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Market Analysis

Opinionated, data-backed coverage across all asset classes

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CMB.TECH Schedules Q2 2026 Results, Conference Call for Aug. 27
Commodities18d ago

CMB.TECH Schedules Q2 2026 Results, Conference Call for Aug. 27

CMB.TECH will release Q2 2026 results before markets open on Aug. 27, followed by a webcast at 8 a.m. EST. The half-year report lands Sept. 3.

Amaroq Gold Output Tops H1 Guidance, Flotation Recovery Hits 90%
Commodities18d ago

Amaroq Gold Output Tops H1 Guidance, Flotation Recovery Hits 90%

Amaroq produced ~9,000 oz in H1, above the midpoint of guidance. The new flotation circuit lifted July recoveries to 90%, from a historical 50-70%.

Bitwise CIO: Crypto valuations could double on token revenue
Crypto18d ago

Bitwise CIO: Crypto valuations could double on token revenue

Bitwise CIO Matt Hougan says crypto valuations could double as more protocols link token value to protocol revenue, citing Hyperliquid, Uniswap, Aave and Pump.fun.

French Couple Targeted Three Times by Crypto Gangs After Data Leak
Crypto18d ago

French Couple Targeted Three Times by Crypto Gangs After Data Leak

A French couple was targeted three times by home invaders seeking €1 million in crypto they never owned. The attacks followed a dark web leak of the previous owners' personal data, highlighting a dangerous shift in crypto-related crime.

Axle raises $17.5M Series A to build insurance clearinghouse
Stocks18d ago

Axle raises $17.5M Series A to build insurance clearinghouse

The insurtech startup processes $100B+ in coverage annually and says its platform cuts verification time by 20x. Base10 Partners led the round.

UK GDP Growth Slows to 0.4% as Services Carry the Load
Forex18d ago

UK GDP Growth Slows to 0.4% as Services Carry the Load

UK Q2 GDP grew 0.4% as expected, slowing from Q1. Services led while construction fell. The data keeps the BoE on a gradual path. Sterling edged higher.

Japan PPI Keeps BOJ on Track for September Hike; Norges Bank Holds
Forex18d ago

Japan PPI Keeps BOJ on Track for September Hike; Norges Bank Holds

Japan's July PPI held near 7.3% y/y, reinforcing BOJ September hike bets. Norges Bank held at 4.25%. UK GDP and US PPI also in focus.

SEC Votes Friday on First Crypto Rulemaking After Six Years of Enforcement
Crypto18d ago

SEC Votes Friday on First Crypto Rulemaking After Six Years of Enforcement

The SEC votes August 14 on Regulation Crypto, a 400-page proposal with three pathways for token issuance and a safe harbor for decentralized tokens. The vote is the first formal rulemaking after six years of enforcement.

US Depletes Third of Stand-Off Missile Stocks in Iran War
Stocks18d ago

US Depletes Third of Stand-Off Missile Stocks in Iran War

US has used a third of its JASSM, Tomahawk and interceptor stocks fighting Iran, while Iran fires $20,000 drones. The cost gap pressures defense contractors like RTX, BA, LMT.

Arizona Crypto ATM Refund Law Recovers $171K for 35 Victims
Crypto18d ago

Arizona Crypto ATM Refund Law Recovers $171K for 35 Victims

Arizona's crypto ATM fraud law refunded $171,332 to 35 victims since Sept 2025. The law imposes transaction limits and refund obligations, diverging from states that ban kiosks entirely.

Acemoglu: Left Liberalism Failed, AI Needs a Pro-Worker Path
Stocks18d ago

Acemoglu: Left Liberalism Failed, AI Needs a Pro-Worker Path

Daron Acemoglu returns to argue left liberalism failed by using its power poorly. He links the crisis to AI, automation, and the need for a pro-worker path that investors should watch.

US CPI Holds at 3.4% as Expected, Jackson Hole Next
Forex18d ago

US CPI Holds at 3.4% as Expected, Jackson Hole Next

July inflation prints in line with consensus, keeping the Fed on hold for now. Markets now turn to Warsh's speech at the Jackson Hole symposium for clues on September policy.

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