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Strategic Insights
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U.S. Budget Deficit Swells in December as Tariff Boost Shows Signs of Peaking
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Gold Pares Losses Near Records as Rate Bets Stabilise, Silver Volatility Signals Crowded Trades
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Trump’s Credit Card Rate Cap Proposal Tests Resilience of $70bn ABS Market
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Fed Sees Fragile Inflation Balance as Rate Cuts Pause Enters Focus
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U.S. Earnings Loom as Investors Bet on Life Beyond Big Tech
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Musk Says Retirement Savings ‘Won’t Matter’ as AI Promises Abundance – Investors Aren’t Convinced
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U.S. New-Home Sales Hold Steady as Price Cuts Mask Strain From High Mortgage Rates
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Early 2026 Layoffs Accelerate as Companies Recast Cost Cuts Through AI Lens
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