Macro Scene
AI demand drives sharp rise in Asian exports
Asian economies recorded strong export growth in recent months, led by South Korea, as demand for semiconductors and other technology products continued to expand...
Fund managers increase bets on technology stocks, BofA survey finds
Global fund managers have increased their exposure to technology stocks, with positioning reaching its highest level in more than six years, according to a...
US inflation remains above 2% as purchasing power continues to erode
US consumer inflation remains a concern for households as rising prices continue to reduce the purchasing power of the dollar.
A claim circulating online says...
US deficit forecast to widen as major economies face mounting fiscal...
The United States is projected to record a widening budget deficit in 2027, while Germany, France and Japan are also expected to face increased...
S&P 500 equity risk premium set for third consecutive negative year
The gap between the S&P 500’s earnings yield and the yield on 10-year US Treasury notes has fallen to its lowest level since 2009,...
SpaceX could challenge established telecom and internet providers
SpaceX could increase competitive pressure on established telecommunications and internet providers as satellite connectivity develops, raising questions about how traditional operators will respond to...
