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Camzyos Shows Promise in Adolescent Trial Bristol Myers Squibb reported positive adolescent Camzyos data on Mar 29, 2026; HCM affects ~0.2% of the population, so pediatric upside is strategic but limited.

πŸ₯ Camzyos Shows Promise in Adolescent Trial

fazen.markets/en/camzyos-shows-promise...

#healthcare #FazenMarkets

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Micron's HBM4 Enters Mass Production with Nvidia Micron began HBM4 mass production on Mar 29, 2026 (Yahoo); TrendForce reports HBM ASPs up 15% YoY in 2025 and Yole forecasts ~$6bn HBM market by 2030.

πŸ’» Micron's HBM4 Enters Mass Production with Nvidia

fazen.markets/en/micron-hbm4-enters-ma...

#tech #FazenMarkets

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Merck’s Winrevair Meets Primary Endpoint Merck announced on Mar 29, 2026 that Winrevair met its primary endpoint in a heart failure trial; HF affects ~64M people globally and >1M US hospitalizations annually.

πŸ₯ Merck’s Winrevair Meets Primary Endpoint

fazen.markets/en/merck-winrevair-meets...

#healthcare #FazenMarkets

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Visa Outruns Mastercard on Recession Resilience Visa posted 11% revenue growth and $14.2bn FCF in FY2025 (Visa 10-K, Feb 2026), vs Mastercard's 8% growth and $10.1bn FCF, highlighting differing recession resilience.

πŸ“ˆ Visa Outruns Mastercard on Recession Resilience

fazen.markets/en/visa-outruns-masterca...

#equities #FazenMarkets

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Pentagon Readies Weeks of Ground Ops in Iran Report (Mar 29, 2026): Pentagon preparing 'weeks' of ground ops in Iran; two university campuses struck and initial Marines have deployed, raising near-term energy and security risks.

🌍 Pentagon Readies Weeks of Ground Ops in Iran

fazen.markets/en/pentagon-readies-week...

#geopolitics #FazenMarkets

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Houthis Open New Front at Bab al-Mandeb Houthis escalated operations at Bab al-Mandeb on Mar 29, 2026; closure risks disrupting routes carrying ~12% of global seaborne trade and ~4.8 mb/d of oil (UNCTAD, IEA).

🌍 Houthis Open New Front at Bab al-Mandeb

fazen.markets/en/houthis-open-new-fron...

#geopolitics #FazenMarkets

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Microsoft Slides 32% in Five Months; Mag-7 Lags Microsoft has dropped 32% over five months (Fortune, Mar 29, 2026); Magnificent Seven account for ~33% of S&P 500 market cap (S&P DJI, Dec 31, 2025).

πŸ’» Microsoft Slides 32% in Five Months; Mag-7 Lags

fazen.markets/en/microsoft-slides-32pc...

#tech #FazenMarkets

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Goldman Sachs: Oil Supply Shocks Elevate Risk Premium Goldman Sachs (Mar 29, 2026) flags spare capacity near 1.5 mb/d and Brent around $90/bbl, lifting the oil-market risk premium and volatility outlook.

β›½ Goldman Sachs: Oil Supply Shocks Elevate Risk Premium

fazen.markets/en/goldman-sachs-oil-sup...

#energy #FazenMarkets

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BofA Sees Weak Stocks, Bonds; Strong Dollar BofA warned on Mar 29, 2026 that stocks and bonds face weakness into Q2; Fed policy rate ~5.25% and DXY ~4% YoY reinforce cross-asset headwinds.

πŸ›οΈ BofA Sees Weak Stocks, Bonds; Strong Dollar

fazen.markets/en/bofa-sees-weak-stocks...

#macro #FazenMarkets

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Pony AI Rating Reiterated by Goldman Sachs Goldman Sachs reiterated its Pony AI rating on Mar 29, 2026, per Investing.com, citing robotaxi rollout and modeled multi-fold fleet growth; investors should scrutinize unit economics.

πŸ“ˆ Pony AI Rating Reiterated by Goldman Sachs

fazen.markets/en/pony-ai-rating-reiter...

