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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Baker Street Reached $21B AUM Without a Single Acquisition
Stocks7d ago

Baker Street Reached $21B AUM Without a Single Acquisition

Baker Street Advisors reached $21B growing 12% a year without acquisitions. CEO Chris Wilkens on the AMG stake and the 'more commas' tech boom.

Delhi Police files FIR on pellet gun complaint after Rahul Gandhi sit-in
Stocks7d ago

Delhi Police files FIR on pellet gun complaint after Rahul Gandhi sit-in

Congress leader Rahul Gandhi ended his sit-in after Delhi Police registered an FIR over pellet gun injuries sustained during the July 20 CJP protest. The Supreme Court is investigating.

Hackers Use 2,000 Hacked WordPress Sites to Steal Crypto
Crypto7d ago

Hackers Use 2,000 Hacked WordPress Sites to Steal Crypto

Check Point Research uncovered a campaign using nearly 2,000 compromised sites to trick crypto holders into running malware that steals wallet seeds and credentials. Over 6,000 IPs infected.

Dollar Slides as Treasury Steps In to Cap Long-Term Yields
Forex7d ago

Dollar Slides as Treasury Steps In to Cap Long-Term Yields

The Dollar Index hit a three-month low after Washington doubled buybacks of long-term bonds. EUR/USD climbed above 1.17. Traders said the move signals a political limit on borrowing costs.

The Dollar: Debt-Crisis Fears Test the Greenback
Forex7d ago

The Dollar: Debt-Crisis Fears Test the Greenback

Debt-crisis fears are testing the dollar as Treasury yields stabilize. Two historic parallels — Japan and the UK — show what happens when fiscal policy clashes with the central bank.

Dollar Selloff Broadens as Markets Shift to Fiscal Concerns
Forex7d ago

Dollar Selloff Broadens as Markets Shift to Fiscal Concerns

UBS and DBS argue Treasury's buyback redistributes financing, not reduces it. Dollar weakness spreads across G10 as yields fail to provide support.

Anchorage Digital CEO: AI Agents Will Become First-Class Economic Actors
Crypto7d ago

Anchorage Digital CEO: AI Agents Will Become First-Class Economic Actors

Anchorage Digital CEO Nathan McCauley says AI agents need full bank accounts, not just payment rails, as the bank's Agentic Banking platform targets autonomous transaction execution.

Japan's First New Crypto Exchange in Four Years: Laser Digital
Crypto7d ago

Japan's First New Crypto Exchange in Four Years: Laser Digital

Nomura's Laser Digital becomes Japan's first new crypto exchange since 2022, paving way for institutional trading and future crypto ETFs.

Mangaluru railway zone shift set for Oct 1, 2026
Stocks7d ago

Mangaluru railway zone shift set for Oct 1, 2026

Mangaluru's railway region will unify under South Western Railway from Oct 1, 2026, ending a split across two zones. MP Chowta said the change reduces jurisdictional hurdles and should speed up passenger complaint resolution.

Vembu Technologies targets ₹500 crore India revenue in five years
Stocks7d ago

Vembu Technologies targets ₹500 crore India revenue in five years

The Chennai-based backup firm sees India contributing roughly ₹500 crore in five years, driven by DPDP compliance demand and a ₹100 crore investment push.

Binance Opens Exchange to AI Trading Agents
Crypto7d ago

Binance Opens Exchange to AI Trading Agents

Binance Agent OS lets ChatGPT, Claude Code, Codex and Cursor trade crypto directly. Users control permissions and can revoke access. Coinbase and Kraken offer similar tools.

Vistra Stock: EBITDA Up 30%, Price Down 28%
Commodities7d ago

Vistra Stock: EBITDA Up 30%, Price Down 28%

Vistra's Q2 EBITDA rose 30% while the stock fell 28% over 12 months. Analyst targets range $106-$313. ERCOT forward prices are the key.

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