FN - Ledger (Page 2)

Dollar Weakness: Temporary Pullback or Structural Shift?

The DXY has fallen 8% from its 2025 peak. We examine whether this is cyclical or the beginning of something bigger.

Beijing has shifted from property bailouts to infrastructure and tech. The implications for commodity and EM allocators.

The Federal Reserve faces its toughest policy decision since 2022. We break down the scenarios.

Global policy has shifted decisively in favor of nuclear. Here's how to position for the multi-decade buildout.

The AI infrastructure buildout justifies the premium, but the margin of safety is razor-thin. Our framework for thinking about it.

Dr. Copper just broke out to all-time highs. The signal is clear — global manufacturing is recovering.

Trading at 0.7x tangible book with 8% dividend yields, European banks are pricing in a crisis that isn't coming.

The 2s10s spread has steepened to +45bps — the most since 2022. Here's what that means for equities.

Revenue beats will dominate headlines, but the real story is in margin compression and forward guidance revisions.

Fed minutes reveal hawkish dissent, European PMIs surprise to the upside, and copper hits a new all-time high.

A comprehensive review of Q1 2026 performance across asset classes, with our updated outlook for the remainder of the year.