Federal Reserve policy stance United States; no move through middle of next year

Federal Reserve policy stance United States; no move through middle of next year Riding the AI Wave: Megacap Tech and the Fed | Goldman Sachs Riding the AI Wave: Megacap Tech and the Fed After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. ...

May 1, 2026

Novartis announces new API facility in Morrisville, North Carolina; end-to-end US production

Novartis announces new API facility in Morrisville, North Carolina; end-to-end US production Novartis finalizes US manufacturing and R&D expansion plan with seventh new facility | Novartis At one-year mark, company has progressed all components of US investment plan to support delivery of innovative medicines to US patients New active pharmaceutical ingredients facility in North Carolina to enable end‑to‑end manufacturing for all advanced technology platforms in US – a first in company’s history ...

April 30, 2026

Julius Baer CIO strategy for uncertain markets, global markets; Gold reserves near 30% of central banks

Julius Baer CIO strategy for uncertain markets, global markets; Gold reserves near 30% of central banks Geopolitics, gold, and global equities: Our CIO’s strategy for uncertain markets | Julius Baer An equity investor who has not reviewed the value of their investments since the outbreak of the war would, based on market performance alone, find it difficult to infer what has transpired in the Middle East in the interim. That is unless their portfolio includes direct or indirect exposure to oil & gas. Both the S&P 500 Index and the Nasdaq Composite Index have fully recouped their losses since the start of the Iran war, reaching new record highs. Global equities have followed suit, building on their strong performance at the beginning of the year. ...

April 28, 2026