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Oxford Economics sees faster growth ahead, conditional on a peace that could still fall apart
Lower oil lifts the outlook, but the truce is fragile, tariffs are coming, and AI supply chains run through vulnerable…
Asian loan market hits 16-year low in 1H
Loan issuance across Asia Pacific (excluding Japan) fell 15% y-o-y to USD 69 bn in 1H 2026
Megadeals are back just as AI rewrites the M&A playbook
Global M&A hit a record USD 2.8 tn in 1H 2026, but Bain says acquirers now face tougher integration and…
Gulf SWFs deployed a record USD 53.9 bn in 1H 2026, showing no signs of slowing despite the war
Gulf SWFs had a record semester by value, and 21 of 42 global mega-transactions involved Gulf funds
Chip stocks see their best quarter ever — but volatility raises questions over what comes next
Nvidia is the cheapest it’s been since 2018, even as the broader sector trades at its richest multiples in a…
Mubadala, Adia, and the world’s biggest sovereign funds have a new playbook: fewer stocks, more data centers
Concentration risk, inflation, and geopolitical risk broke the old portfolio. Private credit and infrastructure are what’s replacing it
Bond investors are questioning the AI boom as spending heads toward USD 5.5 tn
The Bank for International Settlements warns the AI boom is becoming increasingly debt-fueled
Wall Street lines up another shareholder payday after Fed stress tests
The six largest US banks returned more than USD 140 bn to shareholders last year, and fresh dividend hikes show…
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