Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
As of December 31, 2025, data for 11 of the 24 components of the Business Conditions Monthly have not yet…
Investors are bailing on Intel (NASDAQ: INTC) this morning after the semiconductor giant posted market-beating Q4 earnings but disappointed on…
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Investors are bailing on Intel (NASDAQ: INTC) this morning after the semiconductor giant posted market-beating Q4 earnings but disappointed on…
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US consumer sentiment improved modestly in January, showing gains across demographic groups even as Americans remained uneasy about high prices,…
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Europe is bracing for a sharper, more transactional political economy. The UK is signalling an “economic reset” with China, as…
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Tonight’s digest captures markets and geopolitics colliding in real time. In Abu Dhabi, Zelenskyy’s trilateral talks with Russia and the…
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Microsoft stock (NASDAQ: MSFT) jumped about 4% today, putting the tech heavyweight back in the spotlight as investors reassess both…
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The World Economic Forum’s 56th annual meeting concluded Friday evening in Davos with a sobering realization that the international order…
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The Walt Disney Company remains on track to appoint a new chief executive early this year, as the entertainment giant…
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After days dominated by geopolitical tensions tied to US President Donald Trump’s Greenland ambitions and renewed tariff threats toward European…
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Gold is knocking on the $5,000-per-ounce door after a historic 66% rally in 2025, driven by geopolitical shocks, a weakening…
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