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Investors rotate within mega-cap tech, rewarding clear revenue paths while punishing infrastructure-heavy laggards.
Institutional demand surges following Senate's digital assets bill passage, with BlackRock leading inflow charts.
The 2s10s spread widens as long-end yields climb, signalling a potential regime shift in fixed income.
Officials signal caution after inflation refuses to cooperate, upending Wall Street's 2026 easing timeline.
The proposed tie-up would be the largest chip M&A transaction in three years, drawing antitrust scrutiny.
Sluggish IPO markets leave major PE firms wrestling with how to return capital to limited partners.
CagriSema demonstrated cardiovascular benefits exceeding Wegovy in a 17,000-patient trial, reshaping the cardiometabolic drug landscape and sending Novo shares up 12% in pre-market trading.
Data centres, chip fabs, and energy infrastructure are concentrating capital in ways not seen since the postwar industrial boom — with profound implications for sovereign wealth, pension funds, and national competitiveness.
Rising correlations between stocks and bonds during inflationary periods have forced institutional allocators to rethink the fundamental building blocks of portfolio construction. Real assets and alternatives are filling the void.
U.S. lawmakers are legally required to disclose stock trades within 45 days under the STOCK Act. Click any trade or politician name to see their full trading history and estimated portfolio. Browse all politicians →
"The era of cheap money created a generation of investors who have never experienced a true bear market in bonds. That education is now underway — and it won't be pleasant."
"GLP-1 drugs are not a lifestyle choice — they are the most significant pharmacological advance since statins. The market has barely priced in the downstream effects on insurance, food, and healthcare real estate."
"We keep tracking what politicians say about markets. We should be tracking what they do in markets. Those are very different datasets — and one of them actually moves prices."