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Market, earnings and macro participation are widening at the same time.
Flash note
How the most celebrated fund in artificial intelligence sold its entire listed book to a competitor, and what the wreckage says about the rest of us.
AI investment is now the consensus explanation for a resilient 2026 US economy, and the scale remains striking.
Flash note following the FOMC meeting 29 July 2026
Andy Burnham was invited by King Charles III to form a government on Monday, July 20, becoming Britain's 59th Prime Minister...
June brings relief, while Warsh testifies to be tough on inflation
Keir Starmer has announced that he will step down as the UK Prime Minister and leader of the Labour Party. He will remain at Downing Street as caretaker PM until a successor is chosen, ensuring continuity of government.
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