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.
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...
Sat, June 7, 2025Much has changed in the crypto landscape over the past year and a half. And with it, so may more investors’ minds about cryptocurrencies — especially bitcoin, the (very young) granddaddy of them all. Crucially, crypto has gai...
The logo of Deutsche Bank is seen on the roof of a building outside a Deutsche Bank branch office in Malaga Tue, June 3, 2025Deutsche Bank has raised its year-end target for the S&P 500 to 6,550 from 6,150, citing lower tariff-related...
Published Thu, May 29 2025President Donald Trump met Thursday with Federal Reserve Chair Jerome Powell amid the president badgering the central bank for lower interest rates. The Fed confirmed in a release that the meeting occurred, stressing t...
Published Wed, May 28 2025OPEC+ countries on Wednesday agreed to leave their formal output quotas unchanged, with market focus shifting toward potential increases from an eight-member subset of the alliance that had been carrying out separate volunt...
An icon of ASML is displayed on a smartphone, with an ASML chip visible in the background.Published Wed, May 28More than $130 billion of value has been wiped off of ASML in under a year amid restrictions on exports to China and U.S. tariff unce...
Tue, May 27, 2025LONDON (AP) — Tesla sales across Europe plunged by half last month even as growth in the electric car market picked up pace, according to data released Tuesday. The numbers are the latest indication of how much the Tesla brand...