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.
capital markets
Big Pharma’s Tariff Reckoning: Drug Stocks Brace for 100% Duties
The Trump administration’s 100% pharmaceutical tariff threat is testing drug stock valuations, global supply chains, and corporate bond markets.
Is OpenAI Worth $852 Billion? Investors Push Back
OpenAI’s private market valuation has ballooned to $852 billion, but some of its own backers are questioning the math as the company shifts strategic focus.
CATL’s $5B Hong Kong Offering: A Capital Markets Signal
CATL, the world’s largest EV battery maker, is eyeing a $5B Hong Kong share sale. Here’s what the deal signals for global capital markets and Chinese company listings.
United-American Airlines Merger: What It Means for Markets
United Airlines CEO Scott Kirby raised a potential merger with American Airlines during a Trump White House meeting, reviving the biggest airline M&A question in a decade.
Blackstone Surges 6%: What Private Equity’s Rally Signals
Blackstone surged 6% on April 13 as private equity benefits from M&A revival, real asset demand, and surging institutional inflows to alternatives.
Why BlackRock Just Turned Bullish on U.S. Equities Again
BlackRock’s Investment Institute moved back to overweight U.S. stocks. Here’s the thesis behind the world’s largest asset manager’s bullish reversal.
Crypto ETF Inflows Hit $1.1B: The Institutional Signal
Fresh inflows of $1.1 billion into crypto ETFs signal growing institutional commitment to digital assets, even as Bitcoin trades near $71,000.
Revolution Medicines Soars 39% on Pancreatic Cancer Breakthrough
Revolution Medicines’ daraxonrasib nearly doubled survival in a Phase 3 pancreatic cancer trial, sending shares up 39% and reigniting biotech M&A speculation.
The Tariff Revenue Slump: A Warning Signal for Bond Markets
US tariff revenue fell 30% since October to $22 billion in March. Here’s what the shortfall means for the deficit, Treasury supply, and bond yields.