Insightful Analysis on Economics, Markets & Global Affairs
Seven tankers carrying 288,000 tonnes of Russian diesel are heading to the US, but banks, ports, and buyers are all getting cold feet.
The Claude maker is going public at a lower price than expected, and the gap between its ambitions and its financials is enormous.
The Claude maker is going public at a lower price than expected, and the gap between its ambitions and its financials is enormous.
The Claude maker is going public at a lower price than expected, and the gap between its ambitions and its financials is enormous.
Southeast Asia became the world's hottest datacenter market almost overnight. Now Thailand has frozen 166 projects and the power grid is showing the strain.
Southeast Asia became the world's hottest datacenter market almost overnight. Now Thailand has frozen 166 projects and the power grid is showing the strain.
The EU says TikTok's recommendation engine traps users in loops of harmful content, and the platform's entire business model is now on trial.
The EU says TikTok's recommendation engine traps users in loops of harmful content, and the platform's entire business model is now on trial.
A small Maryland infrastructure company is building Anthropic's AI data center in Hawesville, Kentucky, with Google backstopping the debt and Fluor doing the construction.
A small Maryland infrastructure company is building Anthropic's AI data center in Hawesville, Kentucky, with Google backstopping the debt and Fluor doing the construction.
Ken Griffin's $77 billion fund gained 1.7% in a month that punished rival hedge funds, widening his lead over the industry.
Ken Griffin's $77 billion fund gained 1.7% in a month that punished rival hedge funds, widening his lead over the industry.
The diagnostics and lab tools company beat its quarterly targets and lifted its full-year outlook, sending shares up sharply on Tuesday.
The diagnostics and lab tools company beat its quarterly targets and lifted its full-year outlook, sending shares up sharply on Tuesday.
Palantir's $2.31B quarter beat every estimate, then shares dropped 7%. That tells you more about investor psychology than about the company.
Palantir's $2.31B quarter beat every estimate, then shares dropped 7%. That tells you more about investor psychology than about the company.
The iPhone Duo is Apple's boldest hardware bet in years, but supply is a mystery, screens are cracking, and prices across the lineup are up 20%.
The iPhone Duo is Apple's boldest hardware bet in years, but supply is a mystery, screens are cracking, and prices across the lineup are up 20%.
Treat yourself to information rid of fiction and slogans.
Treat yourself to information rid of fiction and slogans.
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We bring you clear, incisive analysis on economics, markets, and global affairs—cutting through noise to deliver insight that actually matters. Our publication is built for readers who want to understand why events unfold the way they do.
contact@theequilibrium.global
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We bring you clear, incisive analysis on economics, markets, and global affairs—cutting through noise to deliver insight that actually matters. Our publication is built for readers who want to understand why events unfold the way they do.
contact@theequilibrium.global
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