#long-term

🌐 General — 📊 Neutral

Macron-Ruto Summit Highlights Europe's Struggle to Counter China's Africa Investment

May 14, 2026 (44 days ago)

Macron's Nairobi summit with Ruto highlights Europe's bid to counter China and India's rising investment in Africa, as Western influence declines and…

→ Macron-Ruto summit underscores Western urgency

🗓️ Long 🌍 AFRICA Read More →

📈 Stocks — 📈 Bullish

Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit

May 13, 2026 (45 days ago)

Hyperscalers' AI buildout fuels historic capex and surging energy demand, lifting two under-the-radar stocks poised to benefit from the power needs of…

▲ Historic AI capital spending by hyperscalers

🗓️ Long 🌍 US Read More →

🌐 General CHF/USD 📈 Bullish

Swiss Population Cap Study Shows 12% GDP Hit by End of Century

May 13, 2026 (45 days ago)

Swiss GDP faces a 12% hit by century’s end from population caps, per a new study, rattling the franc and Swiss stocks.

▲ Publication of the GDP impact study on population caps

🗓️ Long 🌍 CH Read More →

🏭 Commodities USOIL 📊 Neutral

Australia Doomsday Scenario Sees Oil Hit $200 on War Escalation

May 12, 2026 (46 days ago)

Australia warns oil could hit $200 in a war escalation doomsday scenario, threatening a global recession and commodity-market chaos.

→ Military conflict escalation disrupts major oil chokepoints like the Strait of Hormuz.

🗓️ Long 🌍 AU Read More →

💱 Forex EUR/HUF 📈 Bullish

Hungary to Meet Euro Criteria by 2030, New Finance Minister Says

May 12, 2026 (46 days ago)

Hungary targets 2030 to meet euro criteria, potentially lifting the forint and reducing risk premia on Hungarian bonds and stocks.

▲ New finance minister reaffirms euro adoption timeline

🗓️ Long 🌍 HU Read More →

🌐 General SPX 📉 Bearish

Flipping the Senate Is a Real Possibility. It Won’t Be Easy

May 12, 2026 (46 days ago)

Bloomberg Opinion analysis details Democrats' challenging path to retake the Senate in 2026, suggesting political gridlock may persist and dampen market expectations…

▼ Potential Democratic Senate win in 2026

🗓️ Long 🌍 US Read More →

🌐 General DXY 📉 Bearish

Taking Stock of Jerome Powell’s Fed Chair Term

May 10, 2026 (48 days ago)

Bloomberg's review of Jerome Powell's tenure as Fed chair highlights 11 rate hikes and a dramatic inflation decline, shaping the outlook for…

▼ Powell's term ends in May 2026, prompting markets to reprice the Fed's rate path

🗓️ Long 🌍 US Read More →

📈 Stocks SPY 📈 Bullish

Top Wall Street analysts recommend these 3 dividend stocks for stable income

May 10, 2026 (48 days ago)

Top Wall Street analysts recommend dividend stocks as a stable income play, highlighting downside protection and consistent returns.

▲ Market volatility likely drives rotation into dividend-paying equities for defensive income.

🗓️ Long 🌍 US Read More →

📈 Stocks — 📊 Neutral

Top Wall Street analysts like these 3 stocks for their long-term prospects

May 10, 2026 (48 days ago)

CNBC reports that top Wall Street analysts have picked three stocks for long-term gains, though the names remain undisclosed in the snippet.

🗓️ Long 🌍 US Read More →

🌐 General US10Y 📊 Neutral

Five Suggestions for Kevin Warsh on Fed ‘Regime Change’

May 8, 2026 (50 days ago)

Bloomberg Opinion proposes five accountability and credibility reforms for Kevin Warsh’s potential Fed regime change, with no direct market-moving cues.

→ Prospective leadership change at the Federal Reserve

🗓️ Long 🌍 US Read More →

₿ Crypto ETH/USD 📊 Neutral

Ethereum Foundation wants the network to be the trust layer for AI

May 2, 2026 (56 days ago)

Ethereum Foundation targets AI trust layer role, positioning ETH for long-term demand as coordination and verification network in an AI-mediated world.

→ Ethereum Foundation AI strategy

🗓️ Long 🌍 US Read More →

₿ Crypto Bitcoin 📉 Bearish

Bitcoin price projected to bottom at $35,000 in December by model that timed the last two market tops

May 1, 2026 (57 days ago)

Bitcoin's $126,219 bull market high is confirmed by the Akiba Cycle Model v2, which projects a 72.5% drawdown to $35,000 by December…

▼ Bitcoin halving cycle mean reversion

🗓️ Long Read More →