Money Matters
With policy rates likely to ease into year-end, investors often rotate toward “defensives.” In healthcare, that typically means managed care (health insurers) and big pharma. But 2025’s cross-currents—Medicare Advantage (MA)…
United States. The Federal Reserve’s July 2025 Senior Loan Officer Opinion Survey (SLOOS) reported that, on balance, banks tightened standards and saw weaker demand for commercial & industrial (C&I) credit…
Hyperscaler spending is exploding, but not every supplier can keep free cash flow (FCF) positive as supply chains tighten. Here’s a sober, data-driven scan of who’s funding the AI build-out…
Credit-card and auto delinquencies have been edging higher all year. Does that finally dent consumption in the U.S., U.K., and euro area—or does resilient income and still-elevated savings keep tills…
At the Victorian Labor Party’s state conference (August 2025), Premier Jacinta Allan announced a world-first policy that would legally enshrine the right for eligible public and private sector employees in…
On July 29, the Senate Banking, Housing, and Urban Affairs Committee unanimously (24‑0) advanced the ROAD to Housing Act—marking the first significant housing bill passed by committee in over a…
After a sluggish start to the decade and years of lagging behind their U.S. counterparts, European equities have come roaring back in 2025. Through the first half of the year,…
In a world where job security feels uncertain, homeownership remains out of reach for many, and inflation eats into every paycheck, an increasing number of Millennials are choosing to opt…
Imagine this: the average American logs into a job site with hope, while traders scrutinize data, and economists debate whether the labor market is still marching forward—or finally losing steam.…
As tech stocks take center stage once again, Apple and Amazon have reminded Wall Street why they remain titans of global finance and innovation. Their blockbuster earnings for Q2/Q3 2025…