Recent editions
The last 30 editions, newest first
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Mon 28 Sep 2026
The Narrow Climb
Plus: the Reserve Bank of Australia is expected to take the cash rate to its highest since 2011.
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Sat 26 Sep 2026
Capacity Wanted
Plus: American households now expect prices to rise 4.6% over the next year.
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Fri 25 Sep 2026
The Excuse Note
Plus: Costco's best sales number in years had a tank of petrol in it.
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Thu 24 Sep 2026
The Good News Problem
Plus: McDonald's asks shareholders to pay for a decade of renovations.
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Wed 23 Sep 2026
The Maintenance Dose
Plus: a 6.95% mortgage rate turns up in KB Home's numbers.
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Tue 22 Sep 2026
The CPU Comeback
Plus: Paramount settles with a dozen states and clears the last obstacle to owning Warner Bros.
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Mon 21 Sep 2026
The Handover
Plus: Eli Lilly becomes the first drug company worth a trillion dollars.
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Sat 19 Sep 2026
The Damage Underneath
Plus: Saudi Arabia says its bombed pipeline will be half-working within days.
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Fri 18 Sep 2026
The Backup Plan
Plus: Lennar's profit more than halved and the shares went up anyway.
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Thu 17 Sep 2026
The Hike Lands
Plus: SK Hynix wants to make memory chips inside Intel's half-built Ohio plant.
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Wed 16 Sep 2026
The Bond Market Wins
Plus: a lender walked away from its own bank licence and lost a quarter of its value.
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Tue 15 Sep 2026
The Slowdown Trade
Plus: a drone strike in Iraq shut Saudi Arabia's back door out of the Gulf.
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Mon 14 Sep 2026
Calm On Top
Plus: eight foreign ministers meet in Muscat tonight to sign a deal on the Strait of Hormuz.
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Sat 12 Sep 2026
Rally First, Hike Later
Plus: Oracle booked a US$664 billion order backlog and gave the whole rally back by lunchtime.
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Fri 11 Sep 2026
Priced For A Hike
Plus: copper's record rally came undone over a tariff that hasn't arrived.
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Thu 10 Sep 2026
One Hundred, Again
Plus: Apple launched a folding iPhone and quietly deleted the cheap one.
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Wed 9 Sep 2026
Three Days At Once
Plus: Qualcomm handed Amazon warrants over 25 million of its own shares to land a customer.
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Tue 8 Sep 2026
The Session That Wasn't
Plus: Tesla launched its robotaxi, and the stock lost 6% the next day.
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Mon 7 Sep 2026
All That For 0.1%
Plus: Aon is borrowing US$17.5 billion to buy an insurance broker, and its own shareholders flinched.
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Sat 5 Sep 2026
The Beat Nobody Wanted
Plus: Lululemon cut its outlook for the third time this year and lost nearly a fifth of its value in a session.
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Fri 4 Sep 2026
Permission to Wait
Plus: Broadcom sold US$16.7 billion of AI chips in three months and the shares fell anyway.
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Thu 3 Sep 2026
Hiring Cools, Hikes Don't
Plus: Nvidia is close to paying US$14 billion for the website where open-source AI lives.
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Wed 2 Sep 2026
The Rout Goes Global
Plus: Dell booked sixty billion dollars of AI server orders in thirteen weeks.
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Tue 1 Sep 2026
The Hormuz Premium
Plus: the FTC says Amazon spent seven years quietly marking up its own ad auctions.
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Mon 31 Aug 2026
One Good Thursday
Plus: the Reserve Bank meets on Wednesday and nobody can agree on what it does.
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Sat 29 Aug 2026
The Hike Nobody Priced
Plus: Stripe and Advent walk away from PayPal, and the takeover premium leaves with them.
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Fri 28 Aug 2026
The SaaSpocalypse Refund
Plus: America's data centre boom has run into the local council.
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Thu 27 Aug 2026
Beat, Shrug, Repeat
Plus: the tariff refunds quietly propping up American retail earnings.
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Wed 26 Aug 2026
The Foot Locker Bill
Plus: the long bond finally caught a break, and a falling oil price did most of the work.
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Tue 25 Aug 2026
Too Ambitious
Plus: Trump put a 50% tariff on Canadian cars and trucks, and Ottawa is already loading its answer.