With rising recession risks, valuation concerns, and the potential for stagflation, Pimco is shifting toward safer assets like mortgages and short-term U.S. debt while eyeing global diversification.
Defense stocks rallied sharply on Friday amid heightened geopolitical tensions between India and Pakistan. HAL emerged as a key stock to watch, with analysts projecting a technical breakout if it breaches ₹4,580.
The May press conference by central bank governor Glapiński aligned with our baseline monetary scenario. It signals a pause in June and a transition to a cycle of rate cuts by 25 basis points.
MARA Holdings Inc. (NASDAQ:MARA) CEO Fred Thiel reiterated the company’s commitment to its Bitcoin holding strategy on Thursday, emphasizing the potential benefits for its stockholders.
In a bold move against the United States' tariff policy, the European Union (EU) is preparing to present its case at the World Trade Organization (WTO). The EU is also proposing countermeasures worth €95 billion ($107.4 billion).
For now, China is still doing fine on exports and US shelves are not empty, yet. A partial rollback of tariffs on China from 145 percent to 125 percent or even 75 percent will not do that much good.
