Anduril’s Luckey Wants China Cut Out of US Defense Supply Chain

The supply chain for US defense manufacturing is too reliant on China, Anduril Industries Inc. founder Palmer Luckey said on Friday, shortly after new tariff threats by US President Donald Trump sent the markets skittering. “We have to get off the Chinese supply...

What the Collapse of the Ruling Coalition Means for Japan

Japan’s political landscape has entered uncharted territory. The ruling Liberal Democratic Party has lost its coalition partner, Komeito, ending a 26-year alliance that had helped anchor Japan’s government and ensured stability for much of the past quarter century....

Norway on Edge Over Trump Ahead of Nobel Peace Prize Verdict

Norway is bracing for the aftermath of the Nobel Peace Prize announcement on Friday as the Nordic nation has faced increasing pressure from Donald Trump and his administration to award it to the US leader. Trump’s aggressive push to secure the prize, including public...

Man Group Calls for Rotation Away From US Stocks to Global Peers

Investors should position themselves for deepening underperformance of the US stock market due to dollar weakness and elevated Treasury yields, according to Man Group. “We are seeing the erosion of the US as a safe haven,” said Kristina Hooper, chief market strategist...

US Treasuries Risk Losing Haven Status, Pension Official Says

US Treasury bonds are at risk of losing their haven status should US fiscal stress continue to build, according to Canada Pension Plan Investment Board. “We worry that if the fiscal scenario continues for a period of time” the Treasury market could stop being a...