Archive
Browse market commentary, macro analysis, and student-led reporting.
Paper-market distortion; central bank hoarding; mercurial retail frenzies; and shifting macroeconomic tides. The modern gold market is driven by a tangle of contradictory forces meaning that making sense of this historic safe haven requires looking past the spot price to unravel the forces actually moving the metal.
Martim Domingos7 min read
Read ArticleMarkets10 August 2026
Semiconductor stocks have recently fallen despite resilient commercial demand, raising questions about whether the selloff is a temporary correction or an early warning of a broader economic slowdown.
SemiconductorsArtificial IntelligenceStock MarketInvestment
Meghana Sivapuram7 min read
Read ArticleMarkets6 August 2026
Sony brings the money, Marvel brings the vibes and Peter Parker gets caught in the middle of Hollywood's most profitable frenemy saga.
Manasvi Kommuri9 min read
Read ArticleBig tech is on track to spend up to $690 billion on AI infrastructure this year alone. History suggests the technology can still win even as many of today's financiers lose everything.
Artificial IntelligenceBig TechCapital ExpenditureMarket Bubbles
Matthew Mahrous8 min read
Read ArticleMarkets3 August 2026
The won went from one of Asia's worst-performing currencies to one of the world's best in a matter of weeks, as chipmakers' overseas earnings came home, foreign equity selling eased, and the Bank of Korea ended a three-year rate freeze.
South KoreaCurrenciesBank of KoreaSemiconductorsMonetary Policy
Sonal Weerasekera8 min read
Read ArticleMarkets2 August 2026
Sainsbury's got most of its money back from Argos, and the integration did roughly what management said it would. The problem is what the capital earned in the meantime: Argos now makes a 0.2% margin.
Sainsbury'sArgosRetailPrivate Equity
Gaurav Bohra10 min read
Read ArticleMarketsGlobal Healthcare2 August 2026
Big Pharma is acquiring earlier and accepting greater scientific risk for unproven drugs. The driver is not confidence in the science but the fear of a rival securing the next blockbuster first, as a $300bn patent cliff bears down on the industry.
PharmaceuticalsMergers and AcquisitionsBiotechnologyPatent Cliff
Abdul Wasey Bhatti8 min read
Read ArticleMarkets2 August 2026
The retail push looked like growth. It was really the industry building a capital base that does not depend on selling anything.
Private EquityEQTEvergreen FundsPrivate WealthLiquidityPrivate Credit
Abir Ghosh Biswas7 min read
Read ArticleMarkets24 July 2026
After decades of underinvestment, scientific setbacks and fading industry interest, psychiatry is showing signs of life again. Eli Lilly's acquisition of AtaiBeckley, worth up to $3.8 billion, signals renewed hope that the future of depression treatment may look very different from the past.
Eli LillyPsychedelicsMental HealthBiotechMergers and Acquisitions
Abdul Wasey Bhatti6 min read
Read ArticleA jury found Live Nation and Ticketmaster liable for illegal monopolisation in April 2026. The case is a study in how vertical integration converts dominance in one business into control over an entire industry.
Live NationTicketmasterAntitrustMonopolyLive Events
Jay Patel8 min read
Read ArticleNew Fed chair Kevin Warsh was expected to bring a dovish, rate-cutting sensibility to the central bank. Instead, his first meeting delivered the most hawkish surprise markets have seen in years, with traders now pricing in the Fed's first hike since 2023.
Federal ReserveInflationMonetary PolicyKevin WarshInterest Rates
Sonal Weerasekera7 min read
Read ArticleWith the old black box monopolies breaking apart, private capital has emerged to underwrite the next era of European warfare.
Manasvi Kommuri8 min read
Read Article