Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
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.
Claire's filed Chapter 11 twice in eight years despite brand awards. The real cause: leveraged buyouts and crushing debt. Follow the pattern that kills retail turnaround bets.
GBP/USD ignores US core PCE data as traders await Bank of England Governor Andrew Bailey's speech. His tone on rate cut timing will determine whether cable breaks 1.2600 or falls below 1.2500.
Etsy CFO Baker presented at Bernstein conference. Alpha Score 47 signals mixed sentiment. The Q&A could reset growth expectations for the online marketplace.
RBNZ official says weaker demand from higher energy costs is the key variable for how high rates go. NZD traders face two-way risk until demand data settles the debate.
Small-cap gas producer Orca Energy declares quarterly payout from Tanzania operations. The dividend may trigger a rerating for frontier-market E&P names.
Pulse Oil adopts semi-annual reporting under CBO 51-933, cutting compliance costs while reducing disclosure frequency. The move may signal a trend for TSX-Venture oil juniors.
A developer pulled a Nottingham data center proposal hours before a packed hearing. The rejection highlights a permitting bottleneck for AI infrastructure.
Iran's parliamentary security chief declares no retreat on Hormuz red lines. With 20% of global oil at risk and API inventories falling, crude faces a structural supply premium.
Rocket Doctor AI's June 3 town hall is the first public scorecard since listing. The market needs concrete physician growth and US partnership data or risk a correction.
Three Canadian founders raised millions from domestic investors after initial skepticism. The shift from 98% foreign capital to homegrown funding changes how the sector is valued.
Award-winning author Ken Liu argues the AI content boom faces a structural demand limit. The real split for investors: coding tools vs. creative writing. Sector readthrough inside.
Jim Balsillie says Canada's failure to capture intangible asset value could cost $1 trillion per year. OECD projects lowest GDP growth. Next catalyst: June policy shift.
Crypto PACs went 6-for-6 in Texas runoffs, signaling lower regulatory risk for mining and DeFi. California June primary is the next test for the sector's political influence.
Bessent says Trump Accounts app debuts Thursday. How a government savings platform could disrupt Robinhood’s cash sweep revenue and user growth.
RBNZ's Breman discussed a rate hike while voting to hold. The gap between hawkish talk and dovish action creates a data-dependent setup for NZD/USD. Next inflation report is key.
Magna Mining NICU posts $6M cash margin at McCreedy West in Q1 2026. Levack PEA due Q3 is the next binary catalyst for the stock.
Dell's $9.7B Pentagon deal consolidates Microsoft licensing, saving $422M/yr. Political ties raise long-term risk. The award signals single-vendor federal IT trend.
Visa processes 90% of on-chain crypto card payments as total spending hits $7.8B, up 230% since May 2025. The record signals real-world utility, but concentration risk looms.
Conflicting U.S.-Iran signals and pre-PCE caution keep the dollar flat. Thursday's inflation print is the next catalyst that could break the stalemate for the greenback.
SearchInsight.ai launches at $59/month to track ChatGPT, Perplexity visibility. The price tests whether mid-market demand can disrupt a sector built for enterprise budgets.
Billions traced from Kraken to ATM firms as bans widen. Bitcoin Depot bankrupt. Risk of liquidity cutoff threatens retail BTC infrastructure.
Noah's Q1 unveils six-segment split. The real test lies in overseas wealth management growth and active client mix. Full SEC filing due mid-July.