Global Market Insights
Stay up to date on the latest global news and understand how it drives markets and can impact your investments
The gravity of the SpaceX IPO
The most anticipated IPO in history lands next week at an expected $1.75 trillion price tag. Part launch business, part Starlink, and increasingly an AI bet — could the SpaceX IPO be carrying a valuation that has no room for error?
Japan was the world's source of cheap money for decades. Now its bond yields are at a generational high, a shift with potential implications that extend well beyond Tokyo.
30-year yields at 2007 highs. SpaceX filing at a $2 trillion valuation. SaaS stocks getting torched while their income statements paint a different story. We recap a noisy week, dig into the Q1 numbers behind the headlines, and lay out how to tell an AI value trap from a genuine opportunity.
Many analysts thought gold's rally could see it hit $6,000/oz soon, but gold had other plans. But could the pullback be opportunity? We examine today's economy backdrop to see if gold still has what it takes to hit a new record this year.
Both robotic engineering and AI have advanced exponentially in recent years. Are they ready to combine and scale commercially?
We’re starting to see the second-order impact of Strait of Hormuz’s extended closure on other industries and in Q1 2026 reports - and it’s far more than just fuel and gas.
Alibaba, Baidu, Xiaomi and BYD became global names thanks to China’s support. The next 5-year plan has now been revealed and will show where growth may be concentrated next.
The Metaverse, NFTs, and Web3 all burst into the spotlight in 2021 and then faded away just as quickly. Welcome to part 3 of the three-part “What’s happening with…” series.
In 2021, cybersecurity and cloud stocks could do no wrong. Today, they’re operating in a very different environment where stock selection is more important than ever.
Part 1 of 3 in our “What’s happening with…” series, where we look back on the investment themes that were all the rage just a few years ago and see how they're doing now.
Most IPOs lag the market. A few deliver outsized returns. Here are this year’s most anticipated listings and the traits that have historically separated the winners from the rest.
It’s now been three weeks since the U.S. and Israel launched air strikes against Iran, plunging the Persian Gulf into war. We aren’t going to pretend we know what happens next. But we can map out a few scenarios, and the potential impact on the global economy and markets.
From Europe to Asia, global markets surged in 2025 while U.S. earnings growth became more concentrated. Early signs suggest this might continue.