Macro ↗
How growth, inflation and monetary policy affect global markets.
Latest additions Goldman Sachs: U.S. September trade deficit unexpectedly narrows, lifting the fourth-quarter GDP tracking estimateTopics
Technology ↗
Track semiconductors, computing infrastructure and the technology cycle.
Latest additions Evercore ISI: Semiconductors Enter the Late-Cycle Phase, While AI Demand Growth Still Faces Valuation Pressure
Mega 7 ↗
Follow the Magnificent Seven US tech companies through earnings, capital spending and profit forecasts.
Latest additions Goldman Sachs: Strong Apple hardware growth, but memory costs and slowing services weigh on earnings outlook
Healthcare ↗
Follow clinical progress, product pipelines, commercialization and industry performance.
Latest additions Goldman Sachs: BeOne’s third-quarter profit growth outpaces revenue growth; full-year guidance raised again
Gold ↗
Track gold prices, investment demand and gold miners.
Latest additions Goldman Sachs: Cutting its gold price forecasts for 2026 and 2027; central-bank buying still supports long-term gains
Oil ↗
Monitor global supply and demand, inventories, refining and crude prices.
Latest additions J.P. Morgan: Global oil market returns to surplus, while refined-product inventories remain low
Memory chips ↗
Track DRAM and NAND supply, prices and manufacturer earnings.
Latest additions Bernstein: Server demand supports memory price increases, while NAND wafer spot prices accelerate their decline
US Treasuries ↗
Follow US Treasury yields, the yield curve and policy expectations.
Latest additions J.P. Morgan: Tightening US Treasury bill supply and demand; credit recovery still faces issuance pressure
