Market Analysis
Opinionated, data-backed coverage across all asset classes
CFTC One-Man Show: Four Seats Empty as Crypto Waits on CLARITY Act
The CFTC has one voting member and four vacancies. The September 15 CLARITY Act vote will test whether the White House fills the seats, reshaping crypto oversight.
Kazakhstan Partners Binance for Central Asia Crypto-Fiat Gateway
Kazakhstan's central bank and Binance signed three MoUs for a crypto-fiat gateway, stablecoin, and license rollout, integating digital assets into the formal economy in Central Asia.
All Eyes on US CPI After BoC Hawkish Hold, Jobs Beat
Bank of Canada held rates at 2.25% with a hawkish tone on oil and tariffs. US payrolls surged 162k, pushing back rate-cut bets. Next week's CPI will decide the Fed's next move.
Canadian Household Wealth Seen Rising in Q2 as US CPI Takes Focus
Canadian household net worth likely rose in Q2 on financial asset gains. Attention shifts to US August CPI on Friday, with RBC economists forecasting a 0.4% month-on-month rise.
DefiLlama and Forgd launch token grades, warn AAA not risk-free
Uniswap's UNI holds the only AAA grade at 60.80. DefiLlama and Forgd warn the rating does not mean risk-free. It screens disclosure and market performance continuously.
Mizuho Cuts Intel Target to $92 on AI Multiple Compression
Mizuho cut Intel's target 15.6% to $92 on AI multiple compression but kept a Neutral rating, citing CPU supply constraints, agentic AI demand into 2027, and PC upgrade cycles as offsetting tailwinds.
FBI Seizes $560K in Crypto, Dismantles Hamas Online Network
Operation spanned 18 months, targeted Al Qassam Brigades financing. Seized funds may be directed to US Bitcoin Reserve after forfeiture process.
India's First Tokenized Corporate Bond Opens for Bids
REC's 5 billion rupee tokenized bond bid opens in September, settling via RBI's wholesale CBDC. Institutional holders face a three-month lock-in before trading starts.
EQT Private Equity Buys McGill and Partners Stake for $2B
EQT Private Equity agreed to buy a majority stake in specialty broker McGill and Partners for $2 billion. Steve McGill remains CEO; Warburg Pincus exits. Colleagues retain ownership stakes via a new equity plan.
Punjab fiscal risk: DA parity pledge, ₹14,191 crore arrears challenge
Punjab offers to match Centre's compensation as it fights ₹14,191 crore DA arrears order in Supreme Court. Employee unions demand withdrawal of disciplinary action before talks.
Archrock Q2: Net Income Rises as Revenue Slips, Long-Term Deal Locks Cash Flow
Archrock posts mixed Q2: revenue down to $371M, net income up to $66.7M; new 8-year contract for 665k hp locks cash flow; leverage falls to 2.6x, dividend rises 10%.
Kalshi adds BNB, Cardano, Aave perpetuals for US traders
Kalshi launched perpetual contracts for BNB, Cardano, Worldcoin, Aave and Venice Token on Sept. 4, expanding its crypto derivatives lineup for eligible U.S. traders.