Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race

Alibaba's $10 Billion AI Bet: What China's Te...

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Is the India Stock Market a Smart Bet in 2026? Record Forex Reserves vs. the Growth Gap

India just hit a record $729 billion in foreign exchange reserves, a number that sounds impressive — but new analysis shows Modi's developed-nation ambitions are straining against persistent growth gaps. With Indian bank stocks showing wild pricing anomalies under a new auction s ...  عرض المزيد

How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In

This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, in ...  عرض المزيد

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Why central banks are baffling investors
The Story of Money

The Federal Reserve has spent more than a decade buying up government debt as part of a post-2008 program to support the economy, also known as quantitative easing. Now with inflation reaching record highs, those days are over, and a new era of quantitative tightening is emerg ...

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What the Fed's Big Balance Sheet Unwind Means for Markets
Odd Lots

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ...  عرض المزيد

Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187]
Eurodollar University

The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).</ ...

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