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AJ Palmer

AJ Palmer is a financial journalist covering mergers and acquisitions, capital markets activity, structured finance, and the evolving intersection of technology and finance. With a background as a foreign exchange strategist and over a decade analysing global markets, Andrew focuses on how transactions are negotiated, structured, and executed across jurisdictions. His work explores advisory strategy, debt and equity financing, institutional capital flows, and the mechanics behind complex cross-border deals. He also writes on digital finance and emerging financial infrastructure, translating technical developments into commercially relevant insight for investors, executives, and advisers. Andrew contributes in-depth features examining transaction dynamics, capital allocation decisions, and the strategic considerations shaping today’s deal environment.

Articles by AJ Palmer

FCA Short Selling Rules 2026: What the New UK Reporting Regime Means for Firms

17th April 2026
The FCA short selling rules introduced on 16 April 2026 change how UK firms report short positions by replacing more granular disclosure requirements with a streamlined reporting framework, while maintaining full regulatory oversight. For firms, this means a shift to aggregated public disclosures at company level, combined with extended reporting timelines and simplified exemption processes. […]
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What Does Foreign Currency Funding Risk Mean for Markets?

17th April 2026
Foreign currency funding risk—not just interest rates—is emerging as one of the most important drivers of global market stability. That distinction is more than semantic. Interest rates typically adjust gradually and are widely anticipated. Funding conditions, by contrast, can tighten abruptly—and when they do, the impact is not limited to slower growth or lower valuations. […]
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FCA Crypto Regulation: Guidance Sets Compliance Path Ahead of UK’s 2027 Regime

15th April 2026
The Financial Conduct Authority (FCA) has launched a consultation outlining guidance for the United Kingdom’s forthcoming cryptoasset regulatory regime, expected to be fully implemented in October 2027. Developed in alignment with HM Treasury’s policy framework and the Financial Services and Markets Act 2023, the initiative clarifies the scope of regulated cryptoasset activities and defines the […]
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US Tax Deadline 2026: Net Investment Income Tax (NIIT) Explained for Investors

13th April 2026
With the U.S. tax filing deadline of April 15, 2026, fast approaching, millions of Americans are finalising their returns. While many taxpayers focus on compliance, high-income earners and investors face an additional challenge: understanding the impact of the Net Investment Income Tax (NIIT). This 3.8% surtax on passive income continues to shape wealth planning, investment […]
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Michael Burry Bets Against Nvidia as Jensen Huang Claims AGI

13th April 2026
A clash of visions is unfolding at the heart of the artificial intelligence boom. Michael Burry has taken a bearish position against Nvidia, even as CEO Jensen Huang claims artificial general intelligence may already have been achieved. The tension between skepticism and optimism underscores a defining question for investors: is the AI surge a transformative […]
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UK House Prices Are Falling — Because Mortgage Costs Just Took Control

8th April 2026
What’s Really Driving This Shift Outcome: UK house prices fell 0.5% in March, with the average dropping to £299,677. Mechanism: Rising inflation expectations pushed mortgage rates higher, disrupting buyer confidence. Implication: The housing market is no longer driven by demand — it is being dictated by borrowing cost volatility. This isn’t a housing slowdown. It’s […]
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Perplexity Revenue Jumps 50% — But AI Growth Is Getting Harder to Trust

8th April 2026
Perplexity’s 50% revenue jump looks like breakout growth. It may instead reflect a shift in how that growth is being generated. By moving into AI agents and usage-based pricing, the company is increasing revenue per user—but also introducing volatility and making performance harder to interpret. This points to a broader shift in AI: growth is […]
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Why Nvidia Stock Keeps Falling Despite Record Results

8th April 2026
TL;DR Outcome: Nvidia stock has stalled despite record revenue and strong growth Mechanism: Hedge fund selling and macro risk—not weak fundamentals—are driving the decline Implication: Investors risk misreading market behaviour as business failure—and making the wrong move Nvidia stock is falling — and that’s exactly why investors are getting confused. Nvidia keeps reporting huge growth. […]
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Trump’s Tariffs Backfire: Why US Businesses Are Paying the Price

7th April 2026
In Brief Outcome: US metal tariffs are increasing costs for domestic producers while imported goods remain competitive. Mechanism: Tariffs target raw materials, not finished products, creating a cost imbalance. Implication: US businesses absorb higher costs while foreign competitors gain a pricing advantage. This policy was meant to protect US industry. It may be doing the […]
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IRS Tax Debt Trap: How Retirees Accidentally Drain Their 401(k)s

7th April 2026
In Brief Outcome: Retirees often worsen IRS tax debt by withdrawing from retirement accounts Mechanism: Withdrawals are taxed as income and can trigger additional financial consequences Implication: The real risk isn’t the IRS—it’s how people respond to the debt The IRS Letter Isn’t the Real Problem An IRS letter has a way of making everything […]
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Fed Warns Rates Could Rise Again — Even as the Economy Slows

7th April 2026
In Brief Outcome: A senior Federal Reserve official signals rates could rise again despite growing slowdown risks. Mechanism: Energy-driven inflation linked to the Iran war is pushing prices higher while weakening demand. Implication: The Fed is entering a policy trap where controlling inflation and supporting growth may require conflicting actions. The Rate Cut Story Just […]
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Jamie Dimon Warns Iran War Could Keep Rates Higher for Longer — Why It Hits Your Money

7th April 2026
TL;DR Outcome: Jamie Dimon warns inflation could rise again if conflict involving Iran disrupts energy markets Mechanism: Energy shocks make inflation “sticky,” forcing the Federal Reserve to keep rates higher Implication: The real impact is on mortgages, loans, and everyday borrowing costs — for longer than expected Why This Matters Now It won’t feel like […]
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