Key Takeaways Wells Fargo has significantly increased its exposure to Bitcoin, allocating over $126 million directly and $143 million via MicroStrategy stock. MicroStrategy’s approach to Bitcoin investment, often involving leverage...
Key Takeaways New US tariffs of up to 50% on Brazilian goods, effective August 2025, threaten to disrupt key exports including steel, aluminium, and ethanol. Brazil anticipates modest GDP impact—projected...
Key Takeaways The median age of US homebuyers reached a record 56 in 2024, with individuals over 70 now comprising 22% of purchases—surpassing those under 35. First-time buyers now average...
Key Takeaways: US Producer Price Index (PPI) surged 3.3% year-on-year and 0.9% month-on-month in July, sharply above consensus forecasts. Core PPI, excluding food and energy, rose 0.9% monthly and 3.7%...
Key Takeaways Current inflation trends and labour market data suggest little urgency for a 50 basis point rate cut by the Federal Reserve. Forecasts favour incremental 25 basis point cuts...
Key Takeaways Adyen reported a year-on-year quarterly volume growth of just 4%, reaching €334 billion—its slowest on record, raising structural and macroeconomic concerns. Loss of a major client and U.S.-imposed...
Key Takeaways July 2025’s US Producer Price Index (PPI) rose 0.9% month-over-month, significantly exceeding the expected 0.2%, and reaching 3.3% year-on-year. Core PPI also surged to 0.9% MoM and 3.7%...
Key Takeaways Companies with equity significantly exceeding debt—by a factor of 10 in some instances—demonstrate superior financial resilience and growth capacity. Debt-to-EBITDA ratios below 1 indicate strong earning power, enabling...
Key Takeaways The S&P 500 outperformed the average hedge fund in 11 of the past 15 years, raising doubts about the efficacy of high-fee active strategies. From 2010 to mid-2025,...
Key Takeaways Over 41% of CEOs in the Russell 3000 are aged 60 or older as of 2025, underscoring a leadership demographic heavily influenced by baby boomers. Extended executive tenures...
