At his first meeting at the helm of the Fed, Warsh pledged to restore price stability. It was a hawkish debut, aimed at dispelling doubts...

The non-farm payroll report has raised fears that the Fed can no longer cite labor market weakness as an excuse for not raising rates,...

Global bonds are experiencing a sharp adjustment driven by the inflationary ramifications of the conflict in Iran, as well as idiosyncratic factor.

In the current earnings season, earnings growth is tracking strongly above consensus expectations, particularly in the United States, where...

The semiconductor ecosystem, particularly high-performance memory, remains the most attractive area for capital as structural supply...

The recent pullback in stock markets, combined with the steady improvement in EPS   forecasts, has brought stock valuations close to...

Private credit as an asset class has grown to approximately $3 trillion, diven by post-Global Financial Crisis bank retrenchment adn strong investor demand for yield. Direct lending represents roughly half of the market.

The closure of the Strait of Hormuz due to the war in Iran caused the largest  disruption ever in oil supplies, triggering a surge in prices and leaving net oil- importing countries (particularly in Asia) vulnerable to the supply shock.