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Week Ahead: Horse power
A global rotation shakes up markets as money moves from pricey growth stocks into value. U.S. GDP and Walmart results may reveal whether momentum can…
2 months ago
Week in Review: Irreplaceable?
From legal tech to finance, AI anxiety spread fast this week after another startup claimed it could do the job of entire teams. Plus, a rosy U.S. job…
2 months ago
AI phobia
Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple…
2 months ago
Rate expectations
January’s blockbuster jobs report shattered the weak labor narrative and pushed expected Fed cuts further out. Add a CBO outlook with deeper deficits…
2 months, 1 week ago
Job jitters
Main Street is wobbling, from layoffs to weak retail sales. At the same time, TSMC reports blistering growth. Plus, a new AI tax‑management tool send…
2 months, 1 week ago
CapEx America
The renminbi jumps ahead of the Lunar New Year, big tech firms tap the bond market for major funding rounds, and UK politics stir brief market jitter…
2 months, 1 week ago
Tokyo drift
Japan’s ruling party secures its biggest majority ever, powering a rally in Tokyo shares while bonds and the yen stay steady. Wall Street looks to ex…
2 months, 1 week ago
Week Ahead: Super Poll Sunday in Japan
This upcoming week, markets brace for Japan’s election fallout, fresh U.S. jobs and inflation data, and continued turbulence in AI‑driven tech stocks…
2 months, 1 week ago
Week in Review: Friday flip
After a brutal week for tech, Wall Street suddenly flips. The Dow crosses 50,000 for the first time, chip stocks roar back, and AI fears give way to …
2 months, 1 week ago
AI hangover
After months of optimism, markets are suddenly uneasy about who actually benefits from AI. With the monthly jobs report delayed, layoff notices and c…
2 months, 1 week ago