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Europe: Anti-Immigration Vs More Negative Demographics
May 22, 2026 8:12 AM UTC
A significant demographic tremor is gaining speed and breadth - globally. Just as politics – certainly in the west - is framed around ending or at least reducing and controlling immigration, it seems that the populists at the helm of such thinking are not considering the ramifications of such a
U.S. May ISM Manufacturing - Supported by AI, inflationary pressures pause
June 1, 2026 2:27 PM UTC
May’s ISM manufacturing index at 54.0 is stronger than expected, up from 52.7 in April and the highest since May 2022. This is consistent with several other manufacturing surveys, notably the S and P national survey, and suggests the manufacturing sector is gaining momentum, most likely fueled by
AI Labs IPO Fever
June 1, 2026 12:58 PM UTC
· Space X could get an initial good reception, but then go flat waiting for the Open AI and Anthropic IPO’s. Space X is an AI enterprise play rather than space and xAI is lagging. This could mean a modest correction in the U.S. equity market at some stage in the summer, but then the