Rolls-Royce Lines Up Euro Bond as NATO Defense Spending Hits $574B
Rolls-Royce is arranging a rare Euro bond to build cash reserves as NATO defense spending surges 20% to a record $574 billion — here’s what’s driving the capital raise.
Geopolitics & Markets
Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
Iran Ceasefire: Dow Jumps 1,000 Points as Oil Crashes 11%
Iran’s ceasefire and Strait of Hormuz reopening sent the Dow up 1,088 points and oil crashing 11% — one of Wall Street’s fastest recoveries in years.
Europe’s Defense Boom: The Stocks Benefiting from NATO Spending
NATO contingency planning for a potential U.S. withdrawal is accelerating European defense budgets. Here are the stocks and sectors rewriting portfolio returns in 2026.
US-China 145% Tariffs: The Capital Markets Shock
From frozen IPOs to widening credit spreads, the US-China 145% tariff war is reshaping capital markets in ways not seen since the financial crisis.
Pentagon’s Drone Spending Boom: Which Defense Stocks to Watch
The Iran war proved drones are decisive in modern combat. Pentagon contracts are accelerating — here are the defense stocks analysts are watching in 2026.
Polymarket’s Iran Bets Raise Prediction Market Reckoning
Newly created Polymarket accounts placed big ceasefire bets hours before Trump’s announcement. Are prediction markets becoming a haven for insider trading?