Donald Trump's re-emergence in the political arena brings with it a clear, yet contentious, economic blueprint: sweeping universal tariffs on imports and further significant tax cuts. These proposals are poised to collide with an American economy currently characterized by slowing job growth, persistent inflationary pressures, and a Federal Reserve that
The global bond market is braced for continued turbulence in 2025, presenting a complex landscape for investors seeking stability and returns. A confluence of persistent inflation, central bank policy uncertainty, robust yet uneven economic resilience, and a fraught geopolitical environment is creating an unpredictable fixed income arena. This volatility necessitates
The global credit landscape for 2025 is poised at a precarious balance, characterized by a generally stable outlook underpinned by economic resilience, yet shadowed by significant and escalating risks. Reports from leading credit rating agencies, Fitch Ratings and S&P Global Ratings, paint a picture of cautious optimism tempered by
The United States economy is currently navigating a period of profound uncertainty as a barrage of unexpectedly weak jobs data has sent ripples through financial markets, drastically altering expectations for Federal Reserve monetary policy. This significant shift, characterized by a cooling labor market and a notable decline in the benchmark
The ongoing conflict between Israel and Hamas has unleashed a devastating economic storm across the Middle East, inflicting severe damage on the economies of Israel and Palestine, while sending perilous ripple effects through neighboring nations. Both Israel and the Palestinian territories have experienced significant GDP contractions and widespread job losses,
According to the Labor Department’s report, the revised estimates of nonfarm payroll additions between April 2024 and March 2025 reflected a decrease of 911,000 jobs during the period.
With the Federal Reserve set to cut interest rates during September 2025, there are certain companies that will see the most benefit in their balance sheets.
TransDigm's focus on the high-margin aerospace aftermarket, combined with its acquisition strategy, creates a powerful, wide-moat investment opportunity.
Boeing (BA) and RAAF successfully prove MQ-28 operational effectiveness in autonomous flight trials. Program advances Australia's autonomous airpower development.
Elon Musk's xAI has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI start-ups. We also cover the government's interest in taking equity stakes in defense companies and Fox's weak hand as it looks for higher cable fees.
The U.S. stock market is navigating a turbulent start to September 2025, with major indexes experiencing notable declines after a strong August rally. This early-month pullback is being attributed to a confluence of factors, including rising bond yields, persistent inflation concerns, escalating geopolitical tensions, and the historically recognized "September
After years of unprecedented dominance by a handful of U.S. mega-cap technology companies, the financial markets are undergoing a significant and long-awaited rebalancing. Investors are increasingly shifting capital away from these tech giants towards a broader universe of U.S. small-cap stocks and economically sensitive, cyclical, and value-oriented investments.
Air Lease (AL) to be acquired by Irish holding company backed by Sumitomo, SMBC, Apollo, and Brookfield for $7.4B. Shareholders to receive $65 per share in cash.
