While U.S. stocks have touched record levels over the past month, investors are facing a convergence of significant headwinds. Thirty-year U.S. Treasuries reached a 5.046%...
Foreign equity inflows helped fund the US trade deficit and support the dollar Equities cheer, Commodities hedge, Bonds warn August delivered positive returns across most...
2026 started with expectations that inflation and cost-of-living pressures would continue to moderate. However, global events quickly altered that outlook. Following recent geopolitical developments involving...
Resilient growth, less forgiving markets July highlighted a growing divergence between a still-resilient global economy and increasingly demanding financial markets. Economic activity remained positive, the...
INDICATIVE TERMS — SUBJECT TO FINAL TERMSHEET This is a marketing communication prepared by LFA SA, a SEC-registered investment adviser. It is a summary only...
The U.S. national debt and persistent deficits are no longer abstract political debates taking place in Washington. Rising deficits, mounting interest costs, and expanding federal...
AI-related capital spending has tripled in five years — and it is still accelerating. Five balance sheets now carry roughly 30% of market-wide capex, and...
Is the AI spend cycle a massive opportunity—or a mounting risk? AI-related capital spending has tripled over the past five years, with just five balance...
Swiss bank accounts for U.S. citizens are legal when properly structured and reported. While the traditional “secret” or anonymous accounts often portrayed in films are...