US aerospace and defense stocks still have a structural tailwind from geopolitics, but face rising cyclical challenges from macro and market fundamentals, as well as eventual Iran and Ukraine ceasefires and political change in the United States.
England and Argentina meet in Atlanta on Wednesday, in what football history has been building towards for decades. It is one of the sport's bitterest rivalries, renewed on the biggest stage for the first time since 2002. Messi sits level with Mbappé atop the…
Thursday features four group-stage matches across Groups A and B. While the favorites are clear across the board, our model identifies a few notable differences relative to market pricing. Group A opens with Czechia facing South Africa. Our model assigns…
We recommend a small structural exposure to cryptocurrencies and blockchain tokens, given their incipient real-world uses as well as their proven hedging qualities against the debasement of fiat money and in banking crises. In this Special Report, we rank the major blockchains on five factors – developer activity, adoption, decentralization, scalability, and security – from which we arrive at our top five blockchains.
