Global Markets
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Markets Steady as Rotation Continues: Tech Woes Offset Defense
Global markets were mixed overnight, as weakness in technology stocks was offset by resilience in defensives and renewed strength across…
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
Project Vault and Australia’s Critical Minerals: Why US Capital is Reshaping the Sector
The US push to secure supply chains for critical minerals has taken a sharp turn from rhetoric to capital. President…
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
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