
America’s Most Expensive ZIP Codes – 2026
The 2026 luxury housing report shows the median entry price for the nation’s top 10 % of homes steady at about $1.2 million, while the elite “ultraluxury” ZIP codes now start at $5.5 million. Newport Coast, CA (92657) displaced Fisher Island, FL to become the most expensive ZIP, with a median listing of $12.5 million—a 29.3 % year‑over‑year rise. California dominates the top ten with six markets, but several coastal areas such as Malibu fell out amid wildfire‑driven price pressure and a sharp drop in online interest. Across all top‑10 ZIPs, page‑view activity declined, signaling softer buyer urgency despite persistently high price levels.
Apollo Marks Down Credit Fund as Loan Stress Emerges
Apollo Global Management has taken a significant write‑down on its flagship credit fund as loan‑level stress surfaces across its portfolio. The move mirrors similar distress signals from KKR’s FSK fund and Blackstone’s private‑credit vehicle, which also marked down troubled loans....
BrightSpring Health Services, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Full Year 2026 Guidance
BrightSpring Health Services reported a strong fourth‑quarter and full‑year 2025, with net revenue climbing 28% to $12.9 billion and adjusted EBITDA rising 34% to $618 million. The company turned a net loss in 2024 into a $104.8 million profit for the year and...
Hiltzik: U.S Stocks Rose in 2025, but Thanks to Trump, Foreign Stocks Did Much Better
U.S. equities posted a solid 17.9% gain in 2025, but the MSCI World ex‑USA index surged over 32%, outpacing the S&P 500 by nearly double. The United States slipped to 21st place among 23 developed markets, while Austria and Spain...

India’s Fiscal Deficit Touches ₹9.8 Lakh Crore in April–January
India’s fiscal deficit for April‑January 2026 hit ₹9.8 lakh crore, about 63 % of the government’s full‑year estimate. Net tax receipts climbed to ₹20.94 lakh crore, while non‑tax revenue rose to ₹5.57 lakh crore. Total government outlays increased to ₹36.9 lakh crore, with capital expenditure reaching ₹8.4 lakh crore. The widening...
Chinese PV Industry Brief: Polysilicon Prices Slide Amid Low Operating Rates
The China Nonferrous Metals Industry Association reported polysilicon operating rates fell to just 32% of capacity, extending an oversupply that pushed polysilicon prices lower and softened wafer prices across all grades. Wafer prices dropped 3‑8% after the Chinese New Year,...

Capital Markets as Pillar for Vietnam S Double Digit Growth
Vietnam aims double‑digit economic growth, but banks face loan‑to‑deposit caps and high debt ratios, limiting credit expansion. Capital markets are positioned to provide long‑term funding, improve transparency, and diversify financing sources. By the end of 2025 the stock market topped...

Dimensional Passes USD1 Trillion in AUM Milestone
Dimensional Fund Advisors announced it has surpassed $1 trillion in assets under management, marking a significant scale milestone for the firm. ETFs now represent over $265 billion of that total, a product line the firm introduced after a 2019 regulatory change. Its...
South Asian Wealth Giant Taps IntellectAI for AI Platform
A leading South Asian financial services group partnered with IntellectAI to build an AI‑led, platform‑first wealth management solution using a first‑principles, architecture‑first methodology. The composable, API‑first platform spans onboarding, portfolio management, advisory and operations, embedding automated rebalancing, CRM workflows and...

Yangzijiang Shipbuilding Achieves a Record Performance in 2025
Yangzijiang Shipbuilding posted a record FY 2025, with revenue climbing 7.4% to RMB 28.5 billion and gross profit jumping 28.3% to RMB 9.8 billion. The core shipbuilding division generated RMB 26.8 billion, up 6.4%, while the orderbook swelled to $22.4 billion for 245 vessels. Shipping‑related revenue slipped 8.1%...

US LNG Giant Exercises Option for More Newbuild Vessel Charters From Ocean Yield and NYK
Cheniere Marketing International, a subsidiary of Cheniere Energy, exercised its option to charter additional new‑build LNG carriers from Ocean Yield and NYK Line, potentially expanding its fleet to eight vessels. The optional ships will be built by Hyundai Heavy Industries...

