Finance/Business
The Convergence Trade: Australia's Housing Reforms Meet US Inflation — and the ASX Is Caught in Between
The biggest housing tax reform in a generation landed in the same 24 hours as an inflation print that makes cheap money harder to justify anywhere. The ASX just got...
India Just Taxed Its Own Safe Haven
India’s gold-duty hike is not really a gold story; it is a rupee-defence story wearing jewellery.
UK Gilt Yields Hit 1998 Highs as Starmer's Government Teeters — What the Bond Market is Actually Pricing
The bond market is not pricing a Labour rebellion; it is pricing the end of a two-decade fiction that British governments can borrow indefinitely at rates that ignore their own...
Canvas LMS Hack
Instructure's ransom payment ends the immediate crisis but establishes a dangerous precedent for education tech; the breach exposed edtech's systemic fragility and CISOs should treat LMS platforms as critical infrastructure.
Intel's Foundry Survival Hinges on a Preliminary Apple Chip Deal That Sent Shares Up 15%
The Intel-Apple foundry handshake is the semiconductor industry's most consequential supply-chain hedge since TSMC's 2009 Apple pivot — but the deal is preliminary, and Intel's process node credibility is the...
The Teflon Market: Record Highs, $100 Oil, and the Two-Speed Economy
The S&P 500 at record highs while consumers run out of money is not a contradiction — it's a two-speed economy, and the Iran peace proposal response submitted Sunday is...
Trump Delays EU Auto Tariffs to July 4 — The Turnberry Deal Survives a Truth Social Weekend
The Turnberry Deal can be shredded by a Truth Social post and patched by a phone call, which is now the actual trade architecture.
The Day AI Started Firing People — For Real This Time
AI-driven layoffs at Coinbase, Cloudflare, and PayPal are not a coincidence — they are a structural reorganisation of the tech workforce, and the stated reason is AI.
Samsung Hits $1 Trillion as Kospi Breaks 7,000: The AI Boom Has a New Geography
The geography of the AI economy is shifting east faster than Western portfolios have adjusted.
Global Markets, Oil above $114, and the RBA Hike
Oil above $114 is not just a commodity story — it's a global margin compression event. Every airline, chemical company, shipping line, and central bank is now running scenarios they...
GameStop's $55.5B eBay Bid: Meme Stock Logic Meets Mega-Cap M&A
GameStop's unsolicited bid to acquire eBay for $55.5 billion represents the largest meme-stock-driven acquisition attempt in history, with only 26% market confidence in completion—exposing the tension between retail investor enthusiasm...
Berkshire Hathaway's $397B Cash Pile Signals Post-Buffett Strategic Reset
Editorial call: Greg Abel's first shareholder meeting as CEO reveals Berkshire sitting on a record $397 billion in cash, explicitly rejecting current market valuations—a fundamental shift in capital deployment strategy...
Q1 2026 Earnings: The AI Trade Splits
The market has stopped treating AI as a rising tide. It is now picking winners and losers — and the dividing line is whether your AI revenue comes from selling...
Showing 78 of 90