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Market Analysis

Opinionated, data-backed coverage across all asset classes

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U.S. Payrolls Drop 23,000 in July, Futures Rally on Rate Bets
Indices24d ago

U.S. Payrolls Drop 23,000 in July, Futures Rally on Rate Bets

July payrolls fell 23,000, far short of the 83,000 forecast, and wage growth cooled to 3.2%, shifting bets on Fed policy. September hike odds slid to 44%.

Apollo's EasyJet Bid Puts Jet2 in Private Equity Crosshairs
Stocks24d ago

Apollo's EasyJet Bid Puts Jet2 in Private Equity Crosshairs

Apollo's $7.7B EasyJet deal places Jet2 in private equity crosshairs. Jet2's low PE ratio and 60% rally make it a candidate, Hargreaves Lansdown says.

Natural Gas Storage Build Keeps Sellers in Control Despite Heat
Commodities24d ago

Natural Gas Storage Build Keeps Sellers in Control Despite Heat

September gas hit a multi-month low after a 33 Bcf build pushed storage 6.7% above the five-year norm. The hot forecast has not tightened the balance.

Canada July Jobs Surge 75.1K, Unemployment Falls to 6.4%
Forex24d ago

Canada July Jobs Surge 75.1K, Unemployment Falls to 6.4%

Employment surged five times expectations, with full-time jobs up 38.6K and part-time up 36.6K. Wage growth slowed to 3.0% y/y, easing pressure on the Bank of Canada.

Awestruck Launches AI Division with Embedded Catalyst Program
Stocks24d ago

Awestruck Launches AI Division with Embedded Catalyst Program

Awestruck AI embeds teams inside client companies to build custom AI products, using a process tested internally. The division targets businesses moving beyond AI hype.

ConocoPhillips CFO O'Brien to Become CEO as Lance Retires
Commodities24d ago

ConocoPhillips CFO O'Brien to Become CEO as Lance Retires

ConocoPhillips CFO Andy O'Brien becomes CEO Sept 1, succeeding Ryan Lance. The move extends the trend of finance chiefs taking top roles; 10.26% of Fortune 500 CEOs now come from CFO ranks.

Starter-home sales fall 5.4% as luxury demand jumps 6.2%
Stocks24d ago

Starter-home sales fall 5.4% as luxury demand jumps 6.2%

Zillow data shows starter-home sales fell 5.4% in May while luxury sales rose 6.2%. High mortgage rates and inflation widen the gap between first-time and high-end buyers.

Crypto Markets Can Absorb a Clarity Act Failure
Crypto24d ago

Crypto Markets Can Absorb a Clarity Act Failure

The Clarity Act's failure won't kill crypto in the U.S. The SEC and CFTC are moving to fill the gap, but institutional money may wait for durable law.

Signal failure brings second day of rail disruption across England
Stocks24d ago

Signal failure brings second day of rail disruption across England

A 90-second power outage at the Manchester signaling center stranded trains across northwest England and Wales; recovery continues through Friday afternoon.

NEET-UG 2026 leak: CBI says paper setting done at NTA's Okhla office
Stocks24d ago

NEET-UG 2026 leak: CBI says paper setting done at NTA's Okhla office

CBI charge sheet uses data from a Pune society's access-control app to link three NTA experts to the NEET-UG 2026 leak. Question material matched exam sets up to 85 percent.

CLARITY Act Delay Opens Door for Asian Crypto Hubs, CEO Says
Crypto24d ago

CLARITY Act Delay Opens Door for Asian Crypto Hubs, CEO Says

Vincent Chok says the Senate postponement lets Hong Kong and Singapore strengthen their digital-asset positions while U.S. rules remain unclear. Next vote in September.

Plains All American Q2: NGL Sale Reshapes Cash Flow, Crude Core Holds
Commodities24d ago

Plains All American Q2: NGL Sale Reshapes Cash Flow, Crude Core Holds

Plains All American's Q2 shows a 54% drop in NGL Adjusted EBITDA after the Keyera sale, but crude pipelines held flat. Coverage stays at 1.6x. The call Friday tests the buyback outlook.

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