Market Analysis
Opinionated, data-backed coverage across all asset classes
Crypto9h ago
From Treasuries to Basis Trades: Stablecoin Design Has Fractured
The original stablecoin was cash-like and boring. Now tokens are backed by Treasury yields, basis trades, and tranched risk. Here's how to spot the difference between a glitch and a collapse.
Earnings9h ago
SICO Sees Al Rajhi Q2 Profit at SAR 3.34B
SICO Bank targets Al Rajhi Q2 net profit at SAR 3.34 billion with sector margins under pressure from tighter liquidity conditions.
Stocks9h ago
Europe and China Offer Two CLM Models. The US Offers None.
The EU's AI Act classifies by risk; China requires approval; the US has none. CLM disinformation surged in 2024 elections, deepening power asymmetries.
