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.
capital markets
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.
Wall Street Trading Desks Eye $40 Billion Quarter Amid Market Chaos
Wall Street’s top trading desks are on pace for one of their best quarters in years as geopolitical turmoil, tariff uncertainty, and market volatility fuel record activity across equities, bonds, and commodities.
TSMC Q1 2026 Earnings: Reading the AI Chip Demand Signal
TSMC reports Q1 2026 results on April 16. Revenue trends, CoWoS capacity, and HPC guidance will reveal the true health of AI infrastructure spending.
Wage Growth Divide Hits Decade High: Capital Markets Take Note
Wage growth inequality is at its widest since 2015. Here’s what the widening divide means for consumer credit, retail, and capital markets.
March CPI Cools More Than Expected, Reigniting Rate Cut Bets
March 2026 CPI data came in below forecasts, sending bond yields lower and reviving expectations for Fed rate cuts later this year.
Kevin Warsh’s Fed Chair Bid Stalls — Markets Take Notice
Kevin Warsh’s expected Fed Chair confirmation hearing has been delayed. Here’s what the nomination snag means for bonds, the dollar, and equities.
China’s Factory Deflation Ends: What It Means for Bond Markets
China’s factory prices turned positive for the first time in 3 years, driven by surging oil. Here’s what that global shift means for bonds and Fed policy.