Analysis
In-depth coverage of the events, policies, and structural forces shaping global financial markets.
All 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
ALL ARTICLES
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From Cuts to Hikes: The Fed Rate Hike Repricing Before Warsh’s First FOMC
Khan Capitals | June 2026 Key Takeaways A Week That Rewrote the Path of Policy For most of the past eighteen months, the central debate…
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OPEC Production Increase Meets the Peace Trade: 188,000 Barrels Into a Falling Market
Khan Capitals | June 2026 Key Takeaways On Sunday 7 June 2026, OPEC+ delivered the most heavily anticipated supply decision of the year, and the…
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The June 2026 Crypto Deleveraging: Bitcoin Below $60,000 and Strategy’s First Sale
Khan Capitals | June 2026 Key Takeaways The most leveraged corner of global markets is usually the first to tell you when the cost of…
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SpaceX IPO Pricing: A Fixed $135, $75bn, and a Broken Playbook
Khan Capitals | June 2026 Key Takeaways The SpaceX IPO pricing announced ahead of this week’s roadshow is the moment a long-anticipated listing turned from…
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The $1 Trillion AI Semiconductor Selloff: When Good News Became Bad News
Khan Capitals | June 2026 Key Takeaways A Record Week That Broke on Friday The AI semiconductor selloff of 5 June 2026 will be remembered…
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Dell’s $51.3 Billion AI Server Backlog: The Build-Out Moves Down the Stack
Khan Capitals | June 2026 Key Takeaways A Beat Without Precedent in Enterprise Hardware Enterprise hardware is not supposed to produce results like this. The…
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The Synchronised Sovereign Rout: When Japan, UK and US Long Bonds Break Together
Khan Capitals | May 2026 Key Takeaways A Synchronised Sovereign Bond Rout, Not a Local Episode For institutional fixed-income desks, the most striking feature of…
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Nvidia’s $91 Billion Quarter: When the Bar Becomes the Beat
Khan Capitals | May 2026 Key Takeaways A Record Quarter That Nobody Cheered By any conventional metric, Nvidia’s fiscal first-quarter results, reported after the close…
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Cisco’s 25% Networking Surge: The Other AI Trade Comes Into Focus
Khan Capitals | May 2026 Key Takeaways The Number That Mattered Cisco Systems closed its fiscal third quarter on Wednesday 13 May with revenue of…
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Trump-Xi Beijing Summit 2026: The G2 Reset and What It Means for Markets
Khan Capitals | May 2026 Key Takeaways The Setup: A Summit Built for Stability, Not Breakthroughs The Beijing summit was the second face-to-face meeting between…