... to pay significantly more for each unit of corporate earnings, indicating an unrealistic optimism. Historically, periods of high CAPE values have been succeeded either by long-term stagnation or substantial market declines. Why is the S&P 500 CAPE So High? The rise in the CAPE ratio has been driven by several factors: Record Levels of the Stock Market – the S&P 500 has set multiple new highs in 2024. Investor Optimism – expectations of ongoing economic growth and declining Federal Reserve rates are fueling demand for stocks. Growth in the Technology Sector – ...

... substantial amounts into promising firms (e.g. Meta acquired a 49% stake in Scale AI for $14.8 billion). This uptick in exits provides venture funds with much-anticipated opportunities to profitably realize their investments. AI Investments Reach New Records Investment in artificial intelligence continues to set new highs. Following a series of mega-rounds in 2024, the trend has only intensified in 2025. A prime example is AI solutions startup Glean, which raised $150 million just nine months after its previous round, doubling its valuation to $7.2 billion. Even ...

... The Central Bank is tightening control, revoking licenses from banks, and leading players are increasing deposit rates to a record 24%. How will these measures affect the financial stability of banks, their profitability and attractiveness to investors?... ... consequences of the current situation, forecasts for the banking sector and possible strategies for investors in the context of a high key rate. High Stakes and Revoked Licenses: What Awaits the Banking Sector in Russia? The banking services sector in Russia ...

... deficit, which contributed to the growth of the national debt. With his return to power, Trump may again offer tax breaks and business support programs in an effort to stimulate the domestic economy. However, experts note that against the backdrop of a record debt of $36 trillion and high interest rates, such a policy could only worsen the debt problem. To avoid a worsening crisis, Trump will likely have to revise budget spending and seek compromises to reduce the debt burden. Otherwise, a further increase in debt could destabilize ...

... oil market continues to feel pressure from rising supply and slowing demand: Brent crude prices hold around the mid-$60 per barrel mark, reflecting a fragile balance of factors. The European gas market remains stable: gas storage levels in the EU near record highs, providing a buffer ahead of winter and keeping prices at a moderate level. The global energy transition is gaining momentum – many countries are seeing new records in generation from renewable sources, although traditional resources are still ...