Escalating tariffs, Iran-related tensions, and defense spending are emerging as key drivers of volatility and higher yields.

Pharmaceutical executives are entering 2026 with renewed confidence as pricing and tariff pressures from Washington fade, lifting investor sentiment ahead of the J.P. Morgan Healthcare Conference.

President Donald Trump’s effort to broker an end to the war in Ukraine hit new uncertainty after Russian President Vladimir Putin said he would revisit Moscow’s negotiating stance following an alleged Ukrainian drone attack—claims Kyiv has dismissed as false.

The administration announced that pharmaceutical companies agreed to reduce Medicare prices on 15 high-cost drugs—changes that could save taxpayers billions when they take effect in 2027.

Henrietta Treyz, Co-Founder at Veda Partners, weighs in on the implications of the Supreme Court’s upcoming ruling on presidential tariff authority, as the EU raises concerns over the expanding list of its products facing steep U.S. metal tariffs.

Henrietta Treyz, Co-Founder at Veda Partners, weighs in on the latest developments surrounding the U.S. government shutdown.

Henrietta Treyz, Co-Founder at Veda Partners, discussed the implications of renewed U.S.–China trade relations for American agriculture following the recent summit between Presidents Xi Jinping and Donald Trump.

President Trump announced that China will lift its boycott and resume purchasing millions of tons of American soybeans under a new trade truce between the two countries. The agreement offers a much-needed boost for U.S. farmers after months of uncertainty, though the final terms remain unclear.

The Trump administration’s push to lower U.S. drug prices through direct deals with major pharmaceutical companies — including Pfizer, AstraZeneca, and EMD Serono — has drawn scrutiny over its transparency and impact.