Trump's relationship with cryptocurrency is undergoing a strategic shift. Through his family-backed project, World Free Finance (WLFI), his team is pushing for the regulation of cryptocurrencies and the legalization of stablecoins, highlighting the growing importance of digital assets in high-level strategy. Against this backdrop, the market is shifting towards mature assets with clearly defined use [...]
A close reading of the Fed minutes reveals deeper divisions than Chair Powell acknowledged, pointing to labor-market risk, persistent dissension, and the case for earlier rate cuts.
The Bank of Japan aims to move its real rate closer to zero, but the timing and scale of future adjustments will depend on economic conditions. The market appears dissatisfied with the lack of clarity.
This week’s Large-Cap Screen continues to surface a familiar theme: extreme value is clustering in cash-generative Financials and cyclically exposed Industrials and Materials, while Energy takes a relative pause at the very top of the rankings.
