Nintendo: More Than a Game Maker (Orbis Investments)
Behind the headlines of each new console launch, Nintendo has been building recurring revenues and unlocking its…
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U.S. Exceptionalism Repriced: The Paramount Role of Policy Sensitivity (State Street)
The global financial landscape, which showed signs of stabilization in early 2025, was abruptly disrupted in the…
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The Big Beautiful Podcast on Tax Cuts and Tariffs (State Street)
With U.S. President Trump signing a massive fiscal expansion, and tariffs returning to the fore, could we see…
Despite Dissents, the Fed Holds for July (PGIM Fixed Income)
Tom Porcelli, PGIM's Chief U.S. Economist, reacts to the Fed's July 30, 2025 policy meeting.
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