I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in long-term Treasury bond yields was broken in a fierce rebellion by a bond market that had ...
We remain pro-risk and see the AI theme still the main driver of U.S. equities. Identifying the winners as AI revenues spread is an active investment story. U.S. stocks rose. PCE inflation data ...
Online scalpers who exploited macro programs to purchase large quantities of tickets for professional baseball games and ...
Macro risk involves political, economic hazards impacting businesses globally. Learn about its effects, how companies manage ...
Any correction in H1 CY26 should be viewed as a buying opportunity, given the robust long-term market outlook. The last 5 ...
There are thinkers throughout history who offer grand overarching explanations of economic growth. Karl Marx was an economic ...
Discover how global macro hedge funds strategically manage investments amidst economic and political shifts. Learn about ...
Fan Tokens in particular, has emerged as a consumer-facing vertical that links real-world events, global fan engagement, and ...
GRAINS & OILSEEDS: The broader macroeconomic mood is mixed following the Federal Reserve's decision to cut interest rates again in December, with a weaker U.S. dollar and lower oil prices.
Investors are preparing for 2026 with a focus on building well-balanced portfolios. Sunny Agrawal of SBI Securities shares insights on asset allocation for the year ahead. Equities are expected to ...
Advisory The EU is today (and maybe tomorrow) discussing how to formally use the frozen Russian Central Assets to fund ...