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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

US–EU Tariff Uncertainty Raises New Risks for Global Trade

4th March 2026
European officials expect the United States to maintain a 10% universal tariff on EU exports rather than raising it to 15%, a move that would ease immediate pressure on companies operating across transatlantic supply chains. Bloomberg reported that officials in Brussels believe Washington is unlikely to apply the higher 15% tariff rate to European goods […]
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Rare Earth Supply Risks Threaten Global Tech and Defense Industries

4th March 2026
Concerns about the reliability of rare earth mineral supplies are rising across global technology and defence industries, highlighting a growing vulnerability in the supply chains that underpin advanced electronics, semiconductors and military systems. While these minerals rarely attract the same attention as oil or copper, they underpin many of the world’s fastest-growing industrial sectors. From […]
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Oil Shock Risk Edges Higher as Hormuz Tensions Test Market Complacency

3rd March 2026
A renewed spike in geopolitical tension around the Strait of Hormuz is pushing oil markets back into a risk-sensitive posture just as global supply is forecast to expand in 2026. International Energy Agency (IEA) data show world oil demand is expected to rise by 850 kb/d in 2026, while global supply is projected to increase […]
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Tariff Refund Risk Emerges as Courts Clear Path to Potential $175bn Fiscal Exposure

3rd March 2026
A federal appeals court has cleared the way for tariff refunds to move forward, bringing a potentially significant U.S. fiscal exposure into sharper focus after the Supreme Court struck down the Trump administration’s emergency tariff regime. The ruling opens the door to what external modelling suggests could be more than $175 billion in tariff revenues […]
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IMF Warns US Debt Path Is Becoming a Medium-Term Market Risk

2nd March 2026
The United States enters 2026 with solid near-term momentum but a steadily building fiscal overhang, according to IMF staff following their latest Article IV review. Growth held at 2.2% in 2025 and is projected to strengthen to around 2.4% in 2026 (Q4/Q4). Yet the Fund cautions that beneath still-supportive financial conditions, rising public debt and […]
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Private Capital Managers Accelerate Evergreen Push as Wealth Channel Expands

2nd March 2026
Record growth in evergreen private capital funds is forcing a rethink of how buyout and credit managers raise money. Firms are pushing deeper into the private wealth channel. This acceleration suggests managers are prioritizing semi-liquid structures that tap retail capital alongside traditional institutional commitments. New data from Preqin shows 123 evergreen vehicles launched in 2025. […]
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FCC Clears Charter’s $34.5bn Cox Deal as US Cable Consolidation Accelerates

28th February 2026
The Federal Communications Commission has approved Charter Communications’ $34.5 billion acquisition of Cox Enterprises’ cable and enterprise businesses, clearing a pivotal regulatory hurdle in a deal set to reshape the competitive dynamics of the US broadband market. The transaction positions Charter to overtake Comcast in residential broadband scale while deepening industry consolidation as cable operators […]
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Rocket Companies Q4 2025 Revenue Jumps to $2.69bn; Adjusted EBITDA Hits $592m

27th February 2026
Rocket Companies reported stronger fourth-quarter results as mortgage activity accelerated into year-end, with the Detroit-based fintech platform delivering adjusted revenue of $2.44 billion for Q4 2025, up sharply from $1.78 billion in the prior quarter. The sequential improvement underscores growing origination momentum and early benefits from the company’s expanding homeownership ecosystem following a transformational year […]
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Sustainable Debt Issuance Slows as Markets Position for 2026 Rebound

25th February 2026
Sustainable Debt Issuance Slows as Markets Position for 2026 Rebound Global sustainable debt issuance lost momentum in 2025, falling 12% year on year even as clean energy investment surged — a divergence that is now shaping expectations across debt capital markets for 2026. Data from the Institute of International Finance (IIF) shows issuance dropped to […]
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Property Tax Deadlines Remain Strict Despite Fairness Arguments, Tribunal Confirms

25th February 2026
Property Tax Deadlines Remain Strict Despite Fairness Arguments, Tribunal Confirms Tax tribunals cannot bend statutory deadlines simply because the outcome appears unfair — a point reinforced by the recent decision in Bredin v Revenue Scotland. The ruling highlights the limited discretion available to tribunals in property tax disputes and serves as a practical warning for […]
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Inside the Deal: Nuveen’s £9.9bn Takeover of Schroders

12th February 2026
Inside the Deal: Nuveen’s £9.9bn Takeover of Schroders A Finance Monthly “Inside the Deal” feature Sector: Asset Management / Global Investment ManagementTransaction Type: Public Company Takeover (All-Cash Offer + Dividend)Deal Size: £9.9 billionBuyer: NuveenTarget: SchrodersDeal Status: Agreed (Subject to Shareholder Approval) Inside the Deal is Finance Monthly’s transaction feature combining independent deal coverage with in-depth […]
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Inside the Deal: Athens International Airport Secures €806M Bond Loan for €1.35BN Expansion

11th February 2026
Inside the Deal A Finance Monthly “Inside the Deal” feature Sector: Infrastructure / Aviation / Project FinanceTransaction Type: Secured Bond Loan FinancingDeal Size: €806 millionLender: Alpha BankDeal Status: CompletedCompletion Date: October 2025Final Maturity: 2042 Inside the Deal is Finance Monthly’s transaction feature combining independent deal coverage with in-depth advisor insight into how complex transactions are […]
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