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Accessing CDS Risk Premia: The Case of Oracle
Oracle’s latest earnings call provided incremental clarity on its approach to funding the accelerated build-out of AI-driven data center capacity.
Dec 22, 2025
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On the Markets Daily #55 (09/07/2023)
Sep 7, 2023
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On the Markets Daily #63 (09/19/2023)
Sep 19, 2023
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Sunday Investment Committee #10 (Aug 27, 2023)
Aug 27, 2023
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Wealth Management Flash
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Dec 22, 2025
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Year-End Review
Free for all readers
Dec 18, 2025
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Labor Market and Consumer Resilience
Recent US macro data point to a familiar late-cycle configuration: headline activity remains resilient, but underlying momentum is fading.
Dec 16, 2025
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Wealth Management Flash
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Dec 15, 2025
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Tel Aviv Stock Exchange: Trading Implications for 2026
Beginning 5 January 2026, the Tel Aviv Stock Exchange (TASE) will transition from a Sunday–Thursday trading week to a Monday–Friday schedule.
Dec 11, 2025
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FOMC Review – December 2025
The Federal Reserve lowered the federal funds target range by 25 bps to 3.50%–3.75%, marking the third consecutive reduction.
Dec 10, 2025
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Taiwan: Strategic Alignment with the U.S.
Dec 8, 2025
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