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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Treasury Takes Key Step in $1.7 Trillion Student-Loan Transfer
Macro24d ago

Treasury Takes Key Step in $1.7 Trillion Student-Loan Transfer

Treasury released plans for a new Default Resolution Hub and vendor partnerships to manage 10 million defaulted accounts. A 2015 Obama-era pilot collected at lower rates than private agencies.

Starbucks to Drop GLP-1 Weight-Loss Coverage in October
Stocks24d ago

Starbucks to Drop GLP-1 Weight-Loss Coverage in October

Starbucks will stop covering GLP-1 drugs for weight loss in October, joining Allina Health and PwC in limiting the benefit as costs climb. GLP-1 drugs accounted for 11.4% of corporate claims last year, up from 6.9% in 2023.

Kimbell Royalty Q2 Production Hits Record on Permian Activity
Commodities24d ago

Kimbell Royalty Q2 Production Hits Record on Permian Activity

Kimbell Royalty Partners posted record Q2 production of 4,241 boe/d, up 27% year-over-year, driven by Permian Basin drilling. The company raised its full-year output forecast and held its quarterly distribution at 41 cents.

Why Australian Advice Firms Are Building Audiences First
Stocks24d ago

Why Australian Advice Firms Are Building Audiences First

Rask and Meredith say AI may handle routine advice tasks while firms combining trust and better systems capture the upside. New episodes air every Wednesday.

12-Year-Old CryptoJS Bug Drains $5.7M From Web Wallets
Crypto24d ago

12-Year-Old CryptoJS Bug Drains $5.7M From Web Wallets

A flaw in CryptoJS let hackers guess seed phrases, draining $5.7M from web wallets. Bitcoin holders lost $2.57M. On-chain tracking continues.

IAMGOLD Q2 Misses on Costs as Côté Ramp Steadies Output
Commodities24d ago

IAMGOLD Q2 Misses on Costs as Côté Ramp Steadies Output

IAMGOLD swung to a Q2 loss of $0.04 a share as Côté Gold ramp costs offset higher gold sales. CEO says the mine is now cash-flow positive and the company expects free cash flow to turn positive in H2.

Snowflake Summit: Enterprise AI shifts from building to operating
Stocks24d ago

Snowflake Summit: Enterprise AI shifts from building to operating

Snowflake Summit's focus moved from AI model launches to operating Agentic AI at scale. The company introduced CoWork and Coco as enterprise agents, integrating Natoma for search, positioning the Data Cloud as the operating layer for enterprise intelligence.

Clarity Act Vote Delayed to September, Senators Say
Crypto24d ago

Clarity Act Vote Delayed to September, Senators Say

Senate delays Clarity Act vote to September. Lummis and Alsobrooks say bipartisan work continues. 'We've come too far to quit,' Lummis said.

US sanctions Shelbit, Aban Tether over Iran-linked crypto flows
Crypto24d ago

US sanctions Shelbit, Aban Tether over Iran-linked crypto flows

U.S. sanctions crypto exchanges Shelbit and Aban Tether over Iran-linked funds; Treasury says IRGC sent over $1M to Shelbit, Kayvanpour-linked wallets sent $2M to Nobitex.

Natural Gas Price Forecast: Bearish Trend Targets Key Support
Commodities24d ago

Natural Gas Price Forecast: Bearish Trend Targets Key Support

Natural gas broke from a bearish flag and closed below $2.64, setting up a $2.54 target where channel support and Fibonacci levels converge.

U.S. Sanctions Crypto Exchanges for Laundering Millions for Iran
Crypto24d ago

U.S. Sanctions Crypto Exchanges for Laundering Millions for Iran

OFAC sanctions Shelbit and Aban Tether under Economic Fury for Iran Revolutionary Guard laundering; operator ran network from UAE, Georgia. $1B seized.

Atlassian 35% Surge Rescues Software Stocks From SaaSpocalypse
Stocks24d ago

Atlassian 35% Surge Rescues Software Stocks From SaaSpocalypse

Airtable's fire sale and Datadog's plunge triggered panic, but Atlassian's 35% surge on strong earnings flipped the script, reviving the SaaS debate.

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