Insightful Analysis on Economics, Markets & Global Affairs

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Latest

AAP posted its strongest earnings in years, but falling DIY sales and tighter household budgets suggest the turnaround is real but fragile.

Advance Auto Parts just had its best quarter in years, but drivers are pulling back

AAP posted its strongest earnings in years, but falling DIY sales and tighter household budgets suggest the turnaround is real but fragile.

Advance Auto Parts just had its best quarter in years, but drivers are pulling back

The US says it now has majority control of Venezuela's oil reserves. The terms are secret, the structure is unclear, and the stakes are enormous.

Trump just claimed 65 billion barrels of Venezuelan oil, and almost nobody knows what that means yet

The US says it now has majority control of Venezuela's oil reserves. The terms are secret, the structure is unclear, and the stakes are enormous.

Trump just claimed 65 billion barrels of Venezuelan oil, and almost nobody knows what that means yet

Twelve state attorneys general are the last thing blocking Paramount and Warner Bros. from combining. Paramount wants them to pay $1.9 billion if they're wrong.

Paramount's $110 Billion Merger Hits a $1.9 Billion Wall

Twelve state attorneys general are the last thing blocking Paramount and Warner Bros. from combining. Paramount wants them to pay $1.9 billion if they're wrong.

Paramount's $110 Billion Merger Hits a $1.9 Billion Wall

America's biggest retailers posted strong headlines this quarter, but shrinking basket sizes and one-time tariff windfalls tell a more complicated story.

Walmart and Target spent $5.8 billion on price cuts. Shoppers said thanks, then spent less.

America's biggest retailers posted strong headlines this quarter, but shrinking basket sizes and one-time tariff windfalls tell a more complicated story.

Walmart and Target spent $5.8 billion on price cuts. Shoppers said thanks, then spent less.

The digital bank hit a milestone quarter, but rising bad loans and soaring costs signal that the easy growth phase may be ending.

Nubank just cleared $1.1 billion in profit. Now comes the harder part.

The digital bank hit a milestone quarter, but rising bad loans and soaring costs signal that the easy growth phase may be ending.

Nubank just cleared $1.1 billion in profit. Now comes the harder part.

A federal judge ruled the Trump administration illegally blacklisted Anthropic for criticizing the Pentagon, in a case that will shape who controls AI's limits.

Anthropic beat the Pentagon in court, and the stakes go far beyond Claude

A federal judge ruled the Trump administration illegally blacklisted Anthropic for criticizing the Pentagon, in a case that will shape who controls AI's limits.

Anthropic beat the Pentagon in court, and the stakes go far beyond Claude

KinderCare posted an $8.8M quarterly loss and falling enrollment, and is now closing up to 85 centers in a bet that shrinking will make it stronger.

KinderCare is closing dozens of centers as fewer families can fill the seats

KinderCare posted an $8.8M quarterly loss and falling enrollment, and is now closing up to 85 centers in a bet that shrinking will make it stronger.

KinderCare is closing dozens of centers as fewer families can fill the seats

States are blocking new data centers over water use. AirJoule makes machines that pull water from air, and regulators just handed it a sales pitch.

AirJoule is betting $43 million that water scarcity will save data centers

States are blocking new data centers over water use. AirJoule makes machines that pull water from air, and regulators just handed it a sales pitch.

AirJoule is betting $43 million that water scarcity will save data centers