Category: Markets and Macro

South Korea’s flagship pledge to channel $350 billion into strategic sectors in the United States is now expected to start later than planned, with the finance minister signaling that the first wave of projects is unlikely to launch in the first half of the year. The delay complicates a signature economic initiative meant to ease…

Canada has jolted North American trade politics by sharply cutting tariffs on Chinese-made electric vehicles, even as President Donald Trump keeps the United States on a hard line against Beijing. The move opens the door for Chinese brands to gain a real foothold in Canada’s EV market and potentially creep closer to American drivers through…

Global markets spent the past few years obsessing over “de-dollarization,” yet capital flows are telling a very different story. Even as political drama swirls around President Donald Trump, investors are leaning back into U.S. stocks, bonds, and the dollar itself, treating Washington noise as a sideshow rather than a structural threat. The result is a…

President Donald Trump moved quickly into the debt of two of Hollywood’s biggest players, buying corporate bonds from Netflix and Warner Bros. Discovery just after their $83 billion megadeal was unveiled. The purchases, worth at least $1 million and potentially closer to $2 million, dropped the sitting president directly into the capital structure of companies…

Financial markets are treating the race to lead the Federal Reserve as a live trading event, not a distant political process. As Former Fed Governor Kevin Warsh pulls ahead as the favorite to become the next Fed Chair, gold and silver are retreating from record territory while bond yields climb, signaling a rapid rethink of…

SanDisk has become the rare legacy chip name that suddenly looks like a hyper‑growth story, and Wall Street is scrambling to catch up. After a blistering run in its solid-state drive franchise, Goldman Sachs has pushed its price target to $320, framing the company as a prime beneficiary of a structural shift toward SSD-heavy computing…

Global politics is running hot, from Iranian threats and Venezuelan strikes to a bizarre sovereignty spat over Greenland, yet equity benchmarks keep grinding higher. Markets are not blind to the turmoil, but they are ruthlessly selective about which shocks matter, prioritizing interest rates, earnings and liquidity over even dramatic headlines. I see the current calm…

Jefferies has just delivered one of the starkest institutional warnings yet that quantum computing is no longer a distant abstraction for digital assets. By scrapping a sizeable bitcoin position and shifting the capital into gold, the firm’s top strategist has turned a technical security debate into a live asset allocation decision for mainstream portfolios. The…

Donald Trump’s tariff salvos at close allies are reshaping the global trade map, and nowhere is that clearer than in the sudden warmth between Ottawa and Beijing. Faced with new barriers on everything from cars to canola, Canada is moving to lock in a strategic partnership with China that would have been politically unthinkable a…

President Donald Trump is recasting himself as a consumer crusader, targeting the fees, interest charges and investment strategies that have long powered Wall Street’s earnings. His affordability push now stretches from credit cards to single-family homes, promising relief for households squeezed by high prices while unsettling banks, private equity firms and institutional landlords. The political…