Affäre: Hegseth benutzte laut Berichten privates Handy

Tagesschau -

Pentagon-Chef Hegseth soll in einem Gruppenchat mit seiner Frau und seinem Bruder über ein privates Telefon Angriffspläne des US-Militärs geteilt haben. Seine Handynummer ist offen im Netz zu finden.

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Mohsin Issa to step down as chief executive at UK petrol station chain

Financial Times -

Private equity-backed EG Group continues to explore potential New York listing

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Directors’ Deals: Bunzl bosses snap up shares after £2bn sell-off

Financial Times -

Pause in share buyback hits share price

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Brasiliens Ex-Präsident Collor wegen Korruption festgenommen

Tagesschau -

Bereits 2023 sprach ein Gericht den brasilianischen Ex-Präsidenten Collor im wegen Korruption schuldig. Nach der Abweisung seiner Berufung hat das oberste Gericht nun seine sofortige Festnahme angeordnet.

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Rentenerhöhung und Co.: Staatsquote auf fast 50 Prozent gestiegen

Tagesschau -

Im vergangenem Jahr sind die Gesamtausgaben des Staates gestiegen - auf knapp 50 Prozent des BIP. Was sind die Gründe hierfür? Und was sagt die Quote überhaupt aus? Von Alina Leimbach.

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FBI nimmt US-Richterin fest

Tagesschau -

Sie soll die Festnahme eines Migranten behindert haben - und musste dafür kurzzeitig selber hinter Gitter: In Wisconsin hat das FBI eine Richterin festgenommen - eine weitere Eskalation zwischen Regierung und Justiz.

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Zonal pricing could undermine Scottish energy sector, warns Forbes

Financial Times -

Deputy first minister says uncertainty triggered by electricity market reforms could deter investment

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Stockpickers: Shadow of tariffs hangs over defence stocks

Financial Times -

European defence spending is rising, but investors need to examine companies’ underlying strengths

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Geldvermögen steigt auf über neun Billionen Euro

Tagesschau -

Das Geldvermögen der privaten Haushalte in Deutschland ist im vierten Quartal 2024 zum fünften Mal in Folge gewachsen. Besonders profitierten die vermögendsten zehn Prozent der Haushalte.

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Russischer General stirbt durch Autobombe in Moskauer Vorort

Tagesschau -

In einem Vorort von Moskau detoniert eine Autobombe. Jaroslaw Moskalik, leitender Mitarbeiter des russischen Generalstabs stirbt. Der Kreml macht die Ukraine verantwortlich.

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Trump fördert Tiefseebergbau per Dekret

Tagesschau -

US-Präsident Trump unterschrieb ein Dekret, das das Schürfen nach seltenen Metallen in nationalen und internationalen Gewässern ermöglichen soll. Die Folgen für den Lebensraum Meer könnten verheerend sein.

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Mehr Aufträge im Wohnungsbau, Einbruch im Tiefbau

Tagesschau -

Für Februar verzeichnet das Baugewerbe ein deutliches Auftragsminus. Der Wohnungsbau hat zwar zugelegt. Doch das Ampel-Aus belastet die Branche weiter - denn viele Bauprojekte liegen deswegen auf Eis.

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Nach Schlichtungsrunde: Streiks an Flughäfen offenbar abwendet

Tagesschau -

Im Tarifstreit an deutschen Flughäfen zeichnet sich eine Lösung ab: In einer Schlichtungsrunde konnte sich die Gewerkschaft ver.di mit den Arbeitgebern auf Lohnerhöhungen für das Bodenpersonal einigen. Nächste Woche soll der Vorschlag abgesegnet werden.

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EU-Außenbeauftragte Kallas auf Werbebesuch in Aserbaidschan

Tagesschau -

EU-Außenbeauftragte Kallas hat Aserbaidschan besucht, dass sich inmitten weltweiter Spannungen als verlässlicher Partner präsentieren will. Für Irritation sorgte, dass sie nicht nach Armenien fuhr. Von S. Stöber.

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ESG fund outflows hit record as sustainable investing backlash grows

Financial Times -

European investors pull money from sector for first time in sign that US scepticism of ‘woke capitalism’ is spreading

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US-Sondergesandter trifft erneut Putin

Tagesschau -

Der US-Sondergesandte Witkoff verhandelt erneut mit dem russischen Präsidenten Putin. Dabei dürfte es auch um die Vorschläge aus Washington für einen Frieden in der Ukraine gehen. Allzu weit liegen die Positionen wohl nicht auseinander.

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Lohnt sich die Hauptversammlung für kleine Aktionäre?

Tagesschau -

Mit Merck, Bayer und Continental laden heute gleich drei große DAX-Konzerne ihre Anteilseigner zur Hauptversammlung ein. Was kann ein einzelner Aktionär dabei überhaupt ausrichten? Von Paula Protzen.

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FCA under fire for belated Woodford disclosure

Financial Times -

UK financial watchdog only recorded planned enforcement against former star stockpicker on its register list this week

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Wie sich die Lage zwischen Indien und Pakistan zuspitzt

Tagesschau -

Ausweisungen, Proteste, Schusswechsel: Nach dem Anschlag in Kaschmir verschärft sich das schwierige Verhältnis zwischen Indien und Pakistan. Das führt auch zu Vergeltung ohne Gerichtsurteil. Von Peter Hornung.

