Insightful Analysis on Economics, Markets & Global Affairs

Japan's SoftBank is weighing a bid for Allied Universal, the largest private security firm in the US, and investors sold off sharply on the news.

More than 30% of Covid disaster loans are now in default, and the small business owners who survived the pandemic may not survive the debt.

Thoma Bravo-owned Proofpoint is buying cybersecurity firm Varonis for $49.75 a share, a $6.3 billion all-cash deal that consolidates who guards corporate data.

Canada's Fairfax Financial won the auction for a 60% stake in one of India's largest state-owned banks, betting on a rising middle class.

Netflix is laying off 6% of its workforce as YouTube and TikTok eat into its audience and analysts warn its subscription model may be hitting a ceiling.

The US Treasury fined Bank of America $1.2bn for letting over $5bn in suspicious transactions slip through, including deals tied to Chinese laundering networks and the southern border.

Hock Tan's blunt warning about AI hype sent chip stocks sliding across Asia, with Samsung down 7.4% and SK Hynix falling 10%.

A small Permian Basin driller's first horizontal wells are hitting commercial oil. The numbers are early, but the stakes are real.