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.
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.
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%.
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 and Restaurant Technologies have struck a deal to collect used cooking oil from 45,000 food service sites and convert it into aviation fuel.
Blackstone says Anthropic may carry a below-investment-grade credit rating after it goes public, a signal of real financial risk beneath the AI hype.
Blackstone says Anthropic may carry a below-investment-grade credit rating after it goes public, a signal of real financial risk beneath the AI hype.
The world's largest crypto exchange froze billions in assets after a suspected hack, and the shockwaves hit Bitcoin, Ethereum, and 300 million users.
The world's largest crypto exchange froze billions in assets after a suspected hack, and the shockwaves hit Bitcoin, Ethereum, and 300 million users.
Google's parent posted its worst-ever stock drop after profits missed badly, but it plans to spend up to $205bn on AI in 2026 regardless.
Google's parent posted its worst-ever stock drop after profits missed badly, but it plans to spend up to $205bn on AI in 2026 regardless.
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Treat yourself to information rid of fiction and slogans.
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.
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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