Real yields reach 15-year highs: can US equity valuations withstand it?
Credit spreads are tightening – but AI leaders are bucking the trend
Market leadership reverses as crowded themes unwind
Foreign buyers continue to snap up UK companies
Hormuz stabilises: shipping lanes recover despite ongoing tensions
The biggest quarterly Semiconductor rally in more than 30 years
AI infrastructure overwhelmingly dominates global equity returns YTD
Brazil leads the pack…. Who will win this year?