Economy
Is AI Ending Wall Street’s EPS Obsession?
AI Spending Shifts Investor Focus from Earnings to Cash Flow
The artificial intelligence boom is transforming how investors evaluate corporate earnings, pushing Wall Street beyond...
China’s Export Controls Are Supposed to Target America. Why Do They Keep Hitting Europe?
On October 9, 2025, China's Ministry of Commerce added five more rare earth elements to its export control list and, for the first time,...
Has the US Japan Currency Intervention Weakened the G7’s Influence on Global Exchange Rates?
US Japan Currency Intervention Signals Shift Away From G7 Coordination
Last week's joint intervention by the United States and Japan to support the Japanese yen...
The Insurance Ceasefire
On 21 July, Houthi forces announced a blockade of Saudi Arabian ports. The next day, the spot rate to move a very large crude...
The Gold Was Never About Inflation
On 23 July, the EU adopted its 21st and largest sanctions package against Russia — 218 listings, asset freezes on 94 banks, the first-ever...
Is South Korea’s Market Crash Creating a Buying Opportunity for Global Investors?
Global investors are beginning to rebuild confidence in South Korean equities after one of the most volatile market corrections in recent years, viewing the...
Is the US Economy Overheating and Should Bond Markets Be Worried?
The United States economy is showing remarkable resilience despite geopolitical tensions, political uncertainty, and concerns over slowing global growth. Rather than cooling, economic activity...
Is Iran losing control of Gulf trade?
The recent strikes by the Houthis, an Iranian proxy group operating out of Yemen, on shipping passing through the Red Sea have been seen...
Will Trump’s Tariff Powers Derail the New Russia Sanctions Bill?
A bipartisan Russia sanctions bill championed by the late Senator Lindsey Graham is facing growing resistance in Congress as lawmakers debate provisions that would...
Why Venezuela’s Refineries May Be Too Costly to Save
Venezuela's once powerful refining sector has fallen into severe decline, with aging infrastructure, years of underinvestment, and recent earthquake damage leaving the country's largest...