#equities #FazenMarkets

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Markets Price U.S. Rate Hikes as Oil Rally Persists Markets priced a ~35% chance of a June Fed hike as Brent approached $92/bbl on Mar 29, 2026, shifting yields, FX, and sector leadership.

πŸ›οΈ Markets Price U.S. Rate Hikes as Oil Rally Persists

fazen.markets/en/markets-price-us-rate...

#macro #FazenMarkets

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Emerging Markets Attract Contrarian Buyers After Selloff Contrarian funds bought ~$1.8bn into EM equities in the week to Mar 27, 2026, as MSCI Emerging Markets fell ~11% YTD to Mar 27, 2026, creating selective entry points for value allocators.

πŸ“ˆ Emerging Markets Attract Contrarian Buyers After Selloff

fazen.markets/en/emerging-markets-cont...

#equities #FazenMarkets

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Gold Rises as Iran Conflict Boosts Mining Stocks Gold climbed to $2,160/oz (+1.9%) on Mar 29, 2026; GDX rose ~5.6% that week, signaling elevated flows into miners and bullion as geopolitical risk repriced assets.

πŸ₯‡ Gold Rises as Iran Conflict Boosts Mining Stocks

fazen.markets/en/gold-rises-iran-confl...

#commodities #FazenMarkets

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Yahoo CEO Jim Lanzone Pursues AI-Led Turnaround Jim Lanzone on Mar 29, 2026 pushes AI after Yahoo's 2017 sale for $4.48bn and 2021 $5bn transfer; CEO calls the turnaround a 'white whale' and cites Anthropic's Scout.

πŸ’» Yahoo CEO Jim Lanzone Pursues AI-Led Turnaround

fazen.markets/en/yahoo-ceo-jim-lanzone...

#tech #FazenMarkets

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Amazon Chip Division Loses Second Senior Executive Amazon's chip group recorded a second senior exit on Mar 29, 2026 (Yahoo Finance); AWS held ~33% of global cloud market in Q4 2025 (Synergy), raising execution risk.

πŸ’» Amazon Chip Division Loses Second Senior Executive

fazen.markets/en/amazon-chip-division-...

#tech #FazenMarkets

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World Cup Fan Sells House for Tickets 62-year-old English fan plans to sell a second home to fund his 10th World Cup trip (June 11–July 19, 2026); tournament expands to 48 teams and 104 matches (FIFA).

πŸ›οΈ World Cup Fan Sells House for Tickets

fazen.markets/en/world-cup-fan-sells-h...

#macro #FazenMarkets

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Ethereum Project Targets Layer-2 Fragmentation New protocol announced Mar 29, 2026 aims to unify 20+ Layer-2s and addresses $22.5bn TVL in L2s (L2Beat Mar 26, 2026), with potential to cut cross-rollup friction.

β‚Ώ Ethereum Project Targets Layer-2 Fragmentation

fazen.markets/en/ethereum-project-targ...

#crypto #FazenMarkets

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Financial Adviser Non-Disclosure Raises Trust Risk MarketWatch (Mar 29, 2026) highlights undisclosed revenue-sharing by an adviser; 12b-1 fees can be up to 1% under Investment Company Act rules, raising conflict concerns.

πŸ›οΈ Financial Adviser Non-Disclosure Raises Trust Risk

fazen.markets/en/financial-adviser-non...

#macro #FazenMarkets

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Fed Decision Boosts Two Dividend Stocks Following the Fed's March 2026 decision (target 5.25%-5.50%), headline yields on select equities rose into the 4.0%-5.5% range, creating fresh relative-value opportunities for income allocators.

πŸ“ˆ Fed Decision Boosts Two Dividend Stocks

fazen.markets/en/fed-decision-boosts-t...

#equities #FazenMarkets

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Patrice Motsepe Pledges to Respect CAS Ruling Patrice Motsepe vowed on Mar 29, 2026 to implement the CAS decision over the AFCON final dispute; a CAS ruling in weeks would shape sponsor and broadcaster liabilities.

πŸ›οΈ Patrice Motsepe Pledges to Respect CAS Ruling

fazen.markets/en/patrice-motsepe-pledg...

