Ernest van Biljon on 08/11/2026

Agoa exit: A setback, not a supply chain crisis

Agoa exposure is concentrated in automotive and agricultural exports, but the US remains a relatively small share of overall export volumes.

E Ernest van Biljon
Jeran Wittenstein and Ryan Vlastelica, Bloomberg on 07/11/2026

Wall Street peers into abyss of AI trade as midterms expose risk

For months, investors have been worrying about a long list of risks to the gravy train of artificial intelligence spending. This week, they hit the panic button. Fears of the worst-case scenario for the AI trade kicked in after the US midterm elections on Tuesday, in which Democrats secured majoriti

J Jeran Wittenstein and Ryan Vlastelica, Bloomberg