The multi-strategy comeback, KKR's exit talk, and trend's rethink
Allocator repositioning week, led by Blackstone voices.
Finance & Investing
Public and private companies, banks, central banks and capital markets.
CPI week: hot inflation chatter meets a wobbling AI trade
Dollar bulls build, equities reassess AI, and BofA says markets are pricing risk.
Bank earnings week: JPM and Citi in their own words, plus a buy-side read
Two bank transcripts and a buy-side interview, one thread: capital gets redeployed while AI investment marches on.
Has the AI boom hit the current account? The Fed is asking
A Fed note, a governor's warning on AI inflation, and a bank's bond-market alarm.