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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Australia swings to AU$1.93bn trade surplus in June
Forex26d ago

Australia swings to AU$1.93bn trade surplus in June

Exports surged 9.6% month-on-month while imports fell, swinging the trade balance from a AU$2.37bn deficit to a AU$1.93bn surplus.

Fortuna Q2 Free Cash Flow Hits $85.7M, Growth Projects on Track
Commodities26d ago

Fortuna Q2 Free Cash Flow Hits $85.7M, Growth Projects on Track

Fortuna Mining generated $85.7M free cash flow in Q2 2026 despite cost pressures from the Argentine peso and higher royalties. The company approved Séguéla expansion and Diamba Sud feasibility, targeting 500k oz/year.

Iran Says U.S. Ready to Return to Commitments, Hormuz Deal Nears
Stocks26d ago

Iran Says U.S. Ready to Return to Commitments, Hormuz Deal Nears

Iran says the U.S. is ready to return to commitments. A joint Iran-Oman statement on Hormuz nears final drafting after a June pact granted 60 days of free transit.

US-UK Pact Sets Stablecoin Reserves, Tokenization Roadmap
Crypto26d ago

US-UK Pact Sets Stablecoin Reserves, Tokenization Roadmap

US and UK regulators outline stablecoin reserve rules, tokenization plans, and a £40B guardrail for systemic stablecoins in the July 8 working group talks.

Alligator Energy Sets 2030-31 Samphire Uranium Target After Trial
Commodities26d ago

Alligator Energy Sets 2030-31 Samphire Uranium Target After Trial

Alligator Energy targets Samphire uranium production by 2030-31 after completing field recovery trial and expanding resource to 30Mlb. Feasibility study due mid-2027.

Central banks bought 51 tonnes of gold in June, highest this year
Commodities26d ago

Central banks bought 51 tonnes of gold in June, highest this year

Central banks bought 51 tonnes of gold in June, the highest monthly total this year, led by Poland and China. The WGC data shows sustained accumulation by Asian and Eastern European central banks.

Fortuna Mining Cash Flow Hits $85.7M as Costs Peak
Stocks26d ago

Fortuna Mining Cash Flow Hits $85.7M as Costs Peak

Fortuna Mining generated $85.7M in Q2 free cash flow as costs peaked. The gold miner eyes a 60% production increase to 500,000 ounces after advancing Diamba Sud and Séguéla expansion.

Iran-Oman Hormuz Deal Nears; Oil Falls as SpaceX Boosts Nvidia
Commodities26d ago

Iran-Oman Hormuz Deal Nears; Oil Falls as SpaceX Boosts Nvidia

Iran and Oman near a Strait of Hormuz shipping deal, sending crude lower. Fed's Cook signals rate hike readiness. SpaceX goes exclusive with Nvidia, sending AMD down 7%.

Western Union Remittance Stablecard Live in 37 Markets
Crypto26d ago

Western Union Remittance Stablecard Live in 37 Markets

The remittance giant's Stablecard app, live in 37 markets, pairs a Visa secured card with a Solana-based USDPT wallet. Funds settle in seconds versus days, and Western Union plans 60+ markets by year-end.

Klaviyo Slides on Weak Guidance, CFO Exit
Earnings26d ago

Klaviyo Slides on Weak Guidance, CFO Exit

Klaviyo shares fell 20% after Q3 revenue guidance missed estimates by 6% and CFO Amanda Whalen announced her departure. The Q2 beat was overshadowed by a softer outlook and leadership change.

Solventum Raises Outlook After Q2 Beat, Cash Flow Jumps
Earnings26d ago

Solventum Raises Outlook After Q2 Beat, Cash Flow Jumps

Solventum raised its 2026 earnings outlook after a Q2 beat, with adjusted EPS of $2.10 topping $1.96 consensus. Free cash flow jumped to $265 million, and the margin expanded 80 basis points. The spinoff from 3M is seeing strong demand in surgical supplies and infection prevention, with no sign of hospital budget pressure, the CEO said.

Angi Revenue Falls 8% as Home Services Demand Weakens
Stocks26d ago

Angi Revenue Falls 8% as Home Services Demand Weakens

Revenue missed estimates by $7 million as homeowners defer big projects. CEO says environment is the weakest in his tenure. Stock drops 7% after hours.

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