The “Superpower Sell-off” has officially begun. According to BofA Global Research, global equity funds just witnessed their largest weekly outflow on record ($43.2 billion). But the headline number hides a critical rotation: investors are aggressively pulling capital from the U.S. and China while piling into Europe and Japan. 🌏 THE REGIONAL BREAKDOWN: 🔄 THE NARRATIVE...
The era of assuming a stable geopolitical backdrop is officially over. According to new industry reports, demand for specialized geopolitical analysis is surging as asset managers and C-suites scramble to price in “multi-faceted” risks—from US-Greenland tariff threats to the intervention in Venezuela. What was once a niche overlay is becoming the primary driver of capital...
The “Crypto Winter” for IPOs has officially thawed—but only for the profitable. BitGo (BTGO) surged 24.6% in its New York debut on Thursday, opening at $22.43 (above its $18 offer price) and securing a $2.59 billion valuation. As the first digital asset IPO of 2026, this listing serves as a critical litmus test for the...
The biggest fee event on Wall Street is officially taking shape. According to new reporting, SpaceX is finalizing the roster of underwriters for its potential 2026 Initial Public Offering. The company has reportedly tapped four heavyweights for senior roles in what could be the largest listing in history. 🏦 THE LINEUP: The “Big Four” are...
JPMorgan Chase isn’t just building its UK wealth business; it’s buying the infrastructure to run it. According to an internal memo from Edmund Cohen (Head of Pensions & Wealth Products), the bank has acquired WealthOS, a UK-based pension technology platform. The deal will see the fintech’s entire team—including staff in London and its engineering hub...
A corporate crisis just became a geopolitical one. Two major U.S. investors in Coupang (CPNG)—Greenoaks and Altimeter Capital—have petitioned the U.S. Trade Representative (USTR) to investigate the South Korean government, alleging a “discriminatory” campaign against the e-commerce giant following its massive data breach. 📉 THE CONTEXT: ⚔️ THE INVESTOR PLAY: Greenoaks (founded by Coupang board...