News
The Margin Defense Era Has Arrived
Growth is no longer the only question companies need to answer. The harder question is whether that growth can still be profitable.
That is the...
News
The Return of the Higher-for-Longer Economy
The global economy is not sending a recession signal. It is sending something more complicated: growth is still present, but the cost of operating...
News
Earnings Are Strong, But Not Everywhere
The global economy is not sending one clean signal. Some companies are beating expectations, buying back shares and keeping investors confident. Others are cutting...
News
The Consumer Economy Is Facing a New Pricing Test
The global economy is entering a more uncomfortable phase. The problem is not only that oil is expensive. The problem is that higher oil...
News
The Market Is Not Ignoring Risk. It Is Repricing Resilience
Oil, earnings and the return of selective optimism
The most interesting thing about global markets right now is not that risk is rising. It is...
News
The New Advantage in Business Is Cost Discipline
The global economy is not collapsing. That is not the problem. The problem is more complicated: activity is recovering in some places, contracting in...
News
The New Business Squeeze Has Arrived
Higher energy costs are spreading beyond energy
For much of early 2026, the business conversation was dominated by AI, market valuations and the hope that...
News
The AI Story Is No Longer Enough
For much of the past year, the market treated AI as a growth story first and a financial story second. That is changing.
Investors are...