In its latest economic analysis, the Commonwealth Bank of Australia (CommBank) paints a picture of a global economy entering 2026 with cautious optimism, building on the unexpected strength shown throughout 2025. Despite facing headwinds like trade disputes and international conflicts, the world economy held firm last year, thanks in large part to robust investments in artificial intelligence and easing monetary policies.This resilience sets the stage for a moderate upturn in global growth, with the United ...

Wealthy Families Are Worried About Geopolitics. But They Aren't Rushing to AI, Crypto, or Gold - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Wealthy Families Are Worried About Geopolitics. But They're Not Rushing to AI, Crypto, or GoldBy ...

A U.S. advisory urging American citizens to “leave Iran now” is circulating again online, adding another layer of headline risk to a crypto market already wobbling on high volatility and forced liquidations. Officials have since clarified the warning itself is not new and was first issued in mid-January. Still, the timing matters. The advisory is resurfacing just as the U.S. and Iran prepare to hold nuclear talks in Oman on Friday, with President Donald Trump publicly warning Iran’s Supreme Leader Ayatoll ...

Ajit Doval came with a message for Secretary of State Marco Rubio: India wanted to put the acrimony between the two nations behind it and get back to negotiating a trade deal, according to officials in New Delhi familiar with the meeting, who asked not to be identified because the discussions were private.Doval told Rubio that India wouldn’t be bullied by US President Donald At the time, India was smarting from Trump’s insults and the 50% tariffs he’d slapped on its goods in August. The US president had ca ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the complexities and high risks associated with cryptocurrencies and CFDs, highlighting the potential for significant financial loss [1]. - It encourages users to conduct their own research and fully understand the instruments and risks involved before making investment decisions [1].

Kevin [music] Hanks, CBOE. That's where he is. That's where we find him.It's the pre-bell playbook. And so, your thoughts. We're kicking off a new week.Um, I'm excited about it because we have a lot of great earnings and economic news, but you know, we really had a volatile week last week and something tells me we're kicking off this Monday in the very same way. the way Japan sold off on the news of the AI funding questions and things like that. Um, it just tells us to be a little cautious here this morning ...

Group 1: Investment Strategies - Many family offices are shifting towards real estate and alternative investments, particularly private equity and hedge funds, to protect their portfolios against inflation [1][3] - U.S. family offices reported holding 40% of their investments in public equities, while 34% are in private investments, including private equity, venture capital, private credit, and real estate [5] Group 2: Concerns and Risks - A significant number of family offices are concerned about inflation and geopolitical risks, with 64% citing interest rates and 61% citing inflation as major risks to their portfolios [2] - Nearly three-quarters (72%) of family offices surveyed reported having no exposure to gold, indicating a reluctance to invest in gold despite its recent price surge [6][7] Group 3: Focus on Technology - Artificial intelligence (AI) is a prominent investment theme for family offices, with 65% including AI in their portfolios or prioritizing it for future investments [4] - There is a strong belief among family offices that AI should be a central part of their investment strategy, although there are concerns about concentration risk [6] Group 4: Cash Management - Family offices are maintaining large amounts of cash and cash equivalents, with some holding cash to prepare for potential downturns and to capitalize on opportunistic investments if asset prices decline [8] - Concerns about inflation are leading some family offices to prefer holding cash, as higher rates could result from inflationary pressures [9]

公众号记得加星标⭐️，第一时间看推送不会错过。 军费开支攀升、雷达现代化改造、电子战发展以及安全卫星通信网络的扩张，正共同推动射频 （RF）技术从单纯的性能升级，转变为关乎国家安全的战略必需品。 本文由 Yole Group 射频与化合物半导体领域分析师 Ahmad Abbas 和 Cyril Buey 联合撰写。这 份行业简报深入探讨了国防与卫星通信两大领域，如何推动射频解决方案迈入具有战略意义的全 新发展阶段。 基于 Yole Group《2025 年射频行业现状报告》（2026 版即将发布）、《2026 年氮化镓射频市 场报告》、《2026 年国防射频技术报告》等多份研究成果，两位分析师对射频技术的发展现状进 行了最新梳理，重点聚焦氮化镓（GaN）基解决方案。他们分析了驱动当前市场格局的核心技 术、参与企业及供应链变化趋势，并清晰阐述了氮化镓射频技术缘何成为未来国防与太空基础设 施的基石。 国防与卫星通信需求：推动射频技术向氮化镓转型 从市场出货量来看，硅基射频技术凭借成本优势和高集成度，目前仍占据主导地位。但在硅基技术难 以突破的高功率、高频段应用场景中，以氮化镓为代表的化合物半导体正不断扩大市场份额 ...

Group 1: AI Sector Developments - Nvidia's potential $100 billion investment in OpenAI has reportedly collapsed, indicating a rift between two major players in the AI industry [3][7] - OpenAI is exploring other significant investments, with a valuation of approximately $830 billion to fund next-generation AI models, raising concerns about circular deals within the AI ecosystem [3] Group 2: U.S. Government and Monetary Policy - The U.S. federal government is confirmed to shut down at midnight due to Congress's failure to pass appropriations legislation, affecting various agencies and services [4][7] - Larry Kudlow has endorsed Kevin Warsh for the Federal Reserve, suggesting a potential shift towards lower interest rates, which could be influenced by productivity gains from AI [5][7] Group 3: Housing Market Dynamics - President Trump has sparked debate by expressing a desire to keep housing prices high while advocating for lower mortgage rates, raising questions about the feasibility of improving affordability without reducing home prices [6][7] Group 4: Geopolitical Tensions - Saudi Arabia is concerned about President Trump's threats against Iran, indicating ongoing geopolitical tensions in the Middle East [9] - Venezuelan opposition leader María Corina Machado has reiterated her presidential ambitions, highlighting the volatile political landscape in Venezuela [9]

Over the last few months I have mentioned multiple times my intention to pile up some cash, and this is what I did. I don’t think there are currently many opportunities to seize; therefore, I am waiting on the sidelines. However, as the cash pile getsPassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand my k ...