While dynamic, the overriding macro backdrop continues to feel constructive, and in aggregate, global equity markets have ...
Brazil’s rate cuts, weaker dollar & commodities tailwinds could lift large caps. Read more macro analysis here.
The 2026 outlook translates macro regimes into measurable market targets and disciplined portfolio frameworks for ...
Bitcoin’s latest bout of selling has a different feel. Instead of the usual crypto stress signals, panic from small investors, a wave of forced liquidations, or miners dumping coins to pay bills, this ...
Metal cost volatility is cited in price-increase notices as passive-component hikes spread; MLCC risk shows up first in ...
Small-cap stocks are beginning to draw renewed attention in 2026 as investors reassess where the next leg of returns could come from.
Belden reported record fourth‑quarter revenue of $720 million, up 8% year over year and above the high end of guidance, capping a record 2025 with about $2.7 billion in sales. Full‑year revenue grew ...
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AI scare trade

For three years, artificial intelligence was the stock market’s engine of growth. The Magnificent Seven surged, software multiples expanded and investors rewarded anything with an AI narrative. Then, ...
Markets may be factor-led for now, but Catriona Burns believes earnings growth will ultimately drive share prices again.
Leading up to the national shutdown, many businesses took to social media to decry the Trump administration’s immigration ...
Daron Acemoglu, an economics professor at Massachusetts Institute of Technology and a Nobel Prize winner, says: “If AI is used ultimately as an automation tool and nothing else, or mostly as an ...
Spain's construction market, growing at a 3.9% annual rate, offers opportunities in residential, commercial, and industrial sectors. Key drivers include industrialized methods for affordable housing, ...