After 30 years tracking global capital flows, I’ve learned one thing:Markets don’t move on decisions — they move on anticipation. Last week, investors chose discipline over aggression.U.S. equity fund inflows slowed to $1.81B, down from $9.65B — not fear, but strategic caution ahead of the Fed’s October rate cut and Big Tech earnings. 1️⃣ The...
Not every frontier starts in Silicon Valley —sometimes, it’s launched from Sofia. 🌍 EnduroSat, the Bulgaria-based satellite innovator, just raised $104M from Google Ventures and the European Investment Council Fund, one of Europe’s biggest SpaceTech deals to date. Their goal? Redefine how satellites are built.Modular like LEGO blocks — assembled in hours, not months —...
The Fed’s Next Move — One More Cut, or a Strategic Pause? After three decades following the Federal Reserve’s every move, I’ve learned that what matters most isn’t the cut itself — it’s what the cut implies about confidence. This week, the Fed delivered a 25-basis-point rate cut, as widely expected, to cushion a softening...
After 30 years watching financial innovation evolve, one truth stands:First-mover advantage fades — strategic trust endures. Coinbase, still the only U.S.-listed crypto exchange, again beat Wall Street’s expectations.But with Gemini and Bullish now public — and Kraken eyeing a 2026 listing — the game is changing.Regulation is no longer the enemy; it’s the equalizer. 1️⃣...
Gold prices climbed nearly 2% on Wednesday, rebounding from a three-week low as traders covered short positions ahead of the U.S. Federal Reserve’s policy decision and Chair Jerome Powell’s remarks. 📈 Spot gold rose 1.4% to $4,005.28/oz, while U.S. gold futures gained 1% to $4,020.70/oz. Analysts expect the Fed to cut rates by 25 basis...
The Bank of Japan kept rates unchanged on Thursday, maintaining short-term rates at 0.5%, while repeating its commitment to continue raising borrowing costs if the economy performs in line with projections. Two board members — Naoki Tamura and Hajime Takata — dissented, again calling for a hike to 0.75%, signaling internal pressure toward normalization. Although...