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Sonali Basak on Muck Rack

Sonali Basak

  • Chief Investment Strategist, iCapital
  • None, Bloomberg News, Bloomberg Television
New York
As seen in: UOL Economia, MSN, MSN Deutschland, Bloomberg Businessweek, Bloomberg Green Daily, Bloomberg Markets Magazine, Bloomberg News, Bloomberg Television, MSN España, The Economic Times and
Chief Investment Strategist, iCapital. Former Bloomberg anchor/chief financial corspd. Views are my own. Not an offer or recommendation.  bit.ly/4wFbf
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Articles

iCapital Market Pulse: Capital Markets: Open for Business, Powered by AI

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By Sonali Basak, Dan Suzuki, Nirali Patel
| iCapital: The 19th Hole: Beyond the Green
Capital markets appear to be booming, but non-AI bond and equity issuance is actually down 3%, meaning the entire recovery rests on one unusually capital-intensive investment cycle. The five largest global equity raises accounted for 30% of issuance through July versus 8% last year, and while M&A value surged, deal count rose just 6%, a sign that a handful of large AI and infrastructure transactions are doing the work of a broad recovery.
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Tokenomics: The Economics of the AI Boom

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By Sonali Basak, Dan Suzuki, Rob Alldian
| iCapital: The 19th Hole: Beyond the Green
Cheaper AI is not necessarily bad for the AI investment thesis. The key question is whether increased usage can offset falling token prices and sustain overall AI spending. Pricing pressure is building across the AI ecosystem. Open models, enterprise cost discipline, and efficiency gains are all pushing token prices lower, which could reshape where value is captured. Portfolio construction matters more as the AI trade matures. If demand keeps pace, infrastructure spending could remain durable.
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Market Pulse: Beware the One-Hit Wonders (Second Quarter Earnings Preview)

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By Sonali Basak, Dan Suzuki, Nirali Patel
| iCapital: The 19th Hole: Beyond the Green
Another big beat ahead: A robust macro backdrop should fuel a second straight quarter of 20%+ earnings growth, with tariff refunds helping drive a 7%+ earnings surprise. The last easy beat? Underlying growth is still accelerating once you strip out one-off items, but with macro tailwinds fading in the second half, this may be what peak earnings growth looks like.
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