China’s economy grew 5% in Q1 2026, beating 4.8% forecasts as Western markets face Iran-driven energy shocks and record-low consumer confidence. Here’s what it means for global capital markets.
The US launches a tariff refund portal on April 20, returning $127B to American importers — and reshaping trade finance in 2026.
Major oil companies are positioned to earn an extra $234 billion in profits as WTI crude hovers near $92. Here’s what the Iran war means for energy sector investors.
Over half of U.S. homeowners hold COVID-era mortgages at sub-4% rates. How this lock-in is reshaping housing supply, MBS markets, and Fed policy in 2026.
Jerome Powell’s term ends May 15, 2026. With 30 days left, capital markets are weighing what comes next for interest rates, bonds, and the dollar.
Foreign holdings of US Treasuries are declining as trade tensions escalate. Here’s what’s driving the selloff and what it means for yields, the dollar, and American borrowers.
Charles Schwab, BNY Mellon, U.S. Bancorp, and Citizens Financial report Q1 2026 results Thursday. Here’s what analysts are watching and why it matters.
Uber commits $10B to autonomous vehicles in a major strategy pivot. Here’s what the capital allocation shift means for investors, the AV race, and the broader market.
Pernod Ricard is in talks to acquire Brown-Forman while Sazerac bids as a rival. The M&A case, deal obstacles, and what it means for capital markets.
ASML posted €8.8B in Q1 2026 revenue and lifted its full-year outlook to €40B as AI-driven chip demand outpaces global semiconductor supply.