Financial News & Analysis
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UBS Strategists Turn Biggest European Stock Bulls With 8% Upside
UBS strategists turn most bullish on European stocks, forecasting 8% upside driven by earnings and broadening rally.
The COMEX Vault Drain Conspiracy
Post theorizes COMEX vault drains linked to government critical mineral stockpiling, bullish for precious metals and mining stocks.
Meta's building its own AI chip backed by a $145B infrastructure budget this year. Capability win...
Meta's in-house AI chip and massive capex plan sparks debate on cost vs. capability.
Polestar chief says globalisation for carmakers is over after US sales ban
Polestar barred from US EV sales; Geely's globalization setback signals deglobalization trend.
Goldman Sachs wins $70 billion in asset management deals with Verizon, Lockheed Martin
Goldman Sachs wins $70B in asset management deals from Verizon and Lockheed Martin.
June home sales disappoint as prices reach an all-time high
June home sales fell as mortgage rates stayed high; prices hit record, pressuring housing sector.
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
Meta upgrades AI coding model Muse Spark to compete with Anthropic and OpenAI.
JPMorgan Says Everything Is an AI Trade: ‘It’s How You Play It’
JPMorgan says AI is an 'everywhere' trade, with investors better distinguishing risks and rewards.
Mavik Seeks $1 Billion to Hunt Distressed Commercial Real Estate
Mavik Capital seeks $1B to buy distressed commercial real estate, signaling ongoing stress but also opportunistic capital.
Hormuz Ship Insurance Demand Drops as Owners Get Nervous
Ship insurance demand drops for Hormuz transits as US-Iran tensions escalate, raising oil supply disruption risk.
Repricing of 30-Year Treasury Yield Has Just Begun, PGIM’s Peters Says
30-year Treasury yield above 5% signals higher long-term rates, pressuring equities.
Merz’s Reforms for Germany Get Fitch Cheer But No Big Applause
Fitch views Germany's reforms as positive but insufficient to address economic challenges.