Brookfield Real Estate Co-President Ben Brown signals a shift toward optimism on the office sector, citing a recovery mode narrative as the office market begins to rebound from its pandemic-era decline. The commentary signals potential institutional rotation into real estate after years of underperformance.

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Narrative·12h ago

Iran war supply disruptions cascade through global energy and fertilizer markets

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Narrative·1d ago

Hyperscalers Commit to USD 725B AI Infrastructure Spending

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96 events · 24h·+80

Narrative·2d ago

AI capex race accelerates with infrastructure deals

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Narrative·1d ago

Chip stocks surge on AI infrastructure demand

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Narrative·7h ago

Fed Pivot Dream Fades as Sticky Inflation Halts Rate-Cut Pivot

Market expectations for a Federal Reserve rate-cut cycle have evaporated amid sticky inflation readings tied to the Iran war energy shock. Fed speaker Warsh warned that rate cuts may be further away than priced, leaving bond yields elevated and constraining growth expectations for rate-sensitive sectors.

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Narrative·12h ago

AI chip shortage deepens; memory crisis splits tech winners and losers

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