Recent Posts
Social•Feb 20, 2026
US Q4 Growth Stalls at 1.4% Amid Shutdown
The US econ grew less than expected in the fourth quarter, weighed down by a record-long govt shutdown, weaker consumer spending, and softer trade. GDP expanded at an annualized rate of 1.4% in Q4, down sharply from 4.4% in Q3. Consumer spending slowed markedly, and net exports made a much smaller contribution to growth. Govt consumption actually reduced GDP growth by 0.9ppts. Inventory build-up added a modest 0.2ppts.
By Holger Zschaepitz
Social•Feb 18, 2026
US Stock Premium at Risk as Tech Capex Rises
Although global markets have narrowed the gap with the US in recent weeks, US equities still trade at a roughly 40% valuation premium to the rest of the world. That premium could shrink further if big tech companies lose their...
By Holger Zschaepitz
Social•Feb 17, 2026
Amazon Ends Nine‑day Slide, Halts $450bn Loss
#Amazon snaps 9d losing streak during which it lost more than $450bn in value. https://t.co/0lGS8k6lrO https://t.co/TjEQVxihvT
By Holger Zschaepitz