#macro #FazenMarkets

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Tiger Woods Arrest Shakes Sports Sponsors Tiger Woods arrested Mar 29, 2026; this is his fourth auto incident and second DUI. Sponsors face measurable short-term equity volatility (commonly 1–5%) as legal and corporate responses unfold.

πŸ“ˆ Tiger Woods Arrest Shakes Sports Sponsors

fazen.markets/en/tiger-woods-arrest-sp...

#equities #FazenMarkets

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Wall Street Prices 'Grind Lower' for Stocks Banks pitch trades for a 3–8% slow selloff as Iran conflict enters its 5th week (Bloomberg, Mar 29); option-income strategies and defined-loss overlays gain traction.

πŸ“ˆ Wall Street Prices 'Grind Lower' for Stocks

fazen.markets/en/wall-street-prices-gr...

#equities #FazenMarkets

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Back-up Care Expands to Pets and Eldercare About 20% of large employers now offer paid backup pet care (CNBC, Mar 29, 2026); Mercer found 42% provide childcare/eldercare backup in 2025 β€” adoption is up 45% vs 2022.

πŸ₯ Back-up Care Expands to Pets and Eldercare

fazen.markets/en/backup-care-expands-p...

#healthcare #FazenMarkets

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Jefferies CEO Rich Handler’s 20 Internship Commandments Jefferies CEO Rich Handler issued 20 tips on Mar 29, 2026; Jefferies manages $8.2bn AUM. Track intern-to-offer and 12-month retention to gauge impact.

πŸ“ˆ Jefferies CEO Rich Handler’s 20 Internship Commandments

fazen.markets/en/jefferies-ceo-rich-ha...

#equities #FazenMarkets

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Iran Conflict Drives Markets as Jobs, Nike Loom Iran-related hostilities lifted Brent to the high $80s on Mar 27–29; US payrolls due Apr 3, 2026 (BLS) and Nike reports Apr 2, 2026 could reprice volatility and rates.

πŸ“ˆ Iran Conflict Drives Markets as Jobs, Nike Loom

fazen.markets/en/iran-conflict-drives-...

#equities #FazenMarkets

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Trump Proposes Direct Payments to Replace Obamacare Trump on Mar 29, 2026 proposed replacing Obamacare with direct payments; US health spending was 18.3% of GDP in 2022 and ACA marketplaces enroll ~13–14M (CMS).

πŸ₯ Trump Proposes Direct Payments to Replace Obamacare

fazen.markets/en/trump-direct-payments...

#healthcare #FazenMarkets

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Israeli Police Block Cardinal at Holy Sepulchre On Mar 29, 2026 Israeli police blocked a Catholic cardinal at the Holy Sepulchre during Palm Sunday; immediate tourism and municipal risks prompt investor monitoring of occupancy and footfall data.

🌍 Israeli Police Block Cardinal at Holy Sepulchre

fazen.markets/en/israeli-police-block-...

#geopolitics #FazenMarkets

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Eli Lilly Expands AI Push with $4.5bn Insilico Deal Eli Lilly announced a reported up-to-$4.5bn Insilico AI drug-discovery deal on Mar 29, 2026; track IND filings and milestone pacing to assess value.

πŸ₯ Eli Lilly Expands AI Push with $4.5bn Insilico Deal

fazen.markets/en/eli-lilly-expands-ai-...

#healthcare #FazenMarkets

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Trump Homebuying Ban Risks Bigger Real-Estate Deal Trump's Mar 29, 2026 proposal could affect institutional buyers holding ~200k SFR units and touch a ~$45T housing asset base, per CNBC and Fed data.

πŸ›οΈ Trump Homebuying Ban Risks Bigger Real-Estate Deal

fazen.markets/en/trump-homebuying-ban-...

#macro #FazenMarkets

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Menashe Zalka Video Sparks Geopolitical and Reputational Risk Al Jazeera (29 Mar 2026) published footage showing Menashe Zalka in southern Lebanon; this creates immediate reputational risk with potential sponsor and media revenue impacts over the next 72 hours.

🌍 Menashe Zalka Video Sparks Geopolitical and Reputational Risk

fazen.markets/en/menashe-zalka-video-s...

#geopolitics #FazenMarkets

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