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FEATURED ANALYSIS

  • Equities

    Alphabet Q3 2026 Earnings: A Historic 12.6 Per Cent Fall as Microsoft Accelerates

    Alphabet Q3 2026 earnings missed on an $8.2bn SpaceX markdown and negative free cash flow, and the shares fell 12.6 per cent, the worst day since listing, while Microsoft rose on 48 per cent Azure…

    October 29, 2026

EDITOR’S PICKS

  • Monetary Policy

    The Fed Rate Decision of October 2026: A 10-2 Hold With a December Question

    October 28, 2026
  • Private Markets

    The SpaceX Apollo Chip Financing: $40 Billion and a New Asset Class

    October 27, 2026
  • Private Markets

    The Data Centre Financing Machine: Off the Balance Sheet, Into the System

    October 26, 2026

LATEST ANALYSIS

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    The EQT Qiagen Takeover: A 10 Billion Euro Test of Private Capital

  • Equities
    October 22, 2026

    China’s CSI 300 Enters a Bear Market: Ten Weeks of Selling Meet a 4.5 Per Cent Economy

  • Equities
    October 22, 2026

    Tesla Q3 2026 Earnings: A 48 Cent Beat, a 56 Per Cent Profit Fall and the Super Intelligence Pivot

  • Equities
    October 22, 2026

    Netflix Q3 2026 Earnings: A Beat at a 26-Month Low, 1,000 Layoffs and the Advertising Miss

  • Commodities & Energy
    October 22, 2026

    Why Is Gold Falling When Inflation Is Hot? Real Rates, a Hiking Fed and the Quiet ETF Bid


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