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.
capital markets
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.
Meta Overtakes Google in Digital Ads: What It Means for Markets
For the first time ever, Meta is on track to surpass Google in global digital ad revenue. Here’s what the historic shift means for stocks and capital markets.
April CPI Surges 3.3%: What It Means for Rates and Stocks
April CPI rose 3.3% year-over-year with a 0.9% monthly spike—biggest jump since 2022. What it means for the Fed, bonds, and equities.
Goldman Sachs Q1 2026: Record Trading and M&A Surge Fuel Profit
Goldman Sachs Q1 2026 earnings hit $17.2B in revenue and $5.4B in profit, powered by a record equity trading desk and surging M&A dealmaking activity.
FICO’s 58% Plunge: Is the Credit Scoring Monopoly Cracking?
FICO stock has lost 58% from its peak. Fraud investigations, VantageScore competition, and regulatory shifts are reshaping America’s credit scoring landscape.
Oil at $100, Credit Markets on Watch: What Corporate Bonds Reveal
WTI crude surged above $100 after Iran ceasefire talks collapsed. Here is what corporate bond spreads reveal that equity markets may be missing.
Why AI Data Centers Are Fueling the Nuclear Energy Revival
AI’s voracious electricity appetite is breathing new life into nuclear power. Here’s how data centers are reshaping the nuclear investment landscape in 2026.