Macro
Alan Greenspan's death at 100 marks the end of an era in American finance. We examine his legacy, the 2008 crisis, and what his passing means for Fed Chair Kevin Warsh's approach to today's inflation and AI-driven productivity boom.
Macro
On Monday morning, Beijing fired a carefully calibrated shot across the bow of Washington's defense and technology establishment. China's Commerce Ministry placed 10 American companies on its export control list, barring them from receiving any dual-use items originating in China. Simultaneously, the Finance Ministry excluded
News
AbbVie's $10.9 billion acquisition of Apogee Therapeutics signals a major shift in Big Pharma strategy. The deal reveals where pharmaceutical giants believe the next decade of drug revenue is coming from—and why they're willing to pay premium prices for late-stage biotech assets.
News
There is a number that captures the audacity of what SpaceX did this week: 20. That is how many billion dollars the company is preparing to raise in its first-ever investment-grade bond sale - less than two weeks after completing the largest initial public offering in history. The rocket
Macro
There is a number that captures the significance of what Kevin Warsh did on June 17, 2026: 130. That is how many words the Federal Reserve's post-meeting policy statement contained after Warsh finished editing it - down from 341 words in the prior release, and stripped of every
News
There is a number that captures the significance of what happened in Mumbai on June 17, 2026: ten. That is roughly how many years India's National Stock Exchange has been trying to go public - a decade of regulatory battles, governance controversies, and false starts that finally ended when
Tech
SpaceX surpassed Amazon's market capitalization in just three days after its IPO debut, raising critical questions about valuation mechanics, index inclusion dynamics, and whether the market is pricing transformative technology or speculative fervor.
Tech
There is a number that captures the audacity of Fox Corporation's latest move better than any press release: 100 million. That is how many households use Roku's streaming platform - a captive audience that Lachlan Murdoch just agreed to pay $22 billion to access. The deal, announced
Macro
The Bank of Japan raises rates to 1% for the first time in 30 years, marking a historic shift in monetary policy amid global inflation concerns and geopolitical relief.
Macro
Three simultaneous macro events converge this week: the G7 summit in Evian, the expected US-Iran peace deal signing, and the Federal Reserve's first rate decision under Chair Kevin Warsh. The outcome will reshape markets.
Macro
There is a number that has been quietly repricing the entire inflation outlook for the past 48 hours: $87. That is where Brent crude settled on Friday, June 13 - the first weekly close below $90 since early March, and a drop of more than 30 percent from the $120-plus
Macro
The Producer Price Index hit 6.5% in May 2026—the highest since November 2022. With the inflation pipeline accelerating and the ECB already hiking rates, the Fed faces mounting pressure to act.