Category: Markets and Macro

Crypto’s 2025 narrative ultimately hinged on two forces pulling in the same direction but at very different speeds: a full court press from traditional finance and a quieter, more technical shift in how on-chain credit markets work. One of those stories, the Wall Street rush into digital assets, dominated headlines and price charts. The other,…

Wall Street is starting to sketch out a 2026 in which stocks climb sharply even as President Trump’s tariff regime reshapes global trade. The core of the bullish case is simple: a surprisingly resilient U.S. economy, strong profit growth and sector winners that can offset the damage from higher import costs. The tension between those…

Nomura is telling clients to brace for a rare combination in 2026: solid global growth paired with stubborn inflation pressures. The firm’s investment and macro teams see a powerful mix of artificial intelligence spending, fiscal expansion and a recovering trade cycle lifting output, even as central banks struggle to push price gains back to pre‑pandemic…

Corporate America is lining up behind Federal Reserve Governor Christopher Waller as President Donald Trump weighs whom to install as the next chair of the central bank. More than four out of five leading chief executives now say the White House would be making a serious mistake if Trump passed over Waller, a rare show…

The idea that a family earning six figures could still feel poor sounds absurd until you start tallying rent, child care, health insurance, and the quiet cost of losing government help. A Wall Street investor has pushed that tension to an extreme, arguing that the real poverty line for a family of four is $136,500…

The classic promise of higher education was simple: earn a degree, land a stable white-collar job, and watch your income climb over time. That social contract is under strain as college graduates increasingly find themselves in the same unemployment lines they were told a diploma would help them avoid. With degree holders now accounting for…

The latest reading on United States growth is not just another strong quarter, it is a direct challenge to the idea that the country is stuck in a “vibecession,” where sentiment is sour even as the fundamentals quietly improve. With real output accelerating at its fastest pace in two years and key engines like consumer…

Ukraine’s long-range drone campaign against Russia’s energy infrastructure has shifted from sporadic raids to a sustained effort to degrade the Kremlin’s oil revenues. Instead of focusing on the exact tally in any single fortnight, the emerging pattern is a drumbeat of strikes on refineries and depots that, taken together, amount to a new phase of…

The US spent much of the past two years bracing for a downturn that never arrived. Instead of the contraction many analysts saw as inevitable, growth has accelerated, job losses have been limited, and the feared recession narrative has been forced into reverse. The result is an economy that looks resilient on paper, even as…

Pipeline attacks have become one of the most volatile fault lines of the war around Crimea and the wider Black Sea, turning buried infrastructure into front‑line targets. The headline image of a $200 million fuel link to the peninsula being hit twice and forcing 2.4 million people to ration fuel is, however, unverified based on…