Wall Street gave back Wednesday’s rally and then some. Oil rebounded as reports of tanker incidents came in, and a bank collapse brought down Paraguay’s president.
The Selloff Started in Chips. It Didn’t Stay There. Read More »
Democrats took Congress and broke a three-decade Republican hold on the Texas governor’s office. Oil traders saw a better chance of an end to the Iran war. In the Gulf, the UAE was already thinking about another way around Hormuz.
Texas Turned Blue. Oil Fell Below $95. Read More »
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 »
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 »
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 »
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 »
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 »
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 »
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.
The AI Rally Has a Finance Department Read More »