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Update Wirtschaft vom 25.04.2025

Tagesschau -

Update Wirtschaft vom 25.04.2025

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Steuerzahlerbund fordert kürzeres Übergangsgeld für Ex-Minister

Tagesschau -

Der Steuerzahlerbund will die maximale Bezugszeit von Übergangsgeld für ausgeschiedene Bundesminister von zwei Jahren auf ein Jahr verkürzen. Es dürfe keine "Dauerversorgung auf Kosten der Steuerzahler" geben.

Amazon.com, Inc. (AMZN): The Best Safe Stock to Buy According to Hedge Funds
Insider Monkey
Autodesk settles fight with Starboard, adds two to board
Yahoo Finance
STARBUCKS Earnings Preview: Recent $SBUX Insider Trading, Hedge Fund Activity, and More
Nasdaq
SANMINA Earnings Preview: Recent $SANM Insider Trading, Hedge Fund Activity, and More
Nasdaq
FINANCIAL INSTITUTIONS Earnings Preview: Recent $FISI Insider Trading, Hedge Fund Activity, and More
Nasdaq
Private credit firms take aim at ESG for holding back financing for European defence
Financial Times
Vanguard rules out China in big international push
Financial Times
WOODWARD Earnings Preview: Recent $WWD Insider Trading, Hedge Fund Activity, and More
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As Markets Swooned, Pros Sold—and Individuals Pounced
Wall Street Journal
Bridgewater hedge fund warns Trump policies could induce a recession
MSN
O’Connor Global Multi-Strategy Alpha Monthly Letter
UBS
Ride Sharing and Food Delivery Stocks List Ranked by Hedge Fund Sentiment
Insider Monkey
Bridgewater Chiefs Warn US Assets at Risk, Dalio Hits Out at China Trade
Business Insider
Execs at Ray Dalio’s hedge fund say we’re in a ‘once-in-a-generation’ economic shift that ‘threatens the existing world order’
Fortune
Billionaire Ken Griffin Has Amassed a Massive Real Estate Portfolio—Is It for Profit or Pleasure?
Realtor.com
Loeb's Third Point builds stake in Band-Aid maker Kenvue
Yahoo Finance
Weekly Commentary: Hooked On Hedge Fund Leverage
Seeking Alpha
Jim Cramer Reacts to Tesla (TSLA) Rally: “Musk Is Back, That’s Enough”
Insider Monkey
Bitcoin Trades At 40% Discount As ‘Triple Put’ Unfolds: Hedge Fund Founder
NewsBTC
Is Alphabet Inc. (GOOGL) the Best Safe Stock to Buy According to Hedge Funds?
Insider Monkey
Activist Hedge Funds Eye Kenvue As Potential Buyout Target
Finimize
Six reasons to avoid hedge funds
The Business Times
Penn Bends Knee to Vora, Nominates Hedge Fund Picks to Board
Casino.org
Barbarians at the sluice gate: KKR’s Thames Water quest
breaking Financial Times
Viking Therapeutics, Inc. (VKTX): Among Takeover Rumors Hedge Funds Are Buying
Yahoo Finance
Is Apple Inc. (AAPL) the Best Safe Stock to Buy According to Hedge Funds?
Yahoo Finance
Point72 offers $400,000 salary for AI engineer
Financial News London
Will Brevan Howard’s Crypto Arm Have Another Successful Year in 2025?
Disruption Banking
Dan Loeb’s Third Point builds stake in maker of Tylenol and Neutrogena
Financial Times
See Which Of The Latest 13F Filers Holds VBR
Nasdaq
Why JPMorgan thinks the market's 'sell America' narrative is overblown
Business Insider
Freeport-McMoRan Inc. (FCX): Among the Best Materials Stocks to Buy According to Hedge Funds
Yahoo Finance
FCA under fire for belated Woodford disclosure
Financial Times
UK Watchdog Eyes Hedge Funds’ Activity in Sovereign Debt Markets
Bloomberg
Inside the board seat squabble at heart of GAM/Fermat spat
Citywire
Antara founder departs for Marshall Wace following asset freeze
Hedge Week
Valiant sees double-digit gains as bullish bets pay off
Hedge Week
Liquidnet’s Chris Jackson named new global head of equities
The Trade
Balyasny Lures Yen Rates Portfolio Manager With $30 Million
Bloomberg
Linde plc (LIN): Among the Best Materials Stocks to Buy According to Hedge Funds
Insider Monkey
Air Products and Chemicals, Inc. (APD): Among the Best Materials Stocks to Buy According to Hedge Funds
MSN
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MSN
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MSN
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MSN
Eurex to launch futures on EU bonds
Hedge Week
Balyasny poaches BlueCrest yen rates specialist with $30m deal
Hedge Week
ESG fund outflows hit record as sustainable investing backlash grows
Financial Times
Broadridge expands product management team with Barclays and Virtu Financial hires
The Trade
Xetra expands new retail trading offering with ETFs service
The Trade
Goldman FICC and equity distribution exec joins Citi in new Asia markets solutions role
The Trade
How can platforms offer such high interest rates?
Financial Times
Andurand commodity hedge fund losses hit 52% YTD
Hedge Week
Autonomy eyes outside capital again after 54% surge
Hedge Week
Autodesk resolves Starboard proxy fight
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LHC Capital’s quarterly returns fall on big technology bets
AFR
Billionaire Hedge Fund Manager Ken Griffin Warns Trump's Trade War Is Tarnishing America's Brand
MSN
"Trump Policies Could Trigger Recession"... Warning from the World's Largest Hedge Fund
Bloomingbit
U.S. Brand ‘at Risk,’ Says Hedge Fund Billionaire and Trump Supporter. What He Means.
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Hedge funds seek out ways to navigate Trump’s anti-climate agenda
Fortune