
The Opening Trade program highlighted several market‑shaking themes: Jamie Dimon’s warning that banks are reverting to pre‑2008 “dumb” lending practices, a fresh AI‑related scare trade that hammered software, delivery and credit‑card firms, and a volatile tariff environment as the Trump administration eyes a jump from 10% to 15% on imports. Dimon drew parallels between today’s credit‑expansion frenzy and the run‑up to the Global Financial Crisis, noting that lenders are chasing net‑interest‑income at the expense of risk discipline. Meanwhile, the “Katrina” report and Anthropic’s Claude update sparked a sell‑off in AI‑exposed equities, with IBM tumbling 13% and private‑credit exposures to software firms under pressure. At the same time, the U.S. Treasury’s pending tariff hike and a suite of new trade probes are rattling commodities and emerging‑market equities, especially as Asia reopens after the Lunar New Year. Notable soundbites included Dimon’s blunt comment, “people are doing dumb things for money,” and the market’s reaction to IBM’s steep decline, the most severe in 25 years. Trump’s State of the Union is expected to address the tariff agenda, potentially cementing a 15% rate, while EU leaders remain dead‑locked on fresh sanctions for Russia, leaving a €90 billion loan to Ukraine in limbo. For investors, the convergence of credit‑risk complacency, AI‑sector volatility, and escalating trade protectionism creates a fraught landscape. Scrutinizing loan‑book quality, diversifying away from over‑exposed software names, and considering hardware‑heavy emerging markets may mitigate downside while positioning for any upside from policy shifts.

The Daybreak Europe broadcast focused on the immediate implementation of President Trump’s 10% global tariff, a move that follows a Supreme Court decision overturning his earlier sweeping duties and signals a possible hike to 15% pending a formal order. The...

The episode focused on the twin shocks of artificial‑intelligence market anxiety and a wave of U.S. tariff actions following a Supreme Court ruling that struck down earlier levies. President Trump’s team announced a 10% tariff on batteries, electronics and other...

The video examines how a potential U.S. military strike on Iran could reverberate through global oil markets, focusing on the risk of heightened volatility amid ongoing nuclear negotiations. Former Energy Secretary Ernest Moniz argues that, structurally, the market is currently...

Mining insurers are navigating a surge in natural‑catastrophe losses while maintaining ample capacity, according to brokers cited by AM Best. Recent high‑profile events in Australia and Indonesia have tested the market, yet underwriters continue to offer competitive terms, keeping the specialty...

The Close highlighted a sharp equity sell‑off on Feb 19, 2026 as Brent crude surged to its highest level since July amid escalating U.S.–Iran tensions. The S&P 500 slipped about 0.6% and the Nasdaq 100 fell roughly 0.7%, while the VIX nudged back...

U.S. trade data released this week showed the annual deficit expanding to $901 billion, the widest gap since the early 1960s. After a brief narrowing in the first half of last year, imports surged in the second half, pushing the balance...

Bloomberg Businessweek Daily highlighted two contrasting stories on Thursday, February 19: Figma’s AI‑driven growth trajectory and Blue Owl Capital’s liquidity curtailment in a private‑credit fund. The market backdrop featured modest equity declines, a VIX edging toward 21, and oil prices...

Amplify’s chief investment officer, Christian, used a recent market‑volatility roundtable to argue that traditional income‑focused strategies often leave performance on the table. He outlined how the firm’s “yield‑smart” ETFs combine dividend exposure with tactical covered‑call writing to generate 5‑6% yields...

An executive order from President Trump to reclassify marijuana from Schedule I to Schedule III could rapidly change the legal and commercial landscape for cannabis-related businesses, AM Best analysts say. Rescheduling would permit medical prescriptions and long-term institutional research, generating...

Speakers outlined how decades-long consolidation in U.S. health care has accelerated into new forms of vertical integration: hospitals acquiring physician practices, insurers buying providers and PBMs, and conglomerates building end-to-end platforms. While companies argue these moves improve coordination and efficiency,...

Provisico used its ITC London stage to unveil Flood Intelligence 2.0, a next‑generation forecasting platform aimed at insurers grappling with rising surface‑water flood risk. The company, which counts Liberty, Zurich and Generali among its clients, is shifting from a deterministic single‑outcome...

The Paris Fintech Forum featured Dorian Jorry, co‑founder of Olino, a three‑year‑old insurtech startup that originated in a university classroom. Olino has secured more than €2 million in seed funding and is now scaling its platform that embeds B2B insurance products...

Mauricio Monroy, senior executive at Equisoft, spoke at ITC LATAM 2023 in Miami, highlighting the Canadian firm’s end‑to‑end software solutions tailored for the insurance sector. Equisoft’s portfolio spans CRM, illustration and quoting engines, electronic applications, policy‑admin systems, customer portals and a...

The S&P/ASX 200 closed at 9,007 points, a 0.5% gain that pushed the index above the psychologically important 9,000 mark for a third straight session. National Australia Bank led the market, posting a 16% rise in first‑quarter cash earnings and...

