After 3 stagnant years of sub-1% earnings growth, Euro area corporate earnings are hitting a positive inflection point. Consensus now projects 17% earnings growth in 2026 and 10% in 2027. US & Asia ex-Japan still lead absolute earnings growth globally, but Euro area Industrials and Financials offer high-conviction cyclical upside to round out multi-asset portfolios.
The Bank of Japan’s interest rate trajectory is undergoing a significant policy recalibration. Forecasts have shifted from expecting just one additional rate hike to two rate hikes before the end of 2026. The structural era of cheap Yen shorts is giving way to a new macroeconomic reality where domestic Japanese yield dynamics will directly influence global institutional asset flows.
Build the digital identity, transaction logging, and registry stacks first. When you turn unrecorded operating history into verifiable data, inclusion happens automatically.
Treasury buybacks smooth secondary market friction, but they don't change macro gravity. Plan your capital structure around sticky, range-bound long-term borrowing costs
Financing is part of a company’s long-term development journey. Advisers who solve the funding structure first, not last, will lead the next cycle in regional capital markets
🇨🇳 A Chinese EV just broke Bugatti's all-time speed record. 308 mph on a battery.
The Chiron held that record for 6 years with a 1,600 hp W16 and BYD cleared it with 4 electric motors.
The crown is Chinese now.
The Framework 13 Pro is one of the most beautiful laptops I have seen - new screen, repairable, cnc aluminum chasis, new speakers, and forever battery life
Introducing: PlayerZero
The world's first Engineering World Model that puts debugging, fixing, and testing your code on autopilot.
We've raised $20M from Foundation Capital, @matei_zaharia (Databricks), @pbailis (Workday), @rauchg (Vercel), @zoink (Figma), @drewhouston (Dropbox), and more
PlayerZero frees up 30% of your engineering bandwidth by:
1. Finding the root cause for bugs & incidents in minutes that engineering teams take days to identify.
2. Predicting in minutes, edge case issues that a 300-person QA team would take weeks to find.
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Here's why this matters:
No one in your org has a complete picture of how your production software actually behaves.
Support sees tickets. SRE sees infra. Dev sees code. Each team builds their own fragmented view - and none of these systems talk to each other. When something breaks, everyone scrambles to stitch the picture together by hand.
PlayerZero connects all of it into a single context graph -
→ The Slack thread where your lead said "we went with X because Y fell apart in prod last time"
→ The PR review where an engineer explained the tradeoff
→ The lifetime history of your CI/CD pipeline, observability stack, incidents, and support tickets
So you can trace any problem to its root cause across every silo.
And it compounds. Every incident diagnosed teaches the model something new. The longer it runs, the deeper it understands - which code paths are high-risk, which configurations are fragile, which changes tend to break which customer flows.
So when you sit down to debug a live issue, you have your entire org's collective reasoning and production memory behind you - instantly.
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Zuora, Georgia-Pacific, and Nylas have reduced resolution time by 90% and caught 95% of breaking changes and freeing an average of $30M in engineering bandwidth.
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Our guarantee:
If we can't increase your engineering bandwidth by at least 20% within one week, we'll donate $10,000 to an open-source project of your choice.
Book a demo - https://t.co/dH1dulIwSS
In Northern Ghana, hundreds of women accused of witchcraft live in exile.
Their voices are at the center of the exhibition 'Ghana: Branded for Life'. As many of them say: “I’m not a witch.”
Explore their stories and experiences through this virtual exhibition.