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Market Analysis

Opinionated, data-backed coverage across all asset classes

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US Retailers Get $100bn Tariff Refund After Supreme Court Ruling
Macro26d ago

US Retailers Get $100bn Tariff Refund After Supreme Court Ruling

The Supreme Court struck down part of Trump's 'liberation day' tariffs, forcing the government to return $100bn to importers. Replacement duties keep pressure on retailers.

Natural Gas Holds $2.64 Support; WTI Crude Struggles at $75
Commodities26d ago

Natural Gas Holds $2.64 Support; WTI Crude Struggles at $75

Natural gas holds above $2.64 support after EIA reports 2.5M barrel inventory build. WTI crude consolidates near $75. OPEC+ confirms September output increase. NFP data in focus.

KKR's India Hospital Buy Adds Pressure on Rivals to Consolidate
Stocks26d ago

KKR's India Hospital Buy Adds Pressure on Rivals to Consolidate

KKR's Medicover India acquisition adds a 24-hospital network to a consolidating market, pressuring smaller standalone operators and listed chains to accelerate their own deals.

India's youth jobs crisis: Stagnant earnings, poor quality
Stocks26d ago

India's youth jobs crisis: Stagnant earnings, poor quality

Youth unemployment in India has fallen, but job quality is poor. Real earnings for young workers grew just 0.85% annually. Returns to education are declining. Protests over exam leaks are a symptom.

Russia Sets Crypto Exchange Rules, Retail Investor Cap at 300K Rubles
Crypto26d ago

Russia Sets Crypto Exchange Rules, Retail Investor Cap at 300K Rubles

Russia approved its first crypto law on August 4, setting exchange registration rules, a 300K ruble retail cap, and a ban on domestic crypto payments. Qualified investors get unlimited access.

8th Pay Commission: Retiree benefits central as consultations resume
Stocks26d ago

8th Pay Commission: Retiree benefits central as consultations resume

Retirement benefits and pension parity for central government employees top the agenda as the 8th Pay Commission enters its second half of consultations, with sessions in Delhi, Chennai and Jaipur through September.

Labor faces tax, gambling, migration fights as parliament returns
Stocks26d ago

Labor faces tax, gambling, migration fights as parliament returns

Parliament returns with fights over the widow tax, gambling ad restrictions, and immigration policy. Clive Palmer loses his Swiss appeal. One Nation bans three media outlets from its candidate announcement.

Swedish CPI Eyed as Rate Path Hinges on Inflation Data
Forex26d ago

Swedish CPI Eyed as Rate Path Hinges on Inflation Data

Swedish July CPI lands today with core seen at 0.4% y/y, a week before the Riksbank rate decision. The krona hit 10.95 against the euro, its strongest since mid-June.

a16z's Andreessen: Crypto's Survival Wins Over Lawmakers
Crypto26d ago

a16z's Andreessen: Crypto's Survival Wins Over Lawmakers

Marc Andreessen says years of regulatory hostility proved crypto's durability, leading lawmakers to support it. He calls for a permanent U.S. framework.

Meta restricts Kejriwal's Facebook account in India, then restores it
Stocks26d ago

Meta restricts Kejriwal's Facebook account in India, then restores it

Arvind Kejriwal said Meta restricted his Facebook account in India without explanation. The account was later restored. Meta faces Indian government scrutiny over CSAM and Modi video.

CLARITY Act Vote Uncertain as Senate Recess Nears
Crypto26d ago

CLARITY Act Vote Uncertain as Senate Recess Nears

Sen. Lummis pushes for CLARITY Act vote before summer break, but Democratic ethics concerns and Hawley's banking demands threaten the 60-vote threshold needed to advance the crypto bill.

Hawley Breaks GOP Ranks on Clarity Act, Armstrong Fires Back
Crypto26d ago

Hawley Breaks GOP Ranks on Clarity Act, Armstrong Fires Back

Hawley becomes the first Republican to oppose the Clarity Act, citing community bank concerns. Armstrong challenges the evidence. The bill needs 60 votes; GOP holds 53. White House negotiations push a potential vote to September.

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