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ETF inflows resume as BTC/ETH rebound, reinforcing institutional bid despite lingering outflows streak.
Generic supply hiccups and oral GLP-1 slowdown highlight near-term volatility amid rising competition from Lilly and others.
Record cat bond volumes and limited soft-market depth support reinsurance pricing power despite near-term hurricane forecast reductions.
Chinese pricing power endures post-tariffs, while rising input costs and strong BMW order momentum create mixed signals for European competitiveness.
Governance-enabled consumption models (Snowflake) gain edge over seat-based licensing (Salesforce) under tightening AI rules, supporting premium multiples for compliant platforms.
Q2 direct lending volumes plunged 55% amid selectivity, reinforcing illiquidity premium opportunities despite fundraising rebound.
China's east-of-Taiwan coast guard expansion and 2027 PLA readiness signals sustain high geopolitical risks to TSMC-dominated AI chip supply.