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.
Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. AMD said on Wednesday that its board of directors approved $6 billion in share buybacks....
Saudi Crown Prince Mohammed Bin Salman reacts next to U.S. President Donald Trump during the Saudi-U.S. Investment Forum, in Riyadh, Saudi Arabia, May 13, 2025. The plenary room of the Ritz Carlton Riyadh was packed to the brim on Tuesday as gu...
Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. AMD said on Wednesday that its board of directors approved $6 billion in share buybacks....
Mon, May 12, 2025 Shares of pharmaceutical companies fell across the world after US President Donald Trump said he planned to order a cut in US prescription drug costs to bring them in line with other countries, prompting concern that profits will t...
Sat, May 10, 2025It's been a busy week for AI upstart OpenAI (OPAI.PVT). The company abandoned plans to convert itself into a for-profit enterprise and appointed Instacart CEO Fidji Simo as its new head of applications. It also reached an agreement to...
Fri, May 9, 2025China’s exports to the United States fell sharply in April after Donald Trump’s triple-digit tariffs took effect, in another sign of the damage the US president’s trade war is causing the world’s two largest economies as they prepare f...
Air Canada is seeing a "low teens" percentage decline in bookings over the next six months for trips across the U.S. border amid trade tensions and a weaker Canadian dollar, the airline's CEO said on Friday. Canada's largest c...
Fri, May 9, 2025Oil rose as the market turned its attention to trade talks between the US and China this weekend, after President Donald Trump announced an agreement with the UK. Brent surpassed $64 a barrel, dipping briefly from session highs after...
President Trump resumed his attacks on Federal Reserve Chair Jerome Powell Thursday, calling the central bank boss a "fool" who "doesn't have a clue." The comments on the social media platform Truth Social came one day after t...
Updated Wed, May 7, 2025 Google (GOOG, GOOGL) stock dropped more than 6% on Wednesday after Apple's senior vice president of services, Eddy Cue, revealed that Apple (AAPL) is exploring adding AI search engines such as Perplexity to its defau...
The April jobs report showed the US labor market isn't rapidly cooling. But some on Wall Street still think an economic slowdown is likely underway, even if it's not showing up in mass layoffs or a large pickup in the unemployment rate. "...
Wed, May 7, 2025Tesla's China-made electric vehicle sales fell 6% in April from a year earlier, extending declines for a seventh month, as the U.S. automaker grapples with intense competition from its Chinese rivals and a tarnished image in Europe.&nb...