Explore why the current U.S. stock-market AI boom may face a harsh reversal, the risks for investors, and strategies to navigate potential corrections in high-flying AI stocks.
Japan's 20-year bond yield is back at 1999 highs. Learn what's driving the jump, how it affects JGBs, the yen and portfolios, and where investors go from here.
Analyze the October 2025 FOMC minutes: Fed’s 25 bps rate cut, QT exit, inflation at 2.8%, a cooling labor market, and financial risks shaping December policy and market implications.
A resurgent dollar boosts carry trades but pressures Hong Kong stocks, while AI-driven gains, China's slowdown, and fragile US-China ties shape market risks.
Global PMIs still signal growth, not recession. But momentum is uneven. Here's what this week's PMI data could mean for FX, stocks, and risk sentiment.