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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Wintermute Registers as SEC Broker-Dealer for US Stocks and Options
Crypto25d ago

Wintermute Registers as SEC Broker-Dealer for US Stocks and Options

Wintermute registers as an SEC broker-dealer to trade stocks, options, and crypto ETFs. The move gives the crypto market maker a regulated U.S. foothold. First equity trades are the next signal.

JSW Steel, Tata Steel Split on Growth: Scale vs Value-Added
Stocks25d ago

JSW Steel, Tata Steel Split on Growth: Scale vs Value-Added

JSW Steel targets 80 mtpa by 2031 via JVs; Tata Steel bets on downstream value products. Analysts split on which strategy wins.

Japan household spending falls for seventh month, clouds BOJ rate path
Forex25d ago

Japan household spending falls for seventh month, clouds BOJ rate path

Japanese household spending fell for a seventh straight month in June, missing forecasts by a wide margin and complicating the Bank of Japan's case for a September rate hike.

WillScot Q2: Rental Revenue Slips as Modular Orders Lag
Earnings25d ago

WillScot Q2: Rental Revenue Slips as Modular Orders Lag

WillScot's Q2 rental revenue slipped 2% as modular orders dropped 12%. The CEO called the slowdown a pause, not a pivot, and reaffirmed full-year EBITDA guidance of $780 million to $820 million.

Savaria's Record Revenue Hits $246M, Margin Expands to 21%
Earnings25d ago

Savaria's Record Revenue Hits $246M, Margin Expands to 21%

Savaria Corp. reported record Q2 revenue of $246M, up 8.4%, with EBITDA margin of 21% as CEO Bourassa highlighted Savaria One's ongoing success.

Western Europe Richer Than US After Adjusting for Hours, Inequality
Stocks25d ago

Western Europe Richer Than US After Adjusting for Hours, Inequality

Adjusting for hours worked and inequality, Western Europe's real income per hour exceeds the US, an analysis of OECD data shows.

Halozyme (HALO) Reports Q2 2026 Earnings, CEO Comments on Business
Earnings25d ago

Halozyme (HALO) Reports Q2 2026 Earnings, CEO Comments on Business

Halozyme reported Q2 2026 financial results after market close. CEO Helen Torley and CFO Darren Snellgrove discussed quarterly performance and business outlook.

World's largest corporate Bitcoin holder sold—should you be concerned?
Crypto25d ago

World's largest corporate Bitcoin holder sold—should you be concerned?

Strategy sold BTC to meet dividend obligations after its stock fell below bitcoin holdings. The event highlights risks of corporate bitcoin exposure versus spot ETFs.

Google Chief Scientist Jeff Dean Leaves to Start Discovery Loop AI
Stocks25d ago

Google Chief Scientist Jeff Dean Leaves to Start Discovery Loop AI

Dean and three longtime Google colleagues—Sanjay Ghemawat, Oriol Vinyals, and Quoc Le—are building AI to automate scientific experiments. Radical Ventures and Khosla Ventures led the round.

After $2 Trillion Crypto Wipeout, Traders Return to Leverage
Crypto25d ago

After $2 Trillion Crypto Wipeout, Traders Return to Leverage

Perpetual futures open interest is climbing after $2T crypto wipeout. Analyst Jean-Luc Maracon says the rebound is borrowed conviction, not restored confidence.

ASX Set for Flat Open After Wall Street Slips, Oil Jumps
Indices25d ago

ASX Set for Flat Open After Wall Street Slips, Oil Jumps

ASX futures flat after Wall Street slipped on oil spike and Iran Strait talk. RBA seen on hold. MCA warns on skilled migration. Western Digital fell.

Canaan to sell crypto reserves for $30M buyback
Crypto25d ago

Canaan to sell crypto reserves for $30M buyback

Canaan authorized management to sell crypto holdings to fund up to $30M in stock buybacks. The miner held 1,915 BTC and 3,952 ETH worth $130M at end of June.

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