Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
ERAMET published its latest slide deck. Traders should watch for production guidance on manganese and nickel, key inputs for steel and EV batteries.
BIS Project Agora graduates from prototype to real-value cross-border payments with eight central banks. The mid-2026 live test will determine if tokenized settlement holds at scale.
AUD/USD near weekly low as RBA hike bets fade and Middle East tensions boost the safe-haven USD. Next catalyst is the RBA policy decision.
A new Adyen report reveals 33% of Hong Kong consumers went into debt due to slow insurance payouts. 52% of insurers say payout speed drives churn. Legacy systems and fraud block instant payouts.
The Bank of Korea held rates at 2.5%, matching forecasts. The wide US-Korea rate differential keeps the won structurally weak. Next catalyst is the BoK's future stance.
BOK holds rate as expected but weaker won and rising inflation point to a hike ahead. The November CPI print and won-dollar level are the next triggers.
Brent crude gains 1.81% to $96 as fresh US strikes in Iran renew supply disruption fears. Citi flags inflation spillover risk for central banks.
Brent crude gained 1.81% to $96, WTI rose 1.86% to $90.33 as U.S. strikes in Iran revived Strait of Hormuz disruption fears, pushing back against a Citi de-escalation call.
One in three Americans 50-80 report loneliness. The 82 million over-65 projection by 2050 locks in demand for AI companions. Medicare rulemaking will be the next catalyst.
ECB Chief Economist Philip Lane warns persistent wage and margin dynamics will keep core inflation elevated after energy shocks fade. Impact on EUR/USD rate differentials and the next policy decision.
PhysicsWallah halts further capital allocation to K-12 schools after ₹100 crore investment. FY26 revenue rose 35% to ₹3,900 crore. Stock trades 30% below IPO price.
Binance co-CEO Yi He ranked No. 64 on Fortune's 2026 Most Powerful Women list, the first crypto-native executive. The recognition shifts Binance's reputation risk and provides a compliance-friendly counter-narrative to CZ's legal legacy.
Red Mountain Mining exercises option for 100% of 209ha Pioneer Tungsten in Montana. Historical output 680kt ore. Drilling approvals underway. Next catalyst: initial sampling next month.
Ethereum co-founder Vitalik Buterin trades essays for fiction to explore governance models. The chapters are prototypes for fixing DAO voter apathy and treasury woes.
Robinhood's Agentic Trading launch via MCP creates regulatory ambiguity around SIPC coverage and SEC supervision. Alpha Score 35/100. Next catalyst: adoption metrics and SEC response.
Morgan Stanley warns Indian states' high welfare spending strains finances. Readthrough for HDFC Bank, Infosys, and state bond markets. Next catalyst: state budgets.
The 50+ demographic shift reshapes capital flows into healthcare, dividends, and fixed income. Watch the 10-year yield and sector earnings for confirmation of the trend.
Q1 revenue rose 13% with payments growth. FY2027 EBITDA margin target near 25% depends on operating leverage. AccessOne financing adds execution risk.
Uber now holds 36.83% of Delivery Hero after buying Aspex Management's stake, crossing the German takeover threshold. The move forces a decision: full bid or waiver.
DefiLlama now tracks Kalshi's $197M annualized revenue, revealing a CFTC-regulated platform that rivals mid-tier DeFi protocols in scale.
Belite Bio presented LBS-008 updates at Retina China 2026. The slide deck may hint at Phase 3 enrollment pace or safety trends, the key binary risk for BLTE before H2 2026 topline data.
Digital Telecom Infrastructure published its Q1 2026 slide deck, offering clues on tower demand, tenancy ratios, and capital spending. Investors should monitor utilization trends and liquidity signals.
Richard Hanania's new book argues populism ends in disaster. We examine the market risk from populist policies and what the interview may reveal.
The yen has given back half its intervention gains as the US-Japan rate differential keeps carry trades profitable. The next test is US CPI on May 15.
Treasury Secretary Bessent reinforces Trump's accusation that Gensler nearly destroyed crypto. New SEC chair Paul Atkins rolls back enforcement. Stablecoin legislation is the linchpin for durable change.
Bipartisan 15-9 Senate panel vote sends crypto market structure bill to full chamber. ETF flows diverge, Mastercard & Block expand stablecoin rails.
CUPE lowers its proposal by millions; government tables the same deal. Talks collapse without new dates. Strike expands to another home tomorrow.
SNDL abandons acquisition of 27 Ontario cannabis stores after regulatory delays. The $27.2M earmarked for the deal will fund share repurchases under a $100M buyback program.
JPMorgan Chase CEO Jamie Dimon said the bank could spend $10 billion to $20 billion on acquisitions. The shift changes the capital return calculus for JPM stock and pressures regional bank valuations.
Crypto card spending hits $7.8B monthly record, up steadily since 2024. The surge signals growing mainstream utility and could pressure traditional payment networks to adapt.