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The greenback at a crossroads with four scenarios to watch, BMI
Four competing forces are currently shaping the USD’s course and will determine its trajectory over the coming months
Crowded trades reverse as metals plunge and USD gains
The gold and silver rout raised concerns over momentum-driven markets
AI, geopolitics, and capital redirection will shape M&A activity in 2026 -Bain
The year of the “great rebound” gives way to discipline and value creation in M&A
Goldman Sachs CEO sees resurgence in global capital markets in 2026
David Solomon forecasts 2026 as one of the “best M&A years ever”
Japanese government bond turmoil raises risks for JPY, carry trade, and US Treasuries
Investors are bracing for the end of the “liquidity tap” as Japanese yields hit 20-year highs
Global FDI rises in 2025, but recovery is skewed toward developed economies
Developed economies led the upswing, while developing economies saw a modest decline
Two-speed China: exports fly, corporate profits lag
China generated a USD 1.2 tn trade surplus in 2025, with exports at record highs.
Markets rattle as Trump revives EU trade war over Greenland
Gold and silver scale all-time highs while stocks dip on fears of 25% tariffs on the EU
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