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FEATURED ANALYSIS

  • Monetary Policy

    The ECB Rate Hike: 2.5% Against an Oil Shock, With the Lesson of 2022 in Hand

    The ECB raised all three rates by 25 basis points, its second hike of 2026, as energy pushed euro area inflation to 3.3 per cent. Inside the projections that show core above headline by 2027,…

    September 10, 2026

EDITOR’S PICKS

  • Fixed Income

    The Treasury Becomes a Buyer: $6 Billion Bond Buybacks Meet a Three-Year Yield High

    September 9, 2026
  • Geopolitical

    The US-Canada Trade War Goes Kinetic: Smoot-Hawley’s Ghost and a C$27.6 Billion Answer

    September 9, 2026
  • Private Markets

    The Apollo Atlantic Aviation Deal: KKR Doubles Its Money Without Selling Out

    September 4, 2026

LATEST ANALYSIS

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  • Macro & Economy
    September 4, 2026

    August Jobs Report: 162,000 Jobs and the Revision That Erased the Slowdown

  • Equities
    September 3, 2026

    Lululemon Q2 Earnings: The $134.5 Million Refund Behind a 15 Per Cent Fall

  • Equities
    September 3, 2026

    Broadcom AI Revenue Tripled to $16.7 Billion. The Stock Fell Anyway.

  • Geopolitical
    September 2, 2026

    The Escalation Paradox: Strait of Hormuz Oil Flows Hit a Wartime Record as Brent Nears $95

  • Equities
    September 1, 2026

    Shein’s Hong Kong IPO: A $100 Billion Story Lists at $26.5 Billion

  • Private Markets
    August 31, 2026

    The $17 Billion Aon USI Acquisition: KKR Finds the Exit Private Equity Has Been Missing


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EQUITIES 19 MONETARY POLICY 19 MACRO & ECONOMY 15 MARKET SHOCKS 13 GEOPOLITICAL 12 PRIVATE MARKETS 9 CRYPTO & DIGITAL ASSETS 7 COMMODITIES & ENERGY 6 FIXED INCOME 3


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