The Art of the Deal or the Art of the Veto?
The US midterms could change who Trump has to bargain with. Plus Hormuz shipping, Apple and AMD, and the global market dashboard.
The Art of the Deal or the Art of the Veto? Read More »
Oil Fell Sharply. Technology Kept Falling.
Iran diplomacy sent oil sharply lower, but AI funding worries and tomorrow’s data-centre votes kept technology under pressure. Plus China, Europe and the dashboard.
Oil Fell Sharply. Technology Kept Falling. Read More »
The World Is Talking Peace. The Markets Are Pricing Trouble.
Iran’s vulnerable shipping routes, fractured international diplomacy, and Wall Street’s AI reckoning reveal the price of confidence. Plus Poland and Brussels in next week’s watch.
The World Is Talking Peace. The Markets Are Pricing Trouble. Read More »
Friday’s Trouble Went Well Beyond Wall Street
A record Binance theft, attacks on commercial shipping and Poland’s court confrontation widened Friday’s risks as technology shares fell across global markets.
Friday’s Trouble Went Well Beyond Wall Street Read More »
Wall Street Looked Worse Than It Was
Google pulled the indexes lower while most stocks rose. Thursday’s Lens explores the wider market gains, the household spending squeeze and the practical test for Iran diplomacy.
Wall Street Looked Worse Than It Was Read More »
Wall Street Got Its Pause. Then Google Opened the Books.
Google’s sales grew 25%, but its shares fell after hours. Wednesday’s Lens examines the spending behind the AI expansion, the Fed’s pause and renewed diplomatic outreach to Iran.
Wall Street Got Its Pause. Then Google Opened the Books. Read More »
The AI Rally Has a Finance Department
AI found financing, consumers sounded more hopeful, and Gulf diplomacy offered an opening. Tuesday’s Lens follows whether the money, the equipment and the fuel can deliver what investors expect.
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Brazil Hit the Brakes. AI Hit the Gas.
Brazil voted and its stock market plunged 13.88%. Wall Street welcomed Anthropic’s IPO filing and Meta’s fundraising plans, while Gulf diplomacy offered fragile hope. Monday’s Lens follows the expectations—and the bills.
Brazil Hit the Brakes. AI Hit the Gas. Read More »
The World Has Big Plans. Reality Has Other Ideas.
AI chips await electricity, Saudi investment plans confront a wider war, and France’s creditors demand higher returns. This Weekly Lens follows the cost of turning ambition into reality.
The World Has Big Plans. Reality Has Other Ideas. Read More »