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SpaceX: Infinity and beyond?
Strategy Blog
SpaceX is going public, and the excitement is palpable. If the vertically integrated space company achieves its targeted USD1.75 trillion valuation on Friday it will be the biggest initial public offering (IPO) in history.
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Investment backdrop June 2026
Monthly Market Summary
It remains unclear how long the US-Iran ceasefire will last, and when the Strait of Hormuz will re-open, but in recent weeks it has looked as if neither side has much appetite for escalation.
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Macro thoughts on the Swiss referendum
Strategy Blog
Switzerland’s emotive “No to 10 million” referendum on June 14 seems to be too close to call. We doubt it will be a game-changer economically.
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Another debt ratio observation
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
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Signals through the noise
Perspectives podcast
A resilient economy, a narrow market rally, and an AI spending boom that continues to reshape the investment landscape.
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Inflation, stock valuations, AI FAQs
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism.