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
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
BHP’s China Standoff Exposes the Cost of Its Long-Term Strategy
BHP's latest quarterly update landed with an uncomfortable mix of short-term pain and long-term conviction. The world's largest miner confirmed…
Markets Digest Trump’s Tariff Threat as Europe and the ASX React
Global markets moved cautiously on Monday as investors have started to price US President Donald Trump’s threats of a 10%…
Trump to add additional US tariffs on European countries: What does it mean?
The US consulate building in Nuuk The US announces additional 10% tariffs on European allies amid Greenland dispute In a…
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