Key Takeaways President Trump disclosed equity investments totalling approximately US$13–15 million in July 2025, with a strong focus on technology and artificial intelligence. Major positions include NVIDIA and Microsoft, reflecting...
Key Takeaways The PEG ratio enhances traditional valuation metrics by integrating growth expectations, offering a refined lens on tech valuations. Oracle, Microsoft, and ServiceNow exhibit elevated PEGs above 2x, suggesting...
Key Takeaways The Nasdaq-100 Index has historically delivered strong long-term growth, but with significant volatility and cyclical drawdowns. From 1999–2023, its average annual return of 9.8% outpaced the S&P 500’s...
Key Takeaways The Federal Reserve has abandoned its flexible average inflation targeting (FAIT) framework in favour of a more traditional 2% target without makeup provisions. This policy shift responds to...
Key Takeaways The US Federal Reserve is expected to initiate interest rate cuts in 2025, which may weaken the dollar and enhance profitability for certain financial sectors. Latin American neo-banks...
Key Takeaways Proposed National Guard deployment in Chicago raises potential economic and market implications, particularly across real estate, retail, and logistics sectors. Historical data suggests urban military interventions may temporarily...
Key Takeaways The Federal Reserve confronts conflicting economic signals in 2025: stubborn inflation risks and a softening labour market. Energy prices, geopolitical tensions, and tariffs are fuelling inflation concerns, with...
Key Takeaways Tariffs under President Trump’s administration in 2025 have expanded in function, stretching beyond trade balance to encompass national security and political strategy. High tariffs—up to 125% on Chinese...
Key Takeaways Federal Reserve Chair Jerome Powell’s remarks have hinted at potential rate cuts, with market expectations favouring a September 2025 move. Labour market data shows signs of weakness, with...
Key Takeaways NerdWallet reported Q1 2025 revenue of $209.2 million, a 29% year-over-year increase, reflecting strong platform engagement despite a high-rate climate. Lower interest rates forecasted for late 2025 may...
