Japan offers a stronger valuation setup than U.S. equities, with cheaper multiples and a higher equity risk premium. Rising Japanese yields can be a sign of healthier growth and reflation, not a ...
Sometimes markets behave in ways that don't make sense, as investors get carried away with a particular idea. This dynamic appears evident in early 2026 when looking at the share price performance of ...
Europe’s rearmament is becoming capability-specific rather than generic, and the WisdomTree GeoAlpha Opportunities Fund (GEOA) sharpened its exposure accordingly by adding BAE Systems and Colt CZ to ...
With Fed holdings of Treasuries and MBS still totaling $6.3 trillion, well above the $4.25 trillion peak following the Financial Crisis, any Warsh-led effort to shrink the balance sheet could have ...
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