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• Weekly Commentary: Bond Yield Breakout SeekingAlpha

  Crude surged another $6.82 this week to $89.31 - the high back to May - while boosting y-t-d gains to 55%. Read more here.

• China's AI Boom Is Powering Its Exports, But Can It Carry The Economy? SeekingAlpha

  China’s export engine remains strong, helped by demand tied to the AI boom. TD Asset Management's Haining Zha discusses what that means for investors and for AI investment opportunities.

• A New Round Of Tariff Woes: Disturbing But Not Disruptive (For Now) SeekingAlpha

  Just when it seemed the summer break was within reach, a new round of trade tensions is already looming.

• Demand For Consumer Services Has Been Volatile So Far In 2026 Due To Middle East War SeekingAlpha

  Following the outbreak of war in the Middle East on 28 February, oil prices rose sharply and travel was disrupted due to safety concerns. Read more here.