UBS AM Lists Two India-Focused ETFs on London Stock Exchange
UBS Asset Management has listed two India‑focused UCITS ETFs on the London Stock Exchange. The MSCI India SF ETF uses synthetic replication to track the MSCI India Total Return Index with a 0.15% total expense ratio. The MSCI India Universal...
Array Technologies Disappoints: Array Technologies Boosts 2025 Revenue by 40 Percent - Record Order Backlog - Shares Still Plunge
Array Technologies posted Q4 2025 revenue of $226 million, an 18% YoY decline, while full‑year revenue jumped 40% to $1.28 billion. The company narrowed its net loss to $112 million but remained in the red, and its order backlog reached a record $2.2 billion. Guidance...

VLCC Rates – How High and for How Long?
The crude tanker market is experiencing a sharp surge, with VLCC spot hires topping $200,000 per day and one‑year time‑charter equivalents reaching $135,000. Baltic Exchange data show composite VLCC rates near $169,000 daily, while International Seaways (INSW) reported Q4 2025...
AI Panic Hits Wall Street: 3 Financial Stocks on Sale
Wall Street experienced a sharp AI‑related sell‑off after Altruist unveiled its Hazel tax‑planning tool and a speculative Citrini Research report warned of a 2028 intelligence crisis. The panic erased roughly $300 billion in equity value, hitting major financial names such as...

Policy Backing Fuels Europe’s Next Wave of Low-Emission Steel Capacity
European policy tools such as the TRQ, CBAM and the draft Industrial Accelerator Act are reviving investment in low‑emission steel, exemplified by ArcelorMittal’s €1.3 billion Dunkirk electric‑arc‑furnace slated for 2029. While earlier green‑hydrogen DRI projects have been delayed or scaled back,...

Robeco Launches NextGen Global Small-Cap Equity UCITS ETF on LSE
Robeco has introduced the NextGen Global Small‑Cap Equity UCITS ETF, listed on the London Stock Exchange and Xetra under ticker RGSC. The actively managed fund combines traditional factor investing with a machine‑learning overlay to target small‑cap stocks across developed markets....
Matador’s Results Were Better Than Feared, But 2026 Headwinds Still Matter
Matador Resources reported Q4 2025 revenue of $850 million, down 12.6% YoY but beating consensus by 475 bps. Adjusted EPS reached $0.87, roughly 1,500 bps above forecasts, while production rose and midstream cash flow stayed strong. The company guided 2026 to 3% production...
KKR’s FSK Fund Sees Spike in Troubled Loans
KKR’s publicly traded credit vehicle, FS KKR Capital Corp, dropped 15% after reporting a surge in troubled loans and a cut to its dividend. The $13 billion portfolio, dominated by private‑equity‑backed mid‑market loans, is seeing rising defaults and mark‑to‑market losses, especially...

Number of Counterfeit Euro Banknotes Remains Low in 2025
ECB reported that 444,000 counterfeit euro banknotes were withdrawn in 2025, a 20% drop from the previous year and one of the lowest rates since the euro’s launch. The counterfeit rate fell to 14 per million genuine notes, with €20...

ECB Consumer Expectations Survey Results – January 2026
The ECB’s January 2026 Consumer Expectations Survey shows median inflation perception falling to 3.0% and 12‑month inflation expectations dropping to 2.6%, while three‑year expectations hold at 2.6% and five‑year expectations ease to 2.3%. Nominal income‑growth expectations rose to 1.2%, driven...

Bank of Baroda to Raise up to ₹10,000 Cr via Green Infra Bonds on March 4
State‑owned Bank of Baroda announced a green infrastructure bond issue of up to ₹10,000 crore, with a base size of ₹5,000 crore and a green‑shoe option for an additional ₹5,000 crore. The seven‑year bonds will mature on March 5 2033 and are rated AAA with...

CPP Investments, Equinix Ink $4bn Deal for Nordic Data Center Platform atNorth
Canada Pension Plan Investment Board (CPP Investments) and global data‑center operator Equinix have signed a $4 billion agreement to develop the atNorth platform across the Nordics. The partnership will fund the construction of multiple hyperscale facilities, targeting the region’s growing demand...

Oil Producers Negotiate Ending Windfall Tax with UK Government
The UK Treasury is weighing an early repeal of the Energy Profits Levy, a windfall tax that now sits at a 78% headline rate on North Sea oil and gas. Ministers have been meeting industry groups to assess the impact...

