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Market Shifts
Retail Media Ads Have Grown Nearly 50x Over the Past Decade, Challenging the Dominance of Linear TV.
Advertising budgets are rapidly moving from linear TV to retail media and digital platforms as brands seek better returns on their marketing spend.
Market Speculation
Market Speculation
Content Strategy
Capital Allocators
“Seriously underwater” mortgages aren’t scaring some investors away from real estate
Hedge funds are raising capital to buy distressed mortgages, betting that future interest rate cuts will revive the stagnant US housing market.
Energy Transition
Market Outlook
China’s stocks riding a bull market wave with government support
Chinese stocks have entered a bull market following government stimulus and short-selling curbs, though long-term growth challenges remain.
Hospitality Trends
Social Trends
Dating apps keep getting ghosted
Match Group faces declining Tinder subscribers as Gen Z moves away from paid dating apps, while Bumble shows signs of resilience.
Market Sentiment
Consumer Finance
Gen Z’s Credit Card Debt Climbs 26% in a Decade, No Relief in Sight
Gen Z credit card debt has surged as housing and food costs pressure young consumers, who are also grappling with 'money dysmorphia' and falling credit scores.
Silicon Strategy
