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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Week Ahead: Warsh at Jackson Hole, Treasury Buyback Reshapes Dollar
Forex6d ago

Week Ahead: Warsh at Jackson Hole, Treasury Buyback Reshapes Dollar

Fed Chair Warsh speaks Wednesday as Treasury doubles bond buyback, sending dollar to 98.55. Tokyo CPI, Canada Q2 GDP, and US-Canada trade fallout in focus.

Cities With High and Low Combined Childcare and Housing Costs
Stocks6d ago

Cities With High and Low Combined Childcare and Housing Costs

National average: 52% of income. In San Jose, families spend 83%. Redfin and Winnie break down where housing and childcare cost the most — and least.

Regulation: Protecting Incumbents and Suppressing Competition
Stocks6d ago

Regulation: Protecting Incumbents and Suppressing Competition

A new analysis argues that regulations from banking to waste removal create state-enforced cartels, shielding incumbents from competition and raising costs for consumers.

Wuxi Symphony Orchestra Debuts at Slovenia's Ljubljana Festival
Stocks6d ago

Wuxi Symphony Orchestra Debuts at Slovenia's Ljubljana Festival

The Wuxi Symphony Orchestra performed at the Ljubljana Festival on Aug. 20, receiving a standing ovation from the audience, a first for a Chinese orchestra in the festival's history.

Iran Blasts U.S. Sanctions as 'Extraterritorial Sovereignty'; Oil Steady
Macro6d ago

Iran Blasts U.S. Sanctions as 'Extraterritorial Sovereignty'; Oil Steady

Iran's foreign ministry condemned new U.S. sanctions as an assertion of extraterritorial sovereignty. Oil finished the week up 5% as Bessent vowed 'greatest coordinated economic isolation' on Monday.

Indonesia 7.7 Quake Kills 47, 2,000 Evacuated on Flores
Stocks6d ago

Indonesia 7.7 Quake Kills 47, 2,000 Evacuated on Flores

A 7.7-magnitude earthquake on Flores killed 47 and displaced 2,000. The region hosts Apple suppliers; the Port of Maumere faces structural inspection Thursday.

Sliding door delays ground high-margin business-class seats
Stocks6d ago

Sliding door delays ground high-margin business-class seats

Certification delays for sliding doors on business-class suites are leaving aircraft stuck at factories and costing airlines millions. United, Boeing, and others face ongoing hurdles.

Toyota's EV expansion accelerates as bZ sales jump 89% this year
Stocks6d ago

Toyota's EV expansion accelerates as bZ sales jump 89% this year

Sales of Toyota's bZ midsize SUV are up 89% this year. With seven consumer EVs planned by 2027 – four more than Tesla – the world's largest automaker is accelerating while rivals retreat.

OpenAI’s Chief Economist on the Skill Set AI Research Requires
Stocks6d ago

OpenAI’s Chief Economist on the Skill Set AI Research Requires

Ronnie Chatterji, OpenAI's chief economist, explains why his team needs people comfortable with uncertainty as AI research questions evolve faster than ever.

Crypto Exchanges Chase New Revenue as Spot Trading Fees Dry Up
Crypto6d ago

Crypto Exchanges Chase New Revenue as Spot Trading Fees Dry Up

Coinbase, Gemini, and Bullish all reported lower Q2 trading income. Each is chasing different revenue streams — stablecoins, prediction markets, and tokenized securities — as spot fees shrink.

Kerala GI handlooms see initial boost fade into long-term decline
Stocks6d ago

Kerala GI handlooms see initial boost fade into long-term decline

A CSIR-NIIST study of four GI-tagged Kerala handloom products finds initial sales and wage gains reversed over time, as powerloom competition and demographic pressures eroded the tag's economic value.

Disney to drop spouse coverage if employer offers insurance
Stocks6d ago

Disney to drop spouse coverage if employer offers insurance

Disney will cut spouse health coverage for those with access to their own employer's plan starting 2027. An advisor called it an extreme cost-control move.

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