Platinum markets have been jolted into a rare moment of euphoria, with prices on track for their strongest monthly performance in nearly four decades. The rally, unfolding through December, reflects more than speculative enthusiasm. It is being driven by a… Read More ›
Economy & Finance
Silver’s Market Architecture Comes Into Focus as Prices Redefine Investor Access
Silver’s surge to record territory has drawn renewed attention not only to its price dynamics but to the complex machinery through which the metal is bought, sold, and stored across global markets. Unlike equities or bonds, silver trades through a… Read More ›
U.S. Fiscal Reset Sets the Stage for a Tax-Driven Economic Reordering in 2026
The U.S. economy is approaching a pivotal inflection point as sweeping tax changes begin to reshape incentives for households, businesses, and investors in 2026. After years of growth shaped by monetary tightening, inflation shocks, and geopolitical disruption, fiscal policy is… Read More ›
Tax Cuts Power Near-Term Momentum as Structural Fault Lines Test U.S. Growth
The U.S. economy is entering a phase where near-term momentum is being lifted by fiscal stimulus even as deeper structural risks remain unresolved. After a volatile period marked by trade disruption, policy uncertainty, and uneven labor market signals, growth is… Read More ›
Liquidity, Optimism and Policy Signals Propel Equities Toward a Historic Finish
Global equity markets are closing the year on an unusually strong footing, with benchmark indices hovering near record levels as investors increasingly converge around a single dominant assumption: that the era of restrictive U.S. monetary policy is giving way to… Read More ›
Peace Signals Trigger a Tactical Retreat in Europe’s Defense Rally
European defense stocks began the final trading week of the year under notable pressure, as renewed diplomatic momentum around a potential Ukraine peace deal prompted investors to reassess one of the region’s strongest equity themes of recent years. Shares in… Read More ›
Zepto’s IPO Push Tests Investor Appetite as India’s Quick Commerce Boom Faces a Reality Check
Indian quick commerce startup Zepto has taken a decisive step toward the public markets, confidentially filing for an initial public offering that could raise around $1.2 billion in fresh capital. The move comes at a moment of extraordinary growth —… Read More ›
Deal Fever at Year-End: How Warner Bros and a Revived M&A Cycle Are Redrawing the Calendar for Wall Street
For much of the past two years, global dealmaking was defined by hesitation. Rising interest rates, geopolitical shocks, and regulatory uncertainty encouraged boards to delay decisions and advisers to manage expectations. That caution has now given way to urgency. As… Read More ›
Inside Signal and Strategy: Why Tim Cook’s Nike Bet Backs a High-Stakes Reset
When Apple chief executive Tim Cook moved to nearly double his personal stake in Nike, the transaction was small in dollar terms but large in strategic meaning. At a moment when Nike’s turnaround remains fragile and investor confidence uneven, Cook’s… Read More ›
The AI Infrastructure Arms Race Intensifies as Tech Giants Pour Capital Into Compute, Chips and Data Centers
A surge in demand for artificial intelligence services is forcing the world’s largest technology firms into an unprecedented wave of infrastructure investment, reshaping capital allocation across the industry. From model developers to chipmakers and cloud providers, companies are committing hundreds… Read More ›