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How to understand the current puzzle in bonds and equities
September 1, 2026
This post was originally published on this site.Like every bubble, the important point is how the AI boom is being financed
Global bond sell-off deepens amid inflation fears
September 1, 2026
This post was originally published on this site.UK borrowing costs rise to highest since 2008 while Japan yields hit levels not seen since 1990s
More pain in private credit as JPMorgan reportedly tightening lending while a $33 bln fund sees heavy redemptions
March 11, 2026
The troubled private-credit industry was under further pressure after a report that JPMorgan Chase was tightening its lending criteria while a $33 billion fund was
Ozempic maker Novo Nordisk gets another downgrade. The end’s in sight for its duopoly status, says TD Cowen.
March 10, 2026
Novo Nordisk on Tuesday received a broker downgrade, with the analysts arguing that its status as a duopoly in both diabetes and weight loss are
Hims & Hers stock rockets on reported end to Novo Nordisk weight-loss drug dispute
March 9, 2026
Hims & Hers shares jumped nearly 50% in premarket trade on Monday after a report it has ended a dispute with Novo Nordisk by striking
The guards rise again: the force still shaping Iran
March 8, 2026
Should the regime survive, hardliners believe the IRGC’s influence will be ever greater
The bombing of Tehran — in maps and satellite images
March 7, 2026
Israeli and US strikes have targeted regime infrastructure and also struck civilian sites. Here are some of the key buildings hit
Qatar warns war will force Gulf to stop energy exports within weeks
March 6, 2026
Gas producer says it will take ‘weeks to months’ to restore deliveries after Iranian drone strike
Nvidia stops production of chips intended for Chinese market
March 5, 2026
US group moves production away from H200s to latest Vera Rubin products