The Macro View: Weekly Pulse January 12-16 - The Great Rotation
Small caps just had their best nine-day run versus the S&P 500 since 1990. Powell's fighting a DOJ investigation. And the smartest money on Wall Street just rotated. Here's what it means for your portfolio.
Europe Is Rearming at the Fastest Pace Since the Cold War
European defense spending hit €381 billion in 2025, up 63% since 2020. Here's what investors need to know about the sector's structural transformation.
