Deep-dive analysis of global equity markets and macroeconomic trends. From AI sector valuation rerating to interest rate impact on RWA yields, we provide the institutional perspective on the drivers of the next supercycle.
Market Insights
Is SaaS dead or just evolving? As Bitcoin hits a critical on-chain support level, ARK Invest’s Cathie Wood breaks down why the "SaaSpocalypse" is a buying opportunity in disguise.
Market Insights
Does China still hold US debt? Yes, but as of early 2026, holdings have dropped to $682.6 billion, the lowest since 2008. New regulatory "window guidance" from the PBOC and NFRA signals a deliberate move to trim US Treasury exposure in favor of gold and multi-currency assets