Insightful Analysis on Economics, Markets & Global Affairs

Oklo's test reactor hit a milestone in August, but its first dollar of commercial electricity revenue is unlikely before 2028, and the math is tighter than the headlines suggest.

Curaleaf's $260M bid for Aurora Cannabis signals a consolidation wave in cannabis, and rival Green Thumb may be next to move or be moved on.

Commerzbank's chair says UniCredit seized control through a financial loophole, and is calling for Germany to rewrite its takeover rules.

Treasury's bond buyback plan briefly calmed markets, but J.P. Morgan says it reschedules the problem rather than solves it.

Rocket Mortgage is running a national campaign urging homeowners to borrow against their homes to pay off credit cards. The math can work. The risk is real.

A Reuters photo caught Treasury Secretary Scott Bessent's to-do list at Camp David: buy $5-10 billion in Japanese yen, a move not made since 2011.

The US antitrust clock has run out on the Saipem-Subsea7 deal, clearing a major obstacle to a merger that would reshape the offshore energy services industry.

Ken Griffin's Citadel stepped in to rescue Situational Awareness after the AI-focused hedge fund lost 67% of its value in July, buying a chunk of its $16 billion portfolio.