Happening now
National policies, geopolitical shifts, and financial system changes are reshaping the capital environment at an unprecedented pace. From the Fed's interest rate trajectory and liquidity cycles to capital access conditions in emerging markets, every localized fluctuation reflects systemic risks and opportunities. By continuously monitoring financial and policy signals, we gain clearer insights into the transmission mechanisms between macro trends and asset prices, enabling us to develop more forward-looking strategies.
Sat, July 19, 2025 Chinese electric vehicle brands Neta and Zeekr inflated sales in recent years to hit aggressive targets, with Neta doing so for more than 60,000 cars, according to documents reviewed by Reuters and interviews with dealers and...
Sun, July 6, 2025It’s been a tremendous year so far for bitcoin and the crypto market. Cryptocurrencies have gained greater acceptance in Washington, with President Donald Trump establishing a strategic bitcoin reserve and the Senate passing t...
Updated Fri, June 27, 2025 Alphabet's (GOOG, GOOGL) rough run in 2025 may be nearing the end. In a new Jefferies report, its analysts argue that fears around Google's competitiveness in the AI era are overblown and that the stock's c...
Tue, June 24, 2025 Senate Republicans are aiming to wipe away some $3.8 trillion of federal budget red ink from the GOP’s signature tax-and-spending bill with an unprecedented parliamentary maneuver, stoking concerns about long-term US fiscal polic...
Sat, June 21, 2025Iranian threats to block energy shipments through the Straight of Hormuz and the fate of the nation's own oil and natural gas production efforts have been anxiously watched since the beginning of its conflict with Israel. So far...
Fri, June 20, 2025Elon Musk’s artificial intelligence startup xAI Corp. offered investors sweeter pricing on its $5 billion debt offering Friday, the same day Morgan Stanley is wrapping up commitments for the deal. The package now includes $3...
Mon, June 16, 2025As Iran fires masses of ballistic missiles, Israel’s vaunted air defenses are being tested like never before. Iran launched around 200 such missiles at Israel on Friday night — in retaliation for a wave of Israeli strikes that day...
Updated Sat, June 14, 2025 Americans are feeling better about the path forward for inflation. The latest University of Michigan consumer sentiment survey released Friday showed pessimism over the inflation outlook lessened in June, as one-...
Published Tue, Jun 10 2025American fund managers are lobbying Congress over a provision tucked inside President Donald Trump’s tax bill that they say could lead to foreign investors “quickly” pulling investments out of the U.S. The “One Big...
Updated Tue, June 10, 2025Apple's (AAPL) iPad is getting some major enhancements that should make it a far more useful laptop replacement. The improvements are part of the company's iPadOS 26, which Apple announced during its WWDC 2025...
Mon, June 9, 2025 LONDON (Reuters) -The rate at which riskier U.S. companies default will increase next year, Deutsche Bank said in a Monday note, as a result either of weakening economic growth or the pressure of higher interest payments. BY T...
FILE - A data center owned by Amazon Web Services, front right, is under construction next to the Susquehanna nuclear power plant in Berwick, Pa., on Tuesday, Jan. 14, 2024. Mon, June 9, 2025HARRISBURG, Pa. (AP) — Amazon said Monday that it wi...