Six straight record quarters, a Q4 guide above consensus, and a stock falling anyway: here is what the market is…
China’s 5% Factory Inflation May Now Hit Global Prices
A 4.1-point gap between producer and consumer prices hints at rising export price pressure.
China’s Export Surge Has a January Problem
September’s 36.3% jump put the surplus on pace for $1T-plus, but how much demand vanishes when the tariff truce expires.
Lockheed Bets Drone Silicon on a Brain-Inspired Chip
Neuromorphic processors are shipping now, and GPS-denied navigation is rewriting the drone bill of materials.
India’s 5.54% Inflation Has the RBI Cornered
Food inflation hit 7.74%, the rupee is near record lows, and Brent is above $100. Indian equities are caught in…
NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years
The bank's exit from US and European primary dealing raises a harder question: who fills the gap when government debt…
Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
Saudi Arabia Lost Its Hormuz Bypass. U.S. Oil Producers Are Cashing In.
East-West pipeline outage has Brent near $105 and boosts U.S. cash flow.
The €5 Billion Elevator Business Every Industrial Giant Wants
Kone’s planned sale of most of TK Elevator’s European business shows why the service book, not the machinery, is the…
WEC Energy Has a Nuclear Deal Nobody Else Can Match
Oracle’s plan to absorb about $300 million in Point Beach fuel costs puts WEC at the center of Big Tech’s…