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Consumer Confidence at 14-Month Low: Is the American Consumer Finally Running Out of Steam?

The Conference Board's March 2026 Consumer Confidence Index fell to 92.4 — a 14-month low, below the consensus estimate of 95.0, and down significantly from February's already-weakened 98.3 reading. The expectations sub-index fell to 71.8. Historically, readings below 80 on the expectations index have …

Anjali Anand | 30 March 2026

Google's Historic $32B Wiz Acquisition Closes — And What It Means for the Cloud Security Industry

Wiz had been one of the fastest-growing enterprise software companies in history, reaching $500 million in annualrecurring revenuefaster than any cloud security company before it. The company pioneered an agentless approach to cloud infrastructure security — the ability to scan and monitor cloud environments …

Anjali Anand | 30 March 2026

10-Year Treasury Yield Back Above 4.5% — Fiscal Fears and the Debt Ceiling Are the New Bond Market Story

The Congressional Budget Office last week projected the federaldeficitfor fiscal year 2026 at $2.1 trillion, up from a prior estimate of $1.85 trillion. The increase is driven by higher mandatory spending on Social Security and Medicare, higher debt service costs as existing Treasury debt …

Anjali Anand | 30 March 2026

Ukraine Peace Talks Collapse Again — What the Ceasefire Failure Means for Markets, Defense Stocks, and European Security

The immediate market implication is clear: the "peace dividend" that analysts had been modeling as a potential Q2 catalyst — lower energy prices, improved European growth prospects, reduced defense spending urgency — is off the table for now.

Anjali Anand | 30 March 2026

No Place to Hide: Fall Across the Asset Class

Portfolio construction rests on a foundational assumption: when equities fall, something else holds. Bonds stabilise. Gold rallies. Cash preserves. In March 2026, that assumption was dismantled across every major asset class simultaneously.

Nitish Kishor | 30 March 2026

Strait of Hormuz Crisis Drives WTI Crude Toward $100 as Iran War Escalates

A Conflict With Global Pricing Consequences

Nitish Kishor | 30 March 2026

Under Fire, At the Table: How Iran's Dual Exposure Is Repricing Global Risk

Strategic Context: Direct Escalation, Deliberate Messaging

Nitish Kishor | 30 March 2026

Market Bubble Risks and Investment Strategy: Navigating Rate Hikes, Inflation Pressures, and Geopolitical Uncertainty

Global financial markets are entering a more complex phase as macroeconomic stability begins to give way to renewed uncertainty. After years of liquidity-driven expansion, supported by low interest rates and accommodative central bank policies, the underlying conditions that sustained elevated asset prices are gradually …

Vinay Lochav | 30 March 2026

Meta Platforms: AI-Driven Growth Meets Valuation Disconnect in Big Tech

The rapid evolution of artificial intelligence is redefining competitive dynamics across the technology sector. What began as incremental improvements in recommendation systems has now evolved into a structural transformation driven by generative AI. This shift is not only enhancing user engagement but also fundamentally …

Vinay Lochav | 30 March 2026
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