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Global markets meltdown
Good morning, friends. It has been a crazy 24 hours after a global sell-off triggered a market meltdown, pushing most…
The twilight of the AI investment era?
Wall Street has started wondering when AI is going to become profitable, if ever
Stock market rallies convince analysts of global risk reset
Stock markets rallies make analysts believe a risk reset is around the corner: The world’s most prominent indices — S&P…
Nvidia gains help S&P 500 hit fresh closing high
Nvidia’s valuation hits USD 2 tn: Nvidia continued its rally on Friday, with its valuation briefly hitting USD 2 tn…
Investors worry that Red Sea disruptions and consumer boycotts could put an end to US stock rally
Earnings forecasts for S&P 500 companies over the next 12 months are at a record high
Global markets close the books on their best year since 2019
The MSCI World index finished the year up 22% y-o-y
Green finance could be in trouble
New capital requirements on Wall Street will rock the green finance boat: Basel 3 Endgame — the final stage of…
A relief rally for risk assets — but does it have legs?
Isthe “everything rally” a lasting bull market or a flash in the pan?Investors rushed into stocks, bonds, gold, and crypto…
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