TotalEnergies Signs Preliminary Deal to Offtake Alaskan LNG for 20 Years
TotalEnergies has signed a letter of intent with Glenfarne to purchase up to 2 million tons of LNG per year from the Alaska LNG project for 20 years, pending a final investment decision. The project is being built in two phases: a...

Aramco Starts Gas Production at Jafurah
Saudi Aramco has begun gas production at Jafurah, the Middle East’s largest unconventional gas field, marking the first step toward a 2 billion cubic feet per day (Bcfpd) sales capacity by 2030. The field holds an estimated 229 trillion cubic feet of...
S Korea’s Hanwha to Buy LNG From Venture Global
South Korea's Hanwha Aerospace has signed a sales and purchase agreement to buy 1.5 million tonnes per year of liquefied natural gas from U.S. exporter Venture Global, with deliveries slated to start in 2030 and run for 20 years. The deal...
OANDA Ends Patent Infringement Lawsuit Against GAIN Capital
Forex platform OANDA Corporation has formally ended its long‑standing patent infringement lawsuit against GAIN Capital Holdings. The parties filed a stipulation in New Jersey District Court on February 26, 2026, dismissing all claims and counterclaims with prejudice and agreeing to...

Gold Price & Investment Outlook: 2026 & Beyond>
VanEck projects gold prices to stay above the $3,000 level reached in 2025 and potentially break $4,000 in the near term, with a longer‑term target of $5,000 by 2030. The rally is fueled by strong central‑bank buying in emerging markets,...
Amendment to Publication Timestamp of Crude Palm Oil Mill Effluent, Fob Malaysia and Refined Palm Oil Mill Effluent, Fob Indonesia:...
Fastmarkets announced that the publication timestamp for its palm oil mill effluent (POME) price assessments will shift to a weekly Thursday release at 6:00 pm Singapore time. The amendment applies to both crude POME FOB Malaysia (AG-PLM-0035) and refined POME FOB...
Gold Digger: Are Hedges Bad? It’s Not that Simple, Stupid
Gold’s surge to record highs has exposed Australian miners to massive opportunity costs, with hedging contracts costing the sector over A$1 billion per quarter. Euroz Hartleys reports a $670 million loss in September and $1.08 billion by year‑end as forward contracts were unwound,...

A Revitalized US Indian Ocean Strategy Cannot Ignore Africa
The article argues that the United States’ Indo‑Pacific strategy is incomplete because it largely ignores the western Indian Ocean and Africa, where China has established a growing military footprint, notably its base in Djibouti and expanding ties in Mauritius and...

Atresmedia Defies TV Ad Downturn with €1bn FY Revenues
Spanish broadcaster Atresmedia posted €1 billion in net revenues for FY 2025, a marginal decline from €1.01 billion in 2024, despite a 4.4 percent contraction in the domestic TV advertising market. EBITDA fell sharply to €87.7 million, but the company noted that, excluding redundancy‑related provisions,...

US Missile Deliveries to Philippines Are Pointless and Escalatory
The United States announced plans to deploy additional advanced missiles in the northern Philippines, positioning them as a deterrent against Chinese aggression near Taiwan and the South China Sea. Washington argues that mobile, land‑based systems complicate any Chinese offensive and...

Global Funds Return to India as Earnings Outlook Improves
Global funds are pouring back into Indian equities, buying about $2.1 billion of shares in February – the strongest monthly inflow in eight months. The rebound follows a record outflow in 2025 and is driven by a newly signed US‑India trade...

PACS Touts Zero-Deficiency Surveys, High Occupancy and 73% of Facilities Earning Top-Tier Star Ratings
PACS Group reported FY 2025 revenue of $5.29 billion, up 29% year‑over‑year, and net income of $191.5 million, driven by strong occupancy and disciplined acquisitions. Occupancy averaged 89.1% overall and 94.9% at mature facilities, well above the industry average. More than 73%...
Energy Insiders Podcast: China’s Clean Energy Surge Reshapes Coal, Oil and the Grid
China’s clean‑energy surge is reshaping its energy landscape, with record solar installations and a 30% jump in wind capacity driving more than a third of the nation’s economic growth. Lead analyst Lauri Myllyvirta highlighted that renewable build‑out now outweighs traditional...
Renaissance at Market Speed: UK Wholesale Finance in 2026
At the Goldman Sachs EMEA Head of Trading conference, FCA chief executive Nikhil Rathi outlined a sweeping reform agenda aimed at cementing the UK’s position as a global wholesale‑finance hub. He highlighted recent regulatory wins – from tighter market‑abuse enforcement...

