Hedge funds target Andy Burnham’s UK policy agenda

Hedge fund short-sellers have ramped up bets against U.K.-listed stocks this year, with disclosed positions surging fivefold in the first half of 2026. Now, investors believe a policy blitz under new Prime Minister Andy Burnham could widen the opportunity set across U.K. equities on both the long and short sides of their portfolios. Burnham took…

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Investors are rethinking US assets

A year ago, on April 2, 2025, U.S. President Donald Trump appeared in the White House Rose Garden with an announcement that would become one of the defining policies of his second term. The president unveiled a vast list of country-specific tariffs in what he dubbed his “liberation day” trade policies — a move that…

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Trump’s ‘favorite thing’ is Iranian oil

A satellite image shows an oil terminal at Kharg Island, Iran, February 25, 2026. 2026 Planet Labs Pbc | Via Reuters Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. Sometimes, two things can be true at the same time. But U.S. President Donald Trump’s declaration…

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