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Regions strategist on 2027 AI capex: "about a 50% growth rate over what's projected"
10 calls: why stocks offering less than bonds is the 2027 debate, why a 5.50% 10-year yield can still be fine, and why emerging markets are a magnified…
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Pictet research head on China: "I'm not even sure we have 10 years ahead of us"
14 insights: why US debt is backed by US technology, why the old emerging-market label is obsolete, and why Germany's exit from nuclear power was a…
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2 years to a debt squeeze, and stocks are already in a bubble, Ray Dalio finds
10 calls: why he holds 5–15% of a balanced portfolio in gold but only 1% in Bitcoin, why he is short debt, and why he sees the midterms through 2028 as…
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Her sector ETF is 50% stocks, hinting at a weaker 2027, says Fairlead Strategies founder
14 calls: why breadth divergences are over-cited, a 10-year yield breakout that may stair-step higher, gold as a hedge, and a Bitcoin ETF running 70% to…
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TJM strategist: Warsh would buy bonds only after a 35% Nasdaq drop and a 5.5% 10-year
14 predictions: why he doubts the 10-year runs much past 5.5%, why he sees disinflation by late 2027, and why zero-day options may make the stock market…
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600 managers in its network show private equity thawing, Hunter Point's CEO finds
10 takeaways: why retail redemptions in private credit need a few more quarters to clear, why higher rates help credit and hurt buyouts, and why someone…
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A US debt crisis is coming within 3 years as interest squeezes spending, says Ray Dalio
13 calls: Why rates must rise to ration credit, why China and Japan are buying less US debt, and why he sees AI concentration as the biggest risk for…
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"It's huge": JERA's chair and CEO on its $15B Tokyo AI power bet
6 takeaways: why China's consumer stocks are down 18% while tech rallies, the December rate-hike bet on Japan's yen, and the math behind JERA's possible…
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Kopernik CIO on Ukraine land: "80 to 90% discounts to what you would find in the Midwest"
14 calls: Why today's US market looks like 1972, why Korean phone companies at a third of book beat Verizon, and how Kopernik bought Chinese nuclear…
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Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"
16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…
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Every 10 yen of yen appreciation costs 4% of earnings, says Goldman's Asia strategist
6 predictions: Why Goldman raised its Japan earnings growth forecast to 19%, what a 25bp rate rise cannot fix, and where he expects Asian markets to go…
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RBC Wealth executive director: GPIF rotating home would buy the yen
6 takeaways: Why he says a stronger dollar helps Asia's energy importers, what Japan's finance ministry wants its pension fund to do, and why he reads…
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