US GDP Growth May Hit Above 3% by 2026: Investor...
Key Takeaways Institutional forecasts from bodies such as the OECD and the World Bank project that US GDP growth will slow to a subdued 1.5% to 1.6% range in 2026....
Macro Watch
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US Importers Absorb Tariff Costs Impacting Margins, Not Exporters, Says...
Key Takeaways Economic data from 2025 confirms that United States importers absorb the vast majority of costs from tariffs, directly challenging the notion that these expenses are borne by foreign...
Trump Eyes Higher Global Tariffs at 15-20%: Inflation, GDP Impact...
Key Takeaways A proposed global baseline tariff of 15% to 20% on US imports could add between 0.8% and 1.5% to core inflation over the next year, according to economic...
Ethereum Outperforms Bitcoin: $ETH Up 1085% vs. $BTC’s 965% Over...
Key Takeaways Over the past five years, Ethereum’s compound annual growth rate of approximately 72% has significantly outpaced Bitcoin’s, which stood between 40% and 45%. Despite performance divergence, the price...
AI Boom Surpasses Dotcom Era; Bot Activity Questions Valuations in...
Key Takeaways The current AI boom’s market capitalisation and valuation multiples, such as the top 10 S&P 500 forward P/E ratio of 28x, now exceed the peaks seen during the...
Age Bias Costs $50 Billion Annually, Impacting US Workforce Productivity
Key Takeaways Age discrimination remains a significant issue for workers aged 40 and over, often manifesting as reduced access to promotions and high-value assignments rather than overt dismissal. Data from...
Google Surges with 9M Gemini Developers in 2025, Outpacing OpenAI’s...
Key Takeaways Alphabet’s developer ecosystem has expanded significantly, with nine million developers engaging with its Gemini API by the second quarter of 2025, a fivefold increase from late 2024. Despite...
Lithium Small Caps $LITM, $WWR Spike as Tesla-Samsung Deal Fuels...
Key Takeaways Investor interest in small-cap lithium stocks is reviving, driven by strategic supply chain partnerships in the expanding electric vehicle market. Lithium prices have stabilised after a significant correction...
AMD $AMD Surges 125% Since April Lows: Strong AI Demand...
Key Takeaways Advanced Micro Devices has experienced a significant stock price recovery in 2025, surging over 85% from its April low to late July, outpacing key competitors like Nvidia and...
Oppenheimer’s S&P 500 Forecast Soars to 7,100 as Bullish Outlook...
Key Takeaways The S&P 500 index has demonstrated sustained growth into the second half of 2025, achieving record highs underpinned by robust corporate earnings. Institutional forecasts are broadly optimistic, with...
