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European Futures Track Asia Higher on Iran Deal Optimism
Japan's Nikkei 225 surged to a record high above 65,000 as hopes for an Iran deal push crude prices lower. European futures follow Asia's lead.
AI Investing in 2026: What's Real, What's Hype, and Where the Value Sits
AI has moved from speculative theme to capital allocation question. This guide breaks down how to think about AI investing without getting swept up in the narrative…
AI Agents Migrate From Tech Giants to Main Street — A Macro View
AI adoption among small businesses surged past enterprise rates in 2026, compressing a cycle that historically took decades. What was once a Fortune 500 luxury is now table stakes…
Taiwan Strait Blockade: A $10 Trillion Shock the Market Isn't Pricing
A Chinese blockade of Taiwan would hit US GDP by more than 3% and trigger global losses exceeding $10 trillion in the first year, according to recent economic modeling…
Week Ahead: Core PCE, Earnings Gauntlet, and the Rate-Cut Mirage
Wall Street enters a holiday-shortened week with a 3.3% core PCE consensus, tech earnings, and lingering tariff-driven inflation keeping the Fed on hold. The soft-landing trade is fragile…