The big move in Japanese bond yields in the last few weeks raised some inquiries about what it all means for the opportunities in the Japanese equity markets. Our take is that the bull case remains, ...

Dovile Silenskyte explains how the GENIUS Act will turn stablecoins into pillars of U.S. financial infrastructure, transforming issuers into regulated digital banks and embedding the dollar deeper ...

Christopher Gannatti and Samuel Rines explain why Rheinmetall’s Q2 miss masks a far bigger story—€63.2B in backlog and €80B+ in nomination potential that signal structural, multi-year growth as Europe ...