By Sheraz Mian
Broader Q3 earnings expectations have been trending higher since late April.
Global debt remains historically high at over 235% of world GDP, with government borrowing driving recent increases - especially in China - while corporate debt has stayed relatively stable.
In 2025, the mainstream Keynesian narrative that the United States would inevitably experience a recession and stagflation has proven to be utterly incorrect.
We track a total of 26 constituents in six sub-portfolios and YTD in total they have averaged a 29% gain TYD, compared to only 18% for Nasdaq. Here are some specifics.
Tryg A/S provides insurance services in Denmark and Norway.
Gold remains steady after Fed’s rate cut and upbeat U.S. data. Technical strength and safe-haven demand continue to drive support.
Vehicle-to-grid company Nuvve presents several catalysts including spearheading a $400 million contract with the State of New Mexico to reach the goal of 100% zero-carbon emission grid by 2045.