The Debt Wall and the Dividend Trap
This week highlights key players impacting global markets.
Disney’s Latest Release Fails to Impress at Box Office
Disney’s latest release struggles at the box office.
The Five Hundred Billion Dollar Backlog Mirage
Oracle faces scrutiny as AI investments surge and concerns rise.
Capital Efficiency Is Killing the Middle Management Tier
The labor market’s state is crucial for investment decisions.
The Liquidity Trap Snapping Shut on Wall Street
The US stock market is experiencing significant volatility.
The $37 Trillion Pivot and the High Yield of Female Stewardship
This commentary delves into women’s economic influence globally.
The Hidden Liquidity Trap Awaiting Investment Grade Credit in 2026
Understanding the investment-grade credit outlook is crucial amid inflation concerns.
Bond Markets Punish the Fed Neutral Rate Delusion
Learn key strategies for bond allocation in today’s market.
Why the Santa Rally of 2025 Is Built on a Foundation of Data Fog and Debt
Investors are evaluating the future of risk assets amid ongoing gains.
USDJPY Surges Following BOJ Decision on Rates
The USDJPY pair reacts to the BOJ’s interest rate hike.