Dollar Smile: Global Growth Scenarios
Welcome to Thoughts on the Market. I’m Andrew Watrous, G10 FX Strategist at Morgan Stanley. Today – a…
U.S. Corporate Earnings Soar in 2025, Defying Economic Headwinds
U.S. corporations have delivered a remarkably strong performance across the first three quarters of 2025, consistently surpassing Wall…
Global electric vehicle market monitor for light-duty vehicles in key markets, 2025 H1
This global market monitor analyzes the development of the electric vehicle (EV) market for light-duty vehicles (LDVs). It…
Your Monthly U.S. Cash Equities Volume Briefing
August Highlights Cboe BYX® Equities Exchange (BYX) Periodic Auctions continued its momentum in August after a strong 107%…
The Rate-Cutting Playbook: Fixed Income in Focus
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any…
Two AI tokens with potential to rally as Bitcoin leans into September rate cut
Bitcoin regains bullish momentum, briefly breaks above $113,000 and retreats.Bittensor targets a 16% wedge pattern breakout to $375…
Why I’m not losing sleep as the U.S. stock market underperforms the rest of the world 🌎
After years of outperforming the rest of the world, the U.S. stock market has been underperforming in 2025.…
Buffett’s Berkshire Hathaway, Walmart among the companies with the most to gain from deploying AI
(This is an actual research report from Trivector’s Adam Parker, reprinted for CNBC Pro subscribers with permission. Click…
Momentum stocks reverse, weighing on US markets
Nvidia, AMD tumble as Broadcom reportedly secures OpenAI as a major new customer For the stock market, AI…
US jobs market weakens further in August
Getty Images The US jobs market weakened further in August, raising new fears about the health of the…
RNA Therapeutics Market Size to Reach USD 26.13 Billion by 2034
According to Nova One Advisor, the global RNA therapeutics market size is expected to be worth around 26.13…
When AI’s ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says
Goldman Sachs warns a major slowdown in AI investment by big tech could cut the S&P 500’s valuation…