Banks have enjoyed a formidable moat built on customer relationships, regulatory privilege, and distribution networks for decades. – but that moat was breached in 2025.Embedded finance, the integration of payment, lending, insurance, and investing directly into non-financial platforms, became mainstream this year – shifting the locus of value creation away…
Europe enters 2026 with a positive ending to the year. Inflation is under control, interest rates have stopped moving, and the worst fears of recession have faded. But growth remains thin, uneven, and heavily dependent on where money actually gets spent rather than on any macro lever being pulled.The easy…
The artificial intelligence revolution has forced a brutal choice upon the world’s biggest cloud providers.Amazon, Microsoft, Google, and Meta have committed an unprecedented $400-plus billion annually to AI infrastructure, a spending surge that has reshaped markets, accelerated semiconductor shortages, and created entirely new vendor dynamics.Yet as 2026 approaches, executives and…
Wall Street closed higher for a fifth consecutive session on Wednesday, with the Dow Jones Industrial Average gaining approximately 300 points to reach a fresh record high as investors welcomed weaker-than-expected inflation signals.The S&P 500 also hit an intraday record of 6,937 despite mixed breadth, though technology stocks like Nvidia…
Markets tiptoed into Christmas with records on thin ice. US equities notched fresh highs in a shortened session, Japan saw a landmark private-equity exit under activist pressure, oil rebounded on growth optimism shadowed by geopolitics, and crypto remained stuck in holiday limbo. Precious metals quietly stole the spotlight as uncertainty…
The DAX Index had a strong performance in 2025 as it jumped by 22%, which mirrored the growth of other global indices like the S&P 500 and the Dow Jones indices. It was trading at €24,340, up by 32% from its lowest level in April.However, the index has remained in…
The artificial intelligence revolution has forced a brutal choice upon the world’s biggest cloud providers.Amazon, Microsoft, Google, and Meta have committed an unprecedented $400-plus billion annually to AI infrastructure, a spending surge that has reshaped markets, accelerated semiconductor shortages, and created entirely new vendor dynamics.Yet as 2026 approaches, executives and…
The United States has sharply escalated its confrontation with Europe over digital regulation, imposing visa sanctions on former European Union officials and leaders of anti-disinformation groups in a move that has drawn swift condemnation from across the Atlantic.The sanctions, announced on Tuesday by the US State Department, target a former…
Shares of Agios Pharmaceuticals surged nearly 15% in premarket trading on Wednesday after the US Food and Drug Administration approved an expanded use of its drug mitapivat, strengthening investor optimism around the company’s growth prospects.The approval allows mitapivat to be used to treat anemia in patients with both non-transfusion-dependent and…
Latin America’s steel industry is under increasing strain as surging imports from China squeeze local markets and stall growth, despite the region’s rising demand for building materials.Industry officials argue that domestic producers face an uneven playing field, distorted by government subsidies and artificially low prices that favour Chinese steel. According…