Nick Hubble

The new AI app wiped $2 trillion off the US stock market. And called another $2 trillion in AI related capital expenditure into question.

The natural gas market is in the midst of a radical upheaval. Instead of localised and fragmented markets, a global, liquid and diversified gas market is emerging.

The world’s bond markets are in turmoil. Investors now expect inflation to run hot for many years to come. What if they’re wrong?

The gold price surged in 2024. Especially in terms of Aussie dollars. But that tailwind is likely to reverse in 2025. So it’s time to leverage your gold returns.

Since 2010, nations in Europe have been ruled by a select group of bankers. In 2025, they’ll come for America and President Trump.

Sweden and Norway are threatening to give Europe’s electricity market the snip. But they might cut down renewable energy globally instead.

The vulnerability of subsea infrastructure is now exposed. The impact on offshore wind and renewables generally is already being felt. Can we ignore it?

The US stock market has utterly dominated its peers around the world for a decade. But like Icarus, they are now flying too close to the sun.

Trump’s justification for his latest round of tariffs came as a surprise: fentanyl. But what have opioids got to do with trade? For the Chinese, absolutely everything…

The first decade of my career in financial markets was defined by central banks. The second will be defined by geopolitical risk.