Economics & Finance
Macro & Micro Compass - Federal Reserve Fed officials were split on direction of interest rates at last meeting, minutes show
Fed policymakers were split on the future of interest rates at their June meeting, with officials offering competing cases for hikes or cuts, according to minutes released Wednesday.
Global Chokepoint - US Strikes Iran and Blocks Oil Sales in New Test of Truce
US President Donald Trump said his tentative ceasefire with Iran is done, raising the prospect of a renewed military conflict between the two countries, bringing fresh volatility to energy markets and tested an already fragile peace agreement between Washington and Tehran.
Macro & Micro Compass - $1.7 Trillion in Factories, 75,000 Fewer Jobs: What the Market Is Missing on Reshoring
Manufacturing investment is at record highs, but hiring isn't following. A look at the ISM, BLS, and robotics data behind reshoring's real jobs story.
Silicon Bakery - Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
Macro & Micro Compass - The BoE Eased Leverage Rules — But Not With the Gilt Exemption Banks Wanted
Hours before the Bank of England(BoE) published its July Financial Stability Report, we framed the leverage rule debate around three possible outcomes. Will the BoE Loosen Bank Leverage Rules to Support the Gilt Market?The Bank of England(BoE) is going to publish its July Financial Stability Report at
AI Speedrun - Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Weekly Casserole - Hedge funds dumped chip stocks for a fourth week as AI shares sold off - Week of July 6, 2026
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs. Do you think the rally is over?
Will the BoE Loosen Bank Leverage Rules to Support the Gilt Market?
The Bank of England(BoE) is going to publish its July Financial Stability Report at 10:30 a.m. (GMT+1) on July 7. There is one issue could have consequences well beyond bank regulation: whether British lenders should be given more room to hold government bonds. The BoE has
Spotify Verifies Streaming Manipulation After Malcolm Todd’s Suspicious Numbers
A Kalshi-Spotify incident shows how settlement based on the first print can reward temporary manipulation.
Results Deep Dive - Samsung’s Record Profit Wasn’t Enough? Is the AI Memory Boom Nearing Its Peak?
Samsung Electronics has just announced its earnings guidance for the second quarter of 2026. Normally it will push its stock higher. Instead, investors sold. Samsung’s second quarter revenue reached approximately KRW 171 trillion, while operating profit hit about KRW 89.4 trillion — its third consecutive record quarter. Profit is
Macro & Micro Compass - Can Trump Bend the Fed Before the Data Does?
The next fight over the Federal Reserve is no longer just about inflation, jobs, or the timing of the next rate move. It is also becoming a test of how much political pressure markets believe the Fed can absorb. Will Trump materially reshape the Fed before his current term? Yes,
7-Eleven sues Nike over Air Max with Slurpee maker's colors
WASHINGTON, July 2 - 7-Eleven has sued Nike in federal court in Texas, accusing the sportswear giant of copying the convenience store chain's signature orange, green and red stripe design on a sneaker that Nike plans to release on July 11, known as "7-Eleven Day."
