Norway’s minority Labour government is struggling to secure support for its 2026 draft budget, missing the end-November deadline. Negotiations continue ahead of Friday’s decisive vote, which could trigger a confidence vote and potentially topple PM Jonas Gahr Stoere’s government just 2–3 months after re-election. Why the Deadlock? Political Risk Rising With no mechanism for early...
Blue Owl’s sudden flip-flop on merging its $1.7B semi-liquid retail fund with its $17B public fund has become a powerful lesson for both yield-hungry retail investors and asset managers chasing “hot money.” The proposed merger triggered a >10% drop in Blue Owl shares in under two weeks, largely because retail investors realized: Morningstar summed it...
China’s equity markets are quietly rebuilding investor confidence as attractive valuations, policy support, and strong industrial names draw foreign funds back — despite economic headwinds and ongoing pressure in the property sector. Key Highlights What’s Driving Sentiment Where the Money Is Flowing Investor Outlook Many fund managers say the rally is only halfway through, driven...
U.S. stocks rebounded this week from their biggest pullback since April, supported by growing conviction that the Fed will cut rates in December. Still, volatility in mega-cap AI names — especially Nvidia and Alphabet — shows the market remains highly sensitive to AI profitability narratives. Key Insights What Investors Are Watching Next Week Bottom Line...
U.S. stocks rebounded this week from their biggest pullback since April, supported by growing conviction that the Fed will cut rates in December. Still, volatility in mega-cap AI names — especially Nvidia and Alphabet — shows the market remains highly sensitive to AI profitability narratives. Key Insights What Investors Are Watching Next Week Bottom Line...
CME Group’s hours-long outage on Friday — freezing trading across FX, commodities, Treasuries and equity futures — was one of the longest in years. Electronic markets have faced repeated disruptions over the past decade, from software bugs to cyberattacks and even animals damaging equipment. Historic Outages That Shook Global Markets Why It Matters Frequent outages...