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Defying the Odds: How Strong Earnings Are Powering European Stocks
It seems that no matter what global shocks rock the market, European equities are fiercely holding their ground. From shifting geopolitical tensions and trade uncertainties to complex macroeconomic headwinds, the global landscape has been anything but smooth. Yet, European stocks are defying the odds—and the secret to their incredible resilience lies in remarkably strong earnings growth. According to recent market insights, Europe's corporate sector is proving its fundamental
Chris Lam
1 day ago1 min read


The ETF Explosion: Why $2 Trillion is Pouring into Funds in 2026
Exchange-traded funds (ETFs) are no longer just simple tools for passively tracking market indexes. In 2026, the ETF landscape is undergoing a massive transformation, with US-listed funds expected to attract a record-breaking $2 trillion in new investments—a massive 40% jump from 2025. What is driving this unprecedented surge? According to recent insights from Goldman Sachs, the answer lies in rapid product innovation and the rise of actively managed funds. Over 35% of this y
Chris Lam
1 day ago1 min read


Unpacking the US-Japan Currency Intervention: What it Means for the Yen
In a historic move this summer, the United States and Japan joined forces for the largest coordinated currency market intervention in 15 years to stabilize a rapidly weakening yen. After hitting 40-year lows against the dollar, Japan took decisive action, conducting an estimated $85 billion intervention over just two days. The yen's weakness primarily stems from Japan's domestic policy mix: high government spending coupled with a Bank of Japan that is hiking interest rates ve
Chris Lam
1 day ago1 min read


Navigating US Treasuries: The Pull of Inflation and Fiscal Policy
The US Treasury market is currently being pulled by two powerful forces: recent inflation data and ongoing fiscal policy concerns. With the Federal Reserve’s next rate decision looming in September, inflation is squarely in focus for bond investors. Recent CPI prints were generally "down the middle," offering the Fed some comfort. While the data was slightly soft, particularly in the software category, the Fed will need to see more consistent positive readings before making m
Chris Lam
1 day ago1 min read
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