"This outcome is the worst-case scenario for Novo and heightens the need for M&A with Novo’s other GLP-1/Amylin drug."

It may be that secular disinflation and productivity gains are creeping into the the curve...

"Markets quickly realized that the ruling might not change much in the near term and will rather increase uncertainties. Donald Trump is not known to avoid a fight or give up easily."

The upturn in global growth should vindicate the rising P/E ratio that is principally driving European stock-market returns...

One incident in mid-December led to a 13-hour interruption affecting a tool customers use to analyse AWS spending.

The move reflects broader unease over market volatility...

The Supreme Court decision to strike down IEEPA will have significant consequences to the US economy, public policy and markets. Here is how two of the largest US banks expect the decision to trickle down. 

The rates market is struggling to price the near term positive growth backdrop when the forward picture is so muddy...

Persistently strong growth in the US means that if inflation does not start to show a downtrend in the next couple of months, those rate cuts will come into question, and with them, the outlook for the dollar.

"Rock the Geopolitics = trade oil, own gold."

Net cash position amongst Mutual funds are now close to record lows at 1.1% of assets...

...room for sharp under-the-hood moves to continue given still elevated US HF gross leverage & high thematic/factor vol... Against that backdrop, diversification into rest of world trades continues to make sense...

The turnover has ushered in the largest cohort of new chief executives in more than a decade, and they’re arriving younger and, in many cases, with thinner résumés than their predecessors.

Relative to prior Software sector corrections, the 2026 YTD one is squarely anchored to terminal value debates...

...while the economy and markets often have a symbiotic relationship, the market is not the economy.

In retrospect, if only Cantor Fitzgerald was called PolyCantor, none of this would have happened.