The February 2026 episode of "Yet Another Value" is a free‑form monologue by host Andrew Walker, focused on the growing AI‑induced panic across software‑as‑a‑service (SaaS) and other asset‑light sectors. Walker frames the discussion as a “monthly random rambling,” noting that...

AM Best reports that reinsurance costs and capacity constraints for Caribbean insurers have moderated amid an accelerated softening in property reinsurance pricing and modest easing of some terms and conditions. Favorable insurer results through 2024 reflect a low catastrophe year...

Chesnara PLC announced the €110 million purchase of Scottish Widows Europe, adding roughly 1.4 million policies and an administrative hub in Luxembourg to its portfolio. The deal is projected to generate €250 million of lifetime cash, with about €100 million expected in the first five...

On the Complex Podcast, Katrina Green interviews Eric Rich of McGowan Insurance Group about insuring multifamily properties, opening with his industry credentials (CAWC and CIC) and tracing his path into insurance from a modest upbringing through roles in retail, hospital...

In a recent discussion, Stefano Bison of Generali highlighted how digital payment innovations are reshaping the insurance value chain. He emphasized that the payments ecosystem is already highly monetized and digitized, allowing insurers to experiment with new payout models without...

Instabase showcases how artificial intelligence can streamline insurance claim workflows, turning lengthy, multi‑person processes into near‑instant payouts. The platform ingests contractor or field‑adjuster reports—photos, descriptions, liability decisions—and automatically extracts claim amounts and relevant data, eliminating the need for a desk‑based...

The video features Bastiaan De Goei explaining how artificial intelligence can transform insurance companies from passive pay‑out entities into proactive partners that help customers before a crisis deepens. By treating insurers as data‑processing organizations, AI platforms such as Instabase unlock...

Insurance Business TV captured insights from leading professionals at the WSIA annual marketplace conference in San Diego, focusing on how financial‑lines carriers are adapting to emerging risks. Speakers highlighted the importance of a diverse product portfolio, rapid service, and consistent...

The conference highlighted that casualty catastrophe losses, once rare, now occur almost every year, forcing insurers to rethink how they price, model, and underwrite these risks. Speakers argued that the industry must adopt a property‑catastrophe‑style framework for casualty exposures, accounting for...

The discussion at the WSIA marketplace in San Diego focused on how carriers and brokers can jointly leverage modern distribution platforms to expand both admitted and non‑admitted (ENS) insurance offerings. Panelists highlighted that AI‑powered quoting engines, property analytics and real‑time weather...

ScyAI (Saiai), launched out of stealth by founder Bernhard Ranneger, uses generative and agentic AI to turn complex physical-risk models and qualitative submission materials into actionable, decision-ready risk strategies. The startup layers AI atop catastrophe and climate analytics to automate...

The Health Affairs podcast aired on February 13, 2026, unpacked a sweeping 577‑page proposed rule that would reshape the Affordable Care Act for the 2027 coverage year. Released unusually late in the rule‑making cycle, the proposal gives stakeholders just weeks...

The Insurance Business TV round‑table examined whether environmental liability – especially pollution, PFAS and asbestos – is becoming the next major coverage gap in Australia and New Zealand. Participants highlighted a surge in public and regulatory pressure, illustrated by a...

The University of Illinois Extension hosted a Farm Do webinar to preview the 2026 crop‑insurance landscape, emphasizing the March 15 enrollment deadline that Midwest corn and soybean growers must meet. Speakers Todd Gleason, Gary Schniki and Nick Pollson walked participants through recent...

AM Best’s latest report shows that U.S. excess and surplus lines (ENS) premium growth moderated during the first three quarters of 2025, signaling the market’s transition from the rapid expansion seen in previous years. Total ENS premium rose 9.7% year‑over‑year, down...

The interview with Massimo focuses on how financial institutions are integrating geopolitical risk into their broader risk‑management agenda, moving the issue from strategic planning into the daily purview of chief risk officers and finance teams. He argues that vendors such...

The Feb 11 Closing Market Report podcast featured insights from Josh Linville of StoneX, a farmdoc Crop Insurance webinar, and weather analysis by Drew Lerner. Linville discussed recent commodity price movements, while the farmdoc session highlighted trends in crop‑insurance premiums and...

The Reuters Events webinar tackled proactive claims litigation management amid rising social inflation and increasingly sophisticated plaintiff tactics. Panelists highlighted how modest claims can balloon into multi‑million verdicts, underscoring the urgency for insurers to rethink traditional claim‑handling approaches. Key insights included...

AM Best’s 3Q 2025 snapshot highlights that personal‑lines momentum is propelling a notable turnaround in property‑casualty underwriting after a volatile start to the year marked by the January California wildfires. The firm’s analysts, Helen Anderson and David Blades, note that direct premiums...

Coalition highlighted the rapid cascade from disclosure to exploitation in the recent React-to-Shell vulnerability, which targeted React server components and left Next.js-hosted sites especially exposed. The firm said threat actors began scanning immediately after disclosure and that working exploits appeared...

The panel titled “The Cost of Catastrophe” examined Canada’s unprecedented insured weather losses, which reached $6.29 billion in 2024 – roughly three times the 2023 figure and the highest on record. Participants from Marsh, Gallagher, FM Affiliated and AON discussed how...