US Inflation Re-Accelerates to 3.7% as Energy Costs Climb
The latest CPI data shows inflation picking up again, complicating the Fed's path and squeezing household budgets.
James Whitfield8 min read
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10 results for “mining”
Antitrust Wave Returns: Google's Android Fine Upheld as FTC Advances Microsoft Probe
European courts uphold a €4.1 billion fine against Google for Android antitrust violations, while the FTC reportedly advances a broad probe into Microsoft, signaling renewed global scrutiny of Big Tech.
Amara Okafor8 min read
BYD Misses Earnings Estimates as China's EV Price War Squeezes Margins
BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.
James Whitfield12 min read
Medicare Tested AI to Pre-Approve Care — and Medical Services Dropped Immediately
Medicare is testing AI-run prior authorization to target wasteful medical spending, and the result was immediate: a large drop in services, per MarketWatch. The experiment could define AI's role across regulated industries.
Amara Okafor14 min read
Alphabet Suffers Worst Trading Day Ever as AI Fears Trigger Death Cross
Alphabet shares are on track for their worst trading day ever after cloud revenue doubled but failed to calm investor fears that AI is undermining search monetization, sending the stock into bearish territory and a death cross.
James Whitfield14 min read
MarketsAnalysis
Commodity Supercycle or False Signal? What Copper Prices Suggest
Copper prices often signal broader economic health, but current levels may reflect structural shifts rather than a traditional supercycle. Understanding the nuanced drivers behind copper's performance is crucial for businesses navigating today's complex economic landscape.
Amara Okafor8 min read
TradeAnalysis
Critical Minerals and Trade Policy: The New Geopolitical Chessboard
The global race for critical minerals is reshaping international trade relations as nations compete for resources essential to modern technology and clean energy transitions.
James Whitfield8 min read
TradeAnalysis
Latin America's Quiet Rise as a Trade Partner of Choice
Latin America is quietly emerging as a strategic trade hub, leveraging nearshoring trends and regional integration to attract global investment.
James Whitfield8 min read
CompaniesAnalysis
What Earnings Season Reveals About Corporate Pricing Power
Earnings reports provide crucial insights into corporate pricing power, revealing which companies can maintain margins despite economic pressures and which sectors face significant challenges.
James Whitfield8 min read
EnergyAnalysis
Lithium, Copper and the Energy Transition's Mineral Bottleneck
The shift to renewable energy and electric vehicles is creating unprecedented demand for critical minerals, exposing a fundamental mismatch between mining development timelines and global climate targets.
Amara Okafor8 min read