Europe bulletin: Starmer courts China, ASML surges on AI, Germany’s growth stalls

Europe’s fault lines are widening as leaders, markets, and central banks grapple with a more hostile global order. From Keir Starmer’s delicate China outreach under Washington’s glare to Germany’s faltering growth despite massive spending promises, the continent’s economic engine is sputtering. Corporate bright spots like ASML’s AI-fueled boom contrast sharply with policy anxiety, as a… Continue reading Europe bulletin: Starmer courts China, ASML surges on AI, Germany’s growth stalls

Looking for 50% plus return in 2026? Buy these 2 European stocks today

European stocks are finally showing signs of life, with analysts at UBS highlighting a stronger and more reliable earnings backdrop than investors have seen in years. With valuations still trading at a discount compared to US peers, the stage is set for select European names to deliver outsized returns. To UBS experts, two stand out… Continue reading Looking for 50% plus return in 2026? Buy these 2 European stocks today

Bitcoin faces Fed test as analysts warn of possible dip below $80,000

Bitcoin is stuck in a tight band ahead of this week’s Federal Reserve decision, with several analysts flagging a potential Wyckoff “spring” that could push prices below $80,000 before momentum rebuilds. Flows and positioning remain skewed by US institutions, while safe-haven assets surge and macro uncertainty rises. Bitcoin holds range as event risk builds Bitcoin… Continue reading Bitcoin faces Fed test as analysts warn of possible dip below $80,000

Medicare shock: health insurers could cut benefits for 35M seniors in 2027- here’s why

The Trump administration delivered a stunning blow to health insurers, proposing a near-flat 0.09% payment increase for Medicare Advantage plans next year, far below Wall Street’s expectations of 4 to 6%. The decision triggered an immediate stock market rout: Humana plunged 13 to 20%, UnitedHealth and CVS each fell roughly 10 to 19%, erasing approximately… Continue reading Medicare shock: health insurers could cut benefits for 35M seniors in 2027- here’s why

Micron stock surges over 6% today after expansion plan reinforces bullish outlook

Micron stock (NASDAQ: MU) climbed over 6% on Tuesday, after the memory chipmaker broke ground on a roughly $24 billion advanced wafer fabrication facility in Singapore. The move signals confidence that supply constraints will persist through the decade. The expansion addresses acute global memory shortages driven by surging demand for artificial intelligence. Tuesday’s rally reflects… Continue reading Micron stock surges over 6% today after expansion plan reinforces bullish outlook

Russian wheat exports set for record year; SovEcon lifts 2025-26 outlook

SovEcon, a prominent agricultural consultancy, has substantially increased its forecast for Russian wheat exports for the 2025-26 marketing season.  The projection has been raised by a significant 1.1 million metric tons (mmt), bringing the total expected exports to 45.7 mmt. This revised figure represents a notable acceleration in Russia’s position as a major global wheat… Continue reading Russian wheat exports set for record year; SovEcon lifts 2025-26 outlook

Russell 2000 rally: sustainable or ‘January effect’ only?

Investors have been loading up on small-cap stocks as they take a breather from the larger, possibly overvalued artificial intelligence (AI) names in recent weeks. This shift in sentiment that experts have dubbed the “Great Rotation” has pushed the Russell 2000, a benchmark index that represents the US small-cap stocks, up some 8% since the… Continue reading Russell 2000 rally: sustainable or ‘January effect’ only?

Upstream oil & gas M&A likely to cool in 2026 despite $152B in opportunities

The global upstream oil and gas merger-and-acquisition (M&A) market is set to cool in 2026, with activity expected to dip below 2025 levels despite nearly $152 billion in available opportunities as of January, according to a Rystad Energy analysis. “Rystad Energy expects North America to remain the clear anchor for upstream M&A activity in 2026,… Continue reading Upstream oil & gas M&A likely to cool in 2026 despite $152B in opportunities

After the BitGo IPO, Ledger hires Goldman Sachs to go public

The closely-watched BitGo IPO concluded on Thursday, with the stock rising by 2% and its market capitalization moving to over $2.1 billion. Now, Ledger has hired banks as it explores going public in New York. Ledger hires banks to go public  Ledger, a French company that sells devices that help clients to store their cryptocurrencies,… Continue reading After the BitGo IPO, Ledger hires Goldman Sachs to go public