Some of Warner Bros. Games' 'Biggest Franchises' To Return Starting Next Year, Netflix Backs Out of Bidding War with Paramount
Warner Bros. Discovery announced that its gaming division will refocus on its flagship franchises—Harry Potter, Game of Thrones, DC and Mortal Kombat—with new releases expected in 2027‑28. The company described 2025 as a reset year after shutting down MultiVersus and...
Virgin Australia Flags Boost to Velocity Loyalty Program, Profit Jumps
Virgin Australia reported an 11.7% rise in half‑year pre‑tax earnings to $490 million, driven by strong leisure demand and a $200 million boost from its transformation programme. The airline’s underlying pre‑tax margin expanded to 14.8%, up 40 basis points, as fuel savings...

Former Housing Secretaries to Give Evidence on Leasehold Reform
Former housing secretaries Angela Rayner and Lord Michael Gove will appear before the Housing, Communities and Local Government Committee on 3 March to give evidence on the Draft Commonhold and Leasehold Reform Bill. The session will also hear leasehold campaigners, the Residential Freehold Association...

Upsizers Are Back and Are Buying Bigger Homes
Upsizers reclaimed dominance in the UK housing market, accounting for 70.3% of all property moves in Q1 2026 – the strongest share since May 2021. Mortgage usage rose to 82.5%, the highest level in eight years, reflecting renewed borrower confidence as borrowing...
Treace Medical Concepts Inc (TMCI) Q4 2025 Earnings Call Transcript
Treace Medical Concepts reported third‑quarter 2025 revenue of $50.2 million, an 11% year‑over‑year increase, while adjusted EBITDA loss narrowed 49% to $2.6 million. The mix shifted toward lower‑ASP bunion correction systems, pulling gross margin down to 79.1% from 80.1% a year earlier....
Northwest Natural Holding Co (NWN) Q4 2025 Earnings Call Transcript
Northwest Natural Holding Co. reported fourth‑quarter 2024 adjusted earnings of $2.33 per share, slightly below the prior year due to regulatory lag, and set 2025 adjusted EPS guidance at $2.75‑$2.95. The company completed its largest Oregon gas utility rate case,...
Alpha Metallurgical Resources Inc (AMR) Q4 2025 Earnings Call Transcript
Alpha Metallurgical Resources reported Q4 2025 adjusted EBITDA of $28.5 million, a 32% decline from the prior quarter, driven by lower tonnage and reduced coal inventory values. Total shipments fell to 3.8 million tons, while metallurgical coal realizations modestly improved to a...
LiqTech International Inc (LIQT) Q4 2025 Earnings Call Transcript
LiqTech International reported Q4 2025 revenue of $16.5 million, a 13% increase year‑over‑year, driven by a 49% jump in systems and aftermarket sales to $8.2 million. The company posted a gross margin of 7.6% and narrowed its adjusted EBITDA loss to $5 million....
Gogo Inc (GOGO) Q4 2025 Earnings Call Transcript
Gogoro Inc. reported a record adjusted EBITDA of $59.9 million for 2025, driven by sharp margin expansion and a three‑fold rise in operating cash flow. Revenue fell 9.4% to $281.5 million as hardware sales softened, while battery‑swapping revenue grew 8.1% to $149 million...
Delek Logistics Partners LP (DKL) Q4 2025 Earnings Call Transcript
MPLX reported Q4 2025 adjusted EBITDA of $1.8 billion, a 2% year‑over‑year increase, and a full‑year adjusted EBITDA exceeding $7 billion, reflecting a 6.7% three‑year CAGR. The company raised its quarterly distribution by 12.5%, returning $4.4 billion to unitholders in 2025. A $2.4 billion...

Brown Advisory Introduces Value Select Strategies - #Wealth #AssetManagement #AssetFinance
Brown Advisory announced the launch of two global equity value strategies—Global Value Select and International Value Select—aimed at identifying companies trading below intrinsic value. The International strategy mirrors the global approach but excludes U.S. equities. A European‑domiciled UCITS fund will...
From Tariffs to Trade Flows: Diversion Effects and China’s Exports to the EU
U.S. tariffs on Chinese imports have coincided with a near‑10% year‑on‑year rise in China’s exports to the EU during 2025, but the surge began before the tariff hike and has not accelerated since. A difference‑in‑differences analysis of over 3,000 product...