US Economy Holds Steady at 2.1% Growth as Inflation Expectations Diverge
Alhambra Investments’ Monthly Macro Monitor shows US GDP growth tracking its two-decade average even as Treasury yields and inflation expectations send conflicting signals.
Alhambra Investments’ Monthly Macro Monitor shows US GDP growth tracking its two-decade average even as Treasury yields and inflation expectations send conflicting signals.
Large wallets are accumulating Bitcoin, Ethereum and XRP near their realized prices, according to CryptoQuant, a pattern the firm links to the final stage of a bear market.
Hyperscalers are projected to spend over $700 billion on AI infrastructure in 2026, fueling demand for high-bandwidth memory chips and putting SK Hynix in the spotlight over Micron and Sandisk.
Adobe trades at a 10.7x forward P/E while Arista Networks commands 47.8x — here’s what that valuation gap tells investors about AI infrastructure versus software stocks.
The Senate passed the Lindsey O. Graham Sanctioning Russia Act in an 86-11 vote, potentially letting Trump slap tariffs as high as 100% on top buyers of Russian oil and gas, including allies.
Key Takeaways Patria’s fee-earning AUM hit $48.9 billion, up 32% year-over-year Quarter-over-quarter growth came in at roughly 7% versus Q1
Key Takeaways Robert Kiyosaki has warned that the U.S. economy could be heading toward a scenario resembling the ‘Great Depression,’
Key Takeaways America’s bull market has reportedly entered a ‘manic phase,’ with options markets signaling euphoria rather than measured optimism,
Key Takeaways The Economist argues European stock markets look historically cheap relative to fundamentals. The broader eurozone economy continues to
Key Takeaways The Economist has posted an opening for a new finance writer on its finance and economics desk. The