Japan’s new Prime Minister, Sanae Takaichi, wasted no time unveiling a massive ¥...

What You Should KnowIn last year's outlook, we first introduced the "AI Thr...

Recent macro developments reveal a world where headline data often obscures dee...

Executive Summary: It has all the drama of “Game of Thrones”: The Magnificent-7... Read All

“The biggest problem we face right now is not a shortage of compute, but a shor...

The Fed delivered an expected quarter-point rate cut and announced purchases of...

What You Should KnowBitcoin has had a defining year in 2025. After surging past... Read All

Executive Summary: The coming new year looks like another good one for stock inv... Read All

The Fed will hold its policy meeting this week, but visibility is unusually lim...

Executive Summary: On paper, the American consumer looks flush: Unemployment is... Read All