BSIC

Building a data centre in Europe takes about two years. Connecting it to the grid can take five times as long, with waits of seven to ten years in the…

Mexico’s government-bond curve presents an unusually steep front-to-intermediate structure, but the distinction between a steep macro curve and a locally cheap five-year bond has become increasingly important.

For much of the past decade, governments have borrowed for the long term at rates close to zero, with markets taking these conditions as close to a permanent feature rather…

US markets spent the past week caught between a bond-market rout and a fresh AI-driven equity rally, with a de-escalating oil story easing the pressure by Friday. Wednesday, was the…

When lenders price a leveraged loan, they assess more than the borrower’s financial position and credit agreement. They also consider the private equity sponsor, which can influence how a portfolio…

This article is the first in Trading the Network, a seven-part series investigating whether relationships across financial assets contain predictive information that can ultimately be converted into tradable signals. Part…

Salzgitter AG (SZG GR): BUY Target Price EUR 70, 26% Upside, 12 to 18 Month Horizon Note: this piece was written in September 2026 with the shares trading at EUR…

Large language models are increasingly deployed as autonomous research agents in quantitative finance: they read briefs, write strategy code, evaluate simulator output, and propose refinements in a loop.

This week, the US equity market experienced considerable volatility, driven by oil prices, the Fed and AI safety concerns. At the start of the week, drone and shipping attacks near…