USD/CHF grinds to 0.7600 by September 30, 2026 in the base case, 0.7400 in the bear (franc-strong) case, and 0.8050 in the bull (dollar-recovery) case, driven by a closing Federal Reserve-Swiss National Bank rate gap…
Slash hits $1.4bn as corporate-spend fintechs split paths
The corporate-spend category is splitting in two, and the clearest evidence is the gap between two April 2026 outcomes: Brex sold itself to Capital One for $5.15 billion, while rival Slash raised $100 million to…
Gold to $5,000 by Q3 2026: the central-bank…
Gold (XAU/USD) reaches $5,000/oz by September 30, 2026 in the base case, $5,400 in the bull case, and $4,200 in the bear case. The base case rests on structural central-bank reserve diversification and an eventual…