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.
A customer looks at goods on a shelf in a supermarket on January 15, 2025 in London, England.Wed, May 21 2025The U.K.’s annual inflation rate hit 3.5% in April, coming in above analyst expectations, according to data released by the Office for Nati...
May 20, 2025 A Moody's downgrade of US credit sent stocks lower to start the trading week. But Wall Street strategists don't believe Monday's initial move implies a sustained downward trend. Morgan Stanley chief investmen...
Tue, May 20, 2025 (Reuters) - U.S. crude oil stockpiles likely fell last week, along with distillate and gasoline inventories, a preliminary Reuters poll found on Monday. Five analysts polled by Reuters, ahead of weekly inventory data, estimated...
Mon, May 19 2025 The U.K. government on Monday laid out proposals to bring short-term loans under formal rules as it looks to clamp down on the “wild west” of the buy now, pay later sector. Fintech firms like Klarna and Block’s Aft...
Mon, May 19 2025 U.S. President Donald Trump will speak separately with Vladimir Putin and Volodymyr Zelenskyy on Monday in hopes of ending the “bloodbath” in Ukraine, amid concerns over Washington’s ongoing push to broker peace-making. “HO...
Business travel to the U.S. fell 9% in April as companies and workers grappled with economic uncertainty and anger over the Trump administration’s tariffs and border policies. The National Travel and Tourism Office released preliminary f...
Fri, May 16, 2025Oil bounced between small gains and losses as Iran cast fresh doubts on the status of nuclear talks with the US. Brent traded below $65 a barrel after jumping as much as 1.1% earlier on comments by Iran’s foreign minister, Abb...
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...