market-analysis News

Global Markets on Edge as Bank of Japan Eyes Historic Rate Hike
Market Analysis
1mo ago

Global Markets on Edge as Bank of Japan Eyes Historic Rate Hike

Robust wage growth fuels bets on a December policy shift, threatening to unwind the decade-long yen carry trade and inject volatility into US equities.

Blackstone's $100B Real Estate Fund: Too Big to Sell?
Market Analysis
1mo ago

Blackstone's $100B Real Estate Fund: Too Big to Sell?

The success of Blackstone's giant BREIT fund has created a new challenge: engineering a profitable exit for an entity that may be too large for a traditional sale.

China's Economic Malaise Casts a Shadow Over US Corporate Outlook
Market Analysis
1mo ago

China's Economic Malaise Casts a Shadow Over US Corporate Outlook

Falling trade volumes and a record slump in US investment highlight the growing headwinds for American companies reliant on the world's second-largest economy.

Nasdaq-100 Rebalancing: eBay, Zoom, and Lucid Exit Index
Market Analysis
1mo ago

Nasdaq-100 Rebalancing: eBay, Zoom, and Lucid Exit Index

Annual reconstitution removes six companies, including former growth darlings, triggering forced selling from tracker funds as DoorDash and MongoDB join.

US Regulator Opens Banking Gates for Major Crypto Firms
Market Analysis
1mo ago

US Regulator Opens Banking Gates for Major Crypto Firms

Landmark OCC approvals for companies including Fidelity, Ripple, and Paxos grant national trust-bank charters, paving the way for wider institutional adoption of digital assets.

Goldman Sachs Sees Market Broadening as Tech's Earnings Dominance Wanes
Market Analysis
1mo ago

Goldman Sachs Sees Market Broadening as Tech's Earnings Dominance Wanes

The "S&P 493" is forecast to contribute over half of index earnings growth in 2026, signaling a potential shift away from mega-cap concentration.

China's Property Crisis Deepens as Vanke Teeters, Rattling Global Markets
Market Analysis
1mo ago

China's Property Crisis Deepens as Vanke Teeters, Rattling Global Markets

The once-stable developer, considered a barometer for the sector, is reportedly losing crucial state financial support, sparking fears of wider contagion.

SEC Greenlights DTCC's Landmark Plan to Tokenize Stocks on Blockchain
Market Analysis
1mo ago

SEC Greenlights DTCC's Landmark Plan to Tokenize Stocks on Blockchain

The move allows the central securities depository to custody and settle stocks as digital assets, a pivotal step in modernizing U.S. capital markets infrastructure.