Insightful Analysis on Economics, Markets & Global Affairs

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Trending

Trump bought Russian diesel to cut prices. They went up anyway.

Oct 30, 2026

Seven tankers carrying 288,000 tonnes of Russian diesel are heading to the US, but banks, ports, and buyers are all getting cold feet.

Microsoft bet $3.9bn on southeast Asia's AI boom. Now the grid is buckling.

Nov 7, 2026

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.

Latest

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.

Microsoft bet $3.9bn on southeast Asia's AI boom. Now the grid is buckling.

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.

Microsoft bet $3.9bn on southeast Asia's AI boom. Now the grid is buckling.

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.

TikTok's algorithm is facing a $1.8 billion question in Europe

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.

TikTok's algorithm is facing a $1.8 billion question in Europe

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.

TeraWulf just locked Google into a $19 billion AI bet on Kentucky

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.

TeraWulf just locked Google into a $19 billion AI bet on Kentucky

Ken Griffin's $77 billion fund gained 1.7% in a month that punished rival hedge funds, widening his lead over the industry.

Citadel made money in October. Almost everyone else didn't.

Ken Griffin's $77 billion fund gained 1.7% in a month that punished rival hedge funds, widening his lead over the industry.

Citadel made money in October. Almost everyone else didn't.

The diagnostics and lab tools company beat its quarterly targets and lifted its full-year outlook, sending shares up sharply on Tuesday.

Revvity just raised its profit forecast and the stock jumped 11%

The diagnostics and lab tools company beat its quarterly targets and lifted its full-year outlook, sending shares up sharply on Tuesday.

Revvity just raised its profit forecast and the stock jumped 11%

Palantir's $2.31B quarter beat every estimate, then shares dropped 7%. That tells you more about investor psychology than about the company.

Palantir beat expectations. Wall Street sold the stock anyway.

Palantir's $2.31B quarter beat every estimate, then shares dropped 7%. That tells you more about investor psychology than about the company.

Palantir beat expectations. Wall Street sold the stock anyway.

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%.

Apple's $1,999 foldable iPhone sold out fast. Cracks are already showing.

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%.

Apple's $1,999 foldable iPhone sold out fast. Cracks are already showing.

Phillips 66 and Restaurant Technologies have struck a deal to collect used cooking oil from 45,000 food service sites and convert it into aviation fuel.

Phillips 66 is turning restaurant grease into jet fuel

Phillips 66 and Restaurant Technologies have struck a deal to collect used cooking oil from 45,000 food service sites and convert it into aviation fuel.

Phillips 66 is turning restaurant grease into jet fuel

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.

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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.

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© 2025 The Equilibrium

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

Newsletter

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© 2025 The Equilibrium