Banks in China have extended a large amount of credit in January. On the face of it, it is a very impressive performance. However, if one were to dig a little deeper, there is a lot more to it than what meets the eye.
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Right now, there are two risks in private credit that I believe are not getting nearly enough attention: coverage ratios deteriorating quietly at the borrower level, and the growing connection between private credit and the traditional banking system. One tells you where stress is building. The other tells you why it matters more than it used to.
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The biggest question surrounding the IPO of Generate Biomedicines is whether artificial intelligence can truly change how drugs are created—or if investors are getting ahead of reality. This isn’t just another biotech listing. It’s a test of whether AI can deliver real outcomes in one of the most complex and capital-intensive industries in the world.
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Nuveen is making one of the biggest moves in the asset management industry this year, agreeing to acquire Schroders for about $13.5 billion. The deal will combine two major global investment firms and create a powerhouse with nearly $2.5 trillion in assets under management.
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Since his first administration, Trump made it no secret that he wanted America to take control of Greenland, occasionally make militaristic threats of invading. This became reality recently when Trump escalated to a point where many considered the idea of America controlling Greenland to be a possibility, not through a hot war but through a trade war.
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Corporate borrowing is off to a fast start in 2026, with companies issuing record amounts of debt and banks reporting stronger demand for business loans. Even with interest rates still higher than a few years ago, firms are choosing to borrow more, not less. So, why are companies taking on more debt right now?
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A major healthcare affordability policy expired on January 1, 2026, following the government shutdown, fundamentally reshaping how millions of Americans pay for health insurance under the Affordable Care Act (ACA). This change is not merely a consumer affordability issue; it represents a market-wide economic shock that affects insurer pricing strategies, risk pools, hospital revenue streams, employer-sponsored coverage decisions, and local labor markets.
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The biggest question facing markets right now is what the Federal Reserve will do next—and why bank stocks are rising even as global traders remain cautious. Financials have rallied strongly, but beneath the surface, investors are positioning carefully ahead of a policy decision that could shape growth, earnings, and risk appetite across global markets.
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In January of 2026 the UK’s Financial Conduct Authority (FCA) began to conduct a review on the applications of artificial intelligence in retail finance.
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Netflix’s $82.7 billion acquisition of Warner Bros. is one of the biggest moves in the entertainment industry in years. The deal includes Warner Bros.’ film and television studios, HBO and HBO Max, and its vast library of movies and TV shows.
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