The 30-year Treasury hovers near 5% as foreign buyers pull back, Iran’s Strait of Hormuz crisis adds volatility, and the term premium makes a structural comeback. Here’s what it means for every borrower.
Google commits up to $40 billion to Anthropic in the largest private AI investment ever, just four days after Amazon’s $5 billion new tranche brought its total stake to $13B.
What the U.S. Treasury yield curve is, how to read it, what inversion means, and why every recession since 1955 was preceded by one.
Private credit has crossed $2 trillion in global AUM, displacing banks and reshaping how companies borrow. Here’s what’s driving the boom and the risks investors should watch.
Meta is eliminating 10% of its workforce in May 2026 — its largest cuts since 2023 — as Big Tech redirects billions from salaries to AI infrastructure. Here’s what it means for capital markets.
Avis Budget (CAR) cratered 48% in a single session as a speculative short squeeze unwound against the backdrop of negative earnings and a $1B cash burn.
FCX stock fell 12.5% despite plans to nearly double Grasberg copper output by 2027. What the expansion signals about AI’s most critical — and overlooked — commodity.
BNP Paribas projects AI could lift U.S. GDP by more than 10% by 2034. Here’s what that forecast means for investors, interest rates, and capital markets right now.
CBP has launched a $166B tariff refund portal for disputed duties. Here’s what American importers, logistics giants, and investors need to know.
Strategy holds 815,061 BTC, edging past BlackRock’s IBIT with a record $2.54B purchase — a milestone in institutional Bitcoin adoption.