Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Kenya's Treasury Secretary denies new crypto taxes in Finance Bill 2026. KPMG warns VASPs face higher compliance costs from expanded reporting and cross-border data sharing.
Trump said the US is 'not satisfied' with Iran negotiations, delaying any deal that could add 1.2-1.5 million bpd to global oil supply. The stalemate supports crude prices and energy sector stocks.
$14B hedge fund Verition expands stock-picking. Returns over the next 18 months will reveal whether the fund can maintain alpha despite scale constraints.
The Dow gained 180 points to a record close after Middle East easing hopes triggered a risk-on rotation. The next test is oil prices and ceasefire verification.
Italy's April PPI dropped to 0.3% MoM from 4.4%, a sharp disinflation signal. The data supports a June ECB cut and weakens EUR/USD via rate differentials.
ExVul researchers detail wallet cycling attack on WUSD.fi and GLOVE pools. The exploit reveals structural risk in DeFi reward programs that could affect other protocols.
BBH sees the dollar retaining upside as the Fed stays restrictive while other central banks ease. Watch the FOMC dot plot and U.S. CPI for the next catalyst.
WTI crude slides under $90 as demand fears and a strong dollar outweigh Iran geopolitical risk, shifting focus to commodity currencies like CAD and NOK.
The CFTC and Gemini jointly ask a federal court to vacate key parts of a $5M settlement, signaling a shift in crypto enforcement. The decision could set a precedent.
Agilent raised FY26 EPS to $6.00–$6.10 after a Q2 beat, with Ignite delivering 85 bps margin expansion. China/tariff risks temper the story. Next catalyst: Q3 results.
Total crypto market cap down 3.3% to $2.45T as BTC slides 3.2%. Long liquidations up 161% and ETF outflows reach $733M. Next catalyst: oil prices.
ABN AMRO sees higher oil pressuring EUR/USD via terms of trade. The late-2026 rebound depends on crude easing or ECB shift. Traders should watch COT data for confirmation.
Disney internal documents show the Hulu app will be decommissioned after subscriber migration to Disney+. The move targets streaming unit economics and margin improvement.
A former Meta employee's advice to budget for a year of unemployment reflects a broader pattern of tech job cuts that could slow consumer spending and reshape rate expectations.
CFTC admits its Gemini enforcement was flawed after internal probe uncovered whistleblower issues and procedural breakdowns. A judge now decides if forward-looking restrictions are voided.
Italy's 10-year bond yield fell 32 bps to 3.77%, compressing the BTP-Bund spread and reducing a key headwind for EUR/USD. Next test: May auction and eurozone CPI.
South Africa's April PPI doubled to 4.8%, testing whether the SARB will hold rates higher for longer and shifting USD/ZAR positioning.
Belgium’s CPI ticked to 4.08% in May, reinforcing sticky inflation in the Eurozone and supporting EUR/USD against short-euro positioning ahead of the Eurozone CPI release.
MUFG sees the Australian Dollar entering a corrective phase against the Kiwi. Rate differential compression and fading China momentum drive the tactical shift. Next catalyst: RBA meeting.
Sterling drops third straight day against dollar and euro as Middle East tensions and domestic political concern fuel risk-off flows. Watch BOE for next move.
Ageas Federal Life Insurance puts its product suite on Policybazaar's platform, betting that digital comparison and purchase can expand reach without major tech investment.
BPCL appoints Pushp Kumar Nayar as HR director. His analytics and AI expertise may accelerate digital upskilling across the state-owned refiner's operations.
Deutsche Bank's €26.5 target at 9x P/E looks cheap, but the discount to sector peers at 12x earnings reflects structural headwinds. Q4 earnings and ECB policy are the next catalysts.
Iran's IRGC missile strike on a US airbase near the Strait of Hormuz threatens risk-off rotation. Crypto traders should monitor oil spikes and liquidation risks.
Bajaj Finserv commits Rs 2,000 crore to AI startups via Finserv Intelligence, partnering with IIT Bombay. The five-year plan aims to embed scalable tech into its lending model.
Three Samsung affiliates join Hana and Hanwha in a two-week buying spree, acquiring 14% of Dunamu. The move targets stablecoins and tokenized securities ahead of Korea's Digital Asset Basic Act.
Brent crude remains below $100, a level that caps geopolitical risk premium. Traders still see diplomacy surviving despite Strait of Hormuz escalation. Here's what breaks the oil ceiling and which FX crosses are most exposed.
JPMorgan Asset Management's EMEA CEO flags long-term dollar weakness on U.S. debt concerns. The fiscal-to-forex chain and next catalysts for traders.
Eurozone consumer confidence printed at -19 in May, matching expectations. No fresh catalyst for EUR/USD breakout. Focus shifts to ECB June 6 and US PCE May 31.
Eurozone industrial confidence matched expectations in May, removing a near-term catalyst for EUR/USD. Focus shifts to ECB policy and inflation data.