Markets
Rates and central banks, stocks and earnings, commodities and currencies: where positioning is stretched and where it is balanced

Markets
Fed’s Likely 25‑bp December Hike Tilts Global Liquidity Balance
Nov 11, 2026 · 5 min read

Markets
Binance hack impact on global markets: US, euro‑area and China in focus
Nov 8, 2026 · 9 min read

Markets
AMD’s AI‑Driven Earnings Surge Rebalances U.S. Tech Equity Landscape
Nov 5, 2026 · 6 min read

Markets
Fed Holds Rates at 3.75‑4.00% as Inflation Lingers, Markets Brace for Next Move
Nov 4, 2026 · 4 min read

Markets
India FX reserves hit one‑year low, testing RBI’s rupee defence balance
Oct 30, 2026 · 4 min read

Markets
ECB’s Sudden Leadership Change Shifts Euro‑Bond and Currency Equilibrium
Oct 29, 2026 · 5 min read

Markets
SpaceX’s $40 B AI‑Chip Debt Deal Shifts the AI‑Hardware Equilibrium
Oct 26, 2026 · 5 min read

Markets
Nigeria FX inflows surge to five‑year high in March 2024
Oct 25, 2026 · 4 min read

Markets
Institutions Are Buying While Retail Panics. Read the Gap Carefully.
Oct 5, 2026 · 5 min read

Markets
No Rate Cut Likely at the First Fed Meeting. The Statement Is the Event.
Oct 4, 2026 · 4 min read

Markets
S&P 500 (SPY, VOO) Outlook This Week: Where the Equilibrium Zone Sits
Oct 2, 2026 · 4 min read

Markets
Gold and the Dollar Rising Together: What the Divergence Means
Sep 30, 2026 · 4 min read

Markets
Nasdaq Leadership: Narrow or Broadening?
Sep 28, 2026 · 4 min read

Markets
UK GDP: Services Drag in the Latest Monthly Print
Sep 25, 2026 · 4 min read