Macro Scene
Rising US bond yields put pressure on policy amid market tensions
Attention in global markets is shifting away from oil prices and towards movements in US government bond yields, as investors weigh the broader impact...
Data centres overtake offices in US construction shift as AI demand...
Construction trends in the United States are shifting, with data centres now surpassing office buildings in total value under development for the first time...
Retail investors pile into gold and silver as institutions step back
Retail investors have sharply increased their exposure to gold and silver exchange-traded funds over the past year, even as institutional investors move in the...
Balaji Srinivasan warns of systemic break if Iran prevails
Balaji Srinivasan has laid out a blunt sequence of consequences tied to a potential Iranian victory, arguing it would mark the end of several...
Software Sector Faces $40 Billion Debt Crunch by 2028
Roughly $40 billion in debt tied to software and services companies is scheduled to mature in 2028, marking the largest single-year concentration of repayments...
US ETF trading volume hits record pace as market activity accelerates
Activity in the United States exchange traded fund market has surged, with weekly trading volumes reaching $2.2 trillion last week, the second highest level...
