Pricing Mars
Global markets continue behaving as if nothing can stop the AI and IPO frenzy. While oil prices remain volatile, global yields surge, economic activity slows …
May 22, 2026
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Mind the gap
Nvidia once again crushed expectations, but this time its announcement gave a bigger boost to the broader AI ecosystem than to its own stock. Investors …
May 21, 2026
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Nvidia day!
Geopolitical uncertainties persist, energy prices remain elevated, and global yields continue to rise. Market focus has gradually shifted from strong Big Tech earnings to mounting …
May 20, 2026
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Building carry risk
Japan’s rising bond yields are becoming an increasing risk for global markets. As the Bank of Japan slowly exits decades of ultra-loose policy, higher domestic …
May 19, 2026
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A correction is inevitable
Global yields are soaring as rising inflation due to higher oil prices force investors to rethink the outlook for central bank policy. In the US, …
May 18, 2026
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How long can AI ignore yields?
The S&P 500 and Nasdaq hit fresh record highs this week as investors rushed deeper into the AI trade, brushing aside a sharp rise in …
May 15, 2026
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