Positioning Portfolios for Dollar Depreciation
The recent downward trend in the US dollar is more than a macro footnote- it has clear implications...
All That Glitters
As George Soros once said: “When a long-term trend loses its momentum, short-term volatility tends...
Why UAE dividend stocks are worth watching
Global dividends reached a record $1.75 trillion in 2024, marking a 6.6% increase from 2024 and...
US bond sell-off deepens: will the Fed step in?
US Treasuries are selling off at a pace we’ve rarely seen, levels that have historically triggered...
Yields Up, Nerves Tight
If last week had a vibe, it was: markets in motion, nerves on edge. But buried under the noise were...
Liberation Day Shock
Markets have been on a rollercoaster since the US declared its tariff "Liberation Day" on April 2....
Liberation Day
Analyst Weekly, March 31, 2025
The winds of trade war are picking up again - but this time,...
Lessons from 2024: It’s time to end the ‘dumb money’ narrative
By Elad Lavi, Executive Vice President Corporate Development & Strategy
For too long retail...
No March Madness: The Fed Hits Pause
At its March meeting, the Fed kept rates steady at 4.25-4.50%. Don’t pop the champagne yet,...
Spotify hits play on profitability
Let’s be honest, we all love music. Our tastes may differ, but for Spotify, that doesn’t matter....