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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Shein’s Hong Kong IPO: A $100 Billion Story Lists at $26.5 Billion
Shein priced its Hong Kong IPO at $26.5 billion, 73 per cent below its 2022 private valuation, and fell 9 per cent on debut. Inside…
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The $17 Billion Aon USI Acquisition: KKR Finds the Exit Private Equity Has Been Missing
Aon has agreed to buy USI Insurance Services from KKR for $17 billion in cash, funded entirely with debt, at 14.5 times synergised earnings. Four…
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The Week in Markets: Nvidia Delivers, the Hike Returns and a $50 Billion Deal Dies (29 August 2026)
Nvidia’s $96 billion quarter broke its post-earnings curse, hot PCE and Warsh’s Jackson Hole warning put a September hike back to a coin toss, PayPal’s…
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The Fed Rate Hike Is Back on the Table: Hot PCE Meets Warsh’s Jackson Hole Warning
Core PCE stuck at 3.3 per cent, then Warsh told Jackson Hole the Fed has “work to do”. September hike odds jumped to 46 per…
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The PayPal Takeover Collapse: How a 40 Per Cent Rally Killed the Biggest LBO Never Done
Advent and Stripe walked away from a $53 billion pursuit of PayPal, and the shares fell 12.7 per cent. Inside the deal that repriced itself…
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The Black Sea Grain Crisis: Wheat Up 51 Per Cent as Two Breadbaskets Go Offline
Wheat is up 10 per cent this week and 51 per cent this year after strikes and navigation bans took more than 90 per cent…
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Nvidia Q2 Earnings: The $96 Billion Quarter the Market Finally Bought
Nvidia grew revenue 106 per cent to $96.2 billion, guided $4 billion above consensus and tripled its AWS order book, then told investors margins are…
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The Gold Price Rally: From $4,000 to $4,700 on Record Central Bank Buying
Gold has run from $4,000 to test $4,700 in a month: 5 per cent in a week, record second-quarter central bank buying, a $40 trillion…
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Jackson Hole 2026: Warsh Takes the Podium With Neutral Already Priced In
Kevin Warsh gives his first Jackson Hole keynote on Friday, into a split mandate, a 30-year yield near 5.27 per cent and a Treasury intervention…
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“Economic D-Day”: Why Oil Fell 2.5% on the New US Sanctions on Iran
Washington called it an economic D-Day: sanctions across Iran’s oil, aviation, shipping, gold and digital asset sectors. Brent fell 2.5 per cent and gold hit…