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The bull case for US equities entering 2026 rested on a relatively straightforward set of assumptions: inflation would continue its post-2022 decline toward the Fed's 2% target, theCentral Bankwould respond with rate cuts that would reduce the discount rate applied to futureEarnings, and the …
The deployment of a Pakistani jet squadron and thousands of troops to Saudi Arabia marks a qualitative shift in the regional character of the US-Iran conflict. What began as a bilateral confrontation between Washington and Tehran has progressively drawn in the Gulf Cooperation Council …
The simultaneous wavering of the S&P 500, the Dow Jones Industrial Average, and the Nasdaq Composite in Monday's session conceals meaningfully different stories within each index. The Nasdaq's underperformance, relative to both its own recent trend and the other indices, is the most analytically …
Scott Bessent's plan to call on G7 nations to align with the US sanctions regime against Iran addresses a structural vulnerability that has characterised Western economic pressure campaigns for decades: the gap between the headline stringency of sanctions and their practical effectiveness when enforcement …
Pre-market moves in ETFs and futures are imperfect but informative instruments. They reflect the positioning of institutional investors who are reacting to overnight news flow and recalibrating exposures before the cash market opens. Monday's pre-bell decline across equity futures had two clear drivers: the …
The bond vigilante concept entered the financial lexicon in the early 1990s, when James Carville, an adviser to President Clinton, famously remarked that if he were to be reincarnated, he would want to come back as the bond market because it could intimidate everybody. …
China has confirmed a 200-aircraft Boeing order and signalled an extension of its trade truce with the United States. The deal marks Boeing's first major Chinese purchase in nearly a decade, but the structural dynamics of the bilateral relationship remain far more complex than …
A Pipeline Revival Timed to Geopolitical Turbulence
The U.S. Senate advanced a war powers resolution 50-47 to curb Trump's authority over the Iran conflict, signalling rising congressional friction, oil market disruption, and political risk ahead of the 2026 midterms.Key HighlightsSenate advanced a war powers resolution 50-47, with four Republicans crossing party …
Goldman Sachs secures the lead left position on SpaceX's landmark IPO, targeting a $1.75 trillion valuation in what could be the largest stock market flotation in history. Here is what institutional investors need to know.Key HighlightsGoldman Sachs named lead left underwriter; Morgan Stanley, Bank …
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