Macro & Micro Compass - Japan’s borrowing costs soar to 30-year high on debt fears
Japan’s borrowing costs have climbed to their highest in 30 years as investors grow increasingly concerned about the country’s heavy debt burden, weakening yen and a $2.3 trillion long-term spending plan proposed by Prime Minister Sanae Takaichi.
Market Rumor - OpenAI proposes handing Trump administration 5% stake
According to FT, Sam Altman’s start-up in early talks for a public ownership deal as political pressure rises.
Breaking News - CMA CGM nears $1.4 billion deal for FedEx logistics unit, sources said
French container shipping group CMA CGM is nearing a deal to buy FedEx's third-party logistics business for $1.4 billion in cash.
Short sellers reap more than $2.3bn profit betting against gambling companies
Hedge funds are capitalizing on online gambling stocks' decline, driven by US prediction market growth and UK tax hikes.
Polymarket anonymity must end
Crypto prediction markets' anonymity enables manipulation like insider trading and wash trading, requiring KYC verification to build trust and gain regulatory approval.
US soldier pleads not guilty over prediction trades on Maduro capture
A US soldier's insider-trading case on Polymarket emerges as an early legal test for regulating the rapidly growing prediction markets.
Business school professors’ picks: discussion on Prediction Market
Prediction markets are scaling rapidly, but concerns over financial exploitation and regulatory gaps challenge their legitimacy.
Robinhood excludes some prediction markets over manipulation fears
Robinhood is aggressively expanding into prediction markets but is excluding riskier contracts such as “mention markets” amid mounting concerns over manipulation, insider trading and regulatory scrutiny.
The big state gamble on prediction markets
Prediction markets such as Kalshi are forcing a high-stakes showdown between state gambling laws and the CFTC’s claim of exclusive federal oversight over event-based derivatives.
Trump has undermined the US national security apparatus
Trump’s unchecked rush to war with Iran, enabled by a gutted diplomatic and security apparatus, underscores how weakened institutions are eroding constitutional and practical restraints on US military power.
Prediction market Kalshi seeks US approval to offer margin trades
Prediction market operator Kalshi is seeking US regulatory approval to allow margin trading on its platform, as it seeks to lure institutional investors with more sophisticated financial contracts. Kalshi has held meetings with the Commodity Futures Trading Commission over several months in its effort to win approval, according to people
