– Japan’s recent upper house election has potentially shifted the balance of power, with exit polls indicating that the ruling coalition may have lost its majority. While this election does not directly determine the fate of Prime Minister Shigeru Ishiba’s government, it raises significant questions regarding future policy decisions, fiscal management, and market stability.– The...
– Hedge funds experienced their strongest inflows in the first half of 2025 since 2015, driven by increasing demand in turbulent markets and the impact of new U.S. trade policies under President Donald Trump. According to data from HFR, hedge funds saw an impressive $37.3 billion in inflows during the first half of the year,...
After years of regulatory resistance under the previous administration, U.S. bank M&A activity is gaining renewed momentum. Industry insiders cite greater clarity and a more permissive regulatory stance under President Trump as key enablers.📊 Key Highlights:Talk of M&A is rising among large U.S. and regional banks, with firms like BNY Mellon reportedly approaching Northern Trust....
Bitcoin’s recent surge to a record-breaking $123,000 has reignited discussions around institutional investors’ role in driving up prices. While the buzz surrounding digital assets grows, experts believe that the involvement of institutional investors remains in its infancy.Adrian Fritz, head of research at 21Shares, shares that we’re still “in the early innings” of institutional ownership in...
U.S.-based private equity giant Apollo Global Management is in discussions to invest in Atlético Madrid, potentially acquiring a stake in Atlético Holdco, the entity that owns a majority share of the Spanish La Liga club, sources told Reuters.📌 Key Highlights:Talks initially focused on financing Atlético’s €800 million ($929 million) sport and leisure project surrounding the...
Markets are adjusting to a growing political risk premium as U.S. President Donald Trump ramps up calls for Federal Reserve Chair Jerome Powell’s resignation, fueling investor concern over the central bank’s independence and its implications for inflation, interest rates, and asset pricing.📉 Key Market Implications:Treasury 30-year yields spiked above 5% for the first time since...