Nebius: The Bear Thesis Is Getting Weaker

Goldman Sachs signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Tuesday, July 14, 2026. Michael Nagle | Bloomberg | Getty Images Will 30% profit growth and upbeat tech guidance be enough to keep the rally going? We’ll soon find out. Third-quarter earnings season kicks into gear Tuesday…

Jeffrey Havsy is the commercial real estate industry practice lead at Moody’s Analytics, where he focuses on combining property fundamentals with economic, credit, climate, and alternative data to help lenders, investors, and operators make better decisions. He has spent his career at the intersection of economics and real estate, including roles at NCREIF and CBRE….

Two things in life are guaranteed: death and taxes. Some of us have to deal with both at the same time. You earn money and income tax takes its cut, with National Insurance following suit. You spend some of what’s left and VAT takes its share. Buying a house? Stamp duty. You sell an asset…

The West Texas Intermediate and Brent crude contracts previously rose to near-seven-week highs.

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Tenant fraud has moved firmly up the agenda for private landlords. What was once a background concern is now a frontline issue, shaped by legislative change, economic pressure and increasingly sophisticated forgery techniques. For mortgage brokers advising landlord clients, understanding this landscape — and knowing how to respond to it — is becoming an increasingly…