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
SpaceX, OpenAI and Anthropic Could Define the Next IPO Cycle, and Test the Limits of the AI Boom
The next great IPO wave The next IPO cycle is shaping as something bigger than a typical listing window, with…
Inflation fears are rising fast, but the bond market is not buying the panic
On one side, households are bracing for another cost-of-living hit. Oil prices have surged, the Iran war has pushed energy…
ASX Ceasefire Rally: Why the Market’s Relief Trade Still Looks Fragile
The ASX ceasefire rally is the kind of move investors want to believe in, but probably should not trust too…
Woodside Energy (WDS: ASX): Equity Research Analysis
Executive Summary Woodside Energy's Position The latest case for Woodside Energy comes down to timing. Woodside is moving through an…
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