CFI.co

Author: marten

CFI.co

Capital Finance International (CFI.co) is an international business, economics and finance publication providing reporting and analysis on global markets, banking and corporate affairs.

The “Sell America” Trade Returns — With Greenland at the Centre

A familiar market pattern reasserted itself on 20 January 2026: the dollar slid, Treasury yields rose, US equities fell sharply, and investors rushed into precious metals. This is the classic “sell America” trade — and its reappearance says less about

Heat Pumps That Pay: How Industrial Process Heat Is Becoming a Cost-Saving Asset

Table of contents Why industrial heat is now a balance-sheet issue 1) The commercial frontier: process heat up to ~200°C Why 200°C is financially meaningful A CFO-style payback lens (illustrative) 2) The breakthrough beyond 200°C: sound-driven thermoacoustic heat pumps Why

Earth Active Under Neil Jeffery: De-Risking Capital in Complex Markets

Earth Active operates at the intersection of environment, climate, governance and social performance, helping lenders, investors and developers deploy capital effectively in complex and high-risk markets. Under Chief Executive Officer Neil Jeffery, the firm has evolved from a specialist advisory

Trump Targets Wall Street Landlords, Putting Private-Equity Underwriting on Notice

A proposal to bar large institutional investors from buying single-family homes has jolted real-estate equities and reopened a long-running political argument: is housing unaffordable because capital is crowding out families—or because the US simply does not build enough homes? On

The Venezuela Trade: Markets Move Faster Than Politics

The overnight capture of Nicolás Maduro has jolted geopolitics — and, almost immediately, reset the investment debate around Venezuela’s reopening. For global capital, the question is no longer whether a “reconstruction trade” could exist, but what it would take for

The Cost Curve That Is Squeezing Coal and Gas

By the end of 2025, the energy transition’s most persistent objection — that renewables cannot be relied upon when the sun sets and the wind drops — looked far less convincing. Not because politicians mandated a new outcome, but because

2025: When Markets Made Renewables Dispatchable

For years, the energy transition was argued as much on ideology as on engineering. Supporters framed renewables as a moral imperative; critics framed them as an expensive, unreliable add-on that would always need a parallel fleet of fossil backup. In

Accenture on Saudi Arabia’s AI Revolution: Leading the Next Wave of Enterprise Transformation

As the global technology landscape undergoes a seismic shift with the rise of agentic AI, Saudi Arabia stands at a pivotal crossroads. Accenture’s Technology Vision 2025 report highlights how enterprises worldwide are embracing this new paradigm—and the Kingdom is uniquely

‘Sanaenomics’: The Abenomics 2.0 Shift from Deflation to Security

The economic platform of Prime Minister Sanae Takaichi, quickly dubbed ‘Sanaenomics’, is not a radical break but a clear continuation and evolution of the policies pioneered by her mentor, Shinzō Abe. Where Abenomics was primarily an aggressive strategy to combat