The US-Israel military campaign against Iran, which began on 28 February 2026, has become the defining macro event of early 2026. With traffic in the Strait of Hormuz greatly disrupted, oil prices spiking above $100/bbl and global equity markets selling off sharply, investors face a question that has defined every...
Read More...President Trump invoked Section 122 of the Trade Act of 1974 to roll out a tariff of 10% — which was later raised to 15% — to replace those that the court invalidated in its landmark ruling earlier in the month.
Read More...Equities started the year on a positive note with the MSCI ACWI posting gains of 2.9%, reflecting optimism over a broad improvement in corporate earnings.
Read More...For decades, memory chips were the tech world’s "digital salt", a low-cost, abundant commodity found in everything from laptops to refrigerators. By early 2026, a structural shift has occurred. What was once a budget line item has become the primary bottleneck of the AI world.
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