Related Posts
March 2, 2026 in global markets, Markets, Markets & Equities, Markets & Investing
The Architecture of a Liquidity Trap
Global markets moved from early-week anxiety regarding tariffs and AI to a moderate “risk-on” revival as initial blanket US tariff threats were scaled back from 15% to 10%. Major indices…
Read More
February 23, 2026 in global markets, Markets, Markets & Equities, Markets & Investing
US Exceptionalism Under Pressure – the Fracture Lines
The narrative of US exceptionalism is showing more cracks in early 2026, with policy uncertainty, AI valuation jitters and a softer dollar shifting capital flows globally. Global leadership is rotating: ACWI ex-US…
Read More
February 13, 2026 in global markets, Markets, Markets & Equities, Markets & Investing
Echoes of the Seventies
AI investment fatigue has intensified as markets question the timing of returns on the massive infrastructure spend. The “Mag 7” faces increased scrutiny over combined capital expenditure plans exceeding $650…
Read More
