The Japanese market has played a crucial role in international investment for decades as a source of ultra-cheap loans. But the situation is changing. Interest rates in Japan are rising, long-term bond yields are approaching the level of other developed countries, and the country's authorities are trying to support the yen. All of this could lead to a large-scale outflow of funds from global markets.

A supplier of shocks: why Japan's market problems threaten investors around the world 

Donald Trump's policies and behavior make investors seriously consider withdrawing some funds from the United States. Although the power and scale of the economy and the U.S. financial market will attract them, the process of dedollarization and diversification to the detriment of U.S. assets will continue. Most likely, this will be done in a non-public manner.

Quietly exit the US market: how investors are seeking protection from Trump's policies 

Over the past two years, average monthly trading volumes on the prediction market, where Polymarket and Kalshi platforms are the leaders, have grown 80 times. Wall Street companies have begun hiring traders to work with prediction markets. Critics of the booming sector say it's an easy opportunity for holders of nonpublic information to make money from insider trading. Defenders insist that such platforms fulfill the main function of the market - to allow a fair assessment of a particular event.

"The New Beast": how Wall Street is adapting to the booming prediction market

The cycle of monetary policy easing by the world's leading central banks has come to an end. But regulators may have to raise rates already this year. This may become one of the key risks for the markets.

Central banks could raise rates in 2026. This is the "pin" for the market bubble

The U.S. economy is on a K-shaped trajectory. Growth is being fueled by the spending of affluent consumers, who are getting richer and richer thanks to a rebound in capital markets. And the poor are getting richer and having to cut back on their spending. It's like a tower of jenga blocks, where many of the blocks at the bottom have been removed, and the upper blocks - the last pillar of the economy - could be hit by a stock market downturn.

The Fragile Tower: Why 2026 could be a pivotal year for the K-shaped U.S. economy 

Oracle Corporation

NVIDIA Corporation

Meta Platforms, Inc.

Microsoft Corporation

Constellation Energy Corporation

Three years have passed since OpenAI introduced the ChatGPT chatbot based on generative AI technology. It has generated euphoria, predictions of radical changes in the economy and daily life, an explosion of capital investment, a stock market boom, and, more recently, talk of a bubble. While money is still pouring into the AI field<b> </b>, some investors have begun to hedge against the AI bubble.

Is it possible to capitalize on a bubble in AI? The market has already found a way

Strategy Inc

SharpLink Gaming, Inc.

ALT5 Sigma Corporation

The emergence in recent years of public companies whose primary business is acquiring and holding cryptocurrencies, and the rise of their own stocks, has been one of the highlights of enthusiasm in the digital asset market this year. But the collapse that began in October knocked the ground out from under many enthusiasts' feet. By the end of the year, the situation probably won't improve, and most publicly traded cryptocurrency companies will leave investors with losses.

Investors are getting out: most cryptocurrency companies will bring them losses

Copper prices, after four years of stagnation, began to rise in the last week and a half and reached record levels. Traditionally, demand for this metal, which is used in many items and sectors, from electrical wiring and batteries to construction, has been seen as an indication of the health of the global economy. Now it can also be used to judge the development of AI.

Copper was not an expensive metal. Because of AI and energy transition, it has become the "new gold"

The price of gold has risen by about 60% this year, and such a high result has attracted many players to the market - from ordinary investors to inventors of clever schemes trying to capitalize on the gold boom. The cryptocurrency market, which has been going through difficult times in recent weeks, has also decided to capitalize on the most real and valuable asset in the world's history.

Michael Overchenko

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