Stocks
The Nikkei Hit a Record High. The Stock That Got It There Sells Air Conditioners
Elliott took a 3% stake in Daikin and demanded a ¥1 trillion buyback. The stock surged 14%. The Nikkei hit 59,518, a record. Japan's governance shift is real.
Stocks
The STOXX 600 Lost 8 Percent in Five Weeks. The Recovery Trade Is Collateral Damage.
The STOXX 600 peaked at 628 on Feb 18. Five weeks later it sits at 575. Goldman forecast 8% returns. Lagarde says markets are too optimistic. What happened.
Stocks
Apollo Told Investors They Can Have 45 Cents. The Other 55 Cents Are Stuck Inside a War.
Apollo's $14.5 billion private credit fund received $1.5 billion in redemption requests. It will pay out $730 million. The gate is now the story for the entire sector.
Stocks
Four Weeks Down. No Floor in Sight.
The S&P 500 closed below its 200-day moving average for the first time since May. Four losing weeks. Dip buyers gone. The war hasn't given the market a floor yet.
Stocks
A Jury Just Told the World’s Richest Man That His Tweets Have Consequences. The Fine Won’t Matter. The Precedent Will.
A jury found Elon Musk liable for misleading Twitter investors in 2022. Damages could reach $2.6 billion. His net worth is $661 billion. The precedent matters more.
Stocks
Every Gulf Market Crashed. The Tadawul Fought Back. Here’s Why Aramco Made the Difference.
The Tadawul lost 12% in the first week of the Iran war and recovered it all. Dubai is down 17%. Aramco and an oil pipeline nobody watched made the difference.
Stocks
Japan’s Market Lost 3.4 Percent on Thursday.The Bank of Japan Blamed a War It Has No Power to Stop.
The Nikkei fell 3.4% as Iran struck Gulf energy sites and oil hit $113. The BOJ held at 0.75% and named the war directly. Japan imports nearly all its fuel
Stocks
BYD Took Tesla’s Crown and Then Lost the Plot at Home
BYD outsold Tesla by 600,000 EVs in 2025, then saw domestic sales crash 62% in January as Xiaomi's YU7 took China's top spot. Blade Battery 2.0 is the reply.
Stocks
Orlen Just Surpassed Gazprom in Market Cap. The Rest of Warsaw Is Having a Much Harder Week.
WIG20 at 3,274. Orlen just surpassed Gazprom in market cap at an all-time high. KGHM is testing key support for the fourth time. PKO BP posted record profits. Warsaw is three different trades right now.
Stocks
The PX Hit an All-Time High in February. It Has Since Lost 10%. Here Is What Actually Happened.
PX hit an all-time high of 2,805 in February. It has since fallen 10% to 2,512. The CNB meets on March 19. Here is what is driving Prague lower and what matters next.
Stocks
The S&P Hit a 2026 Low. The Equal-Weight Version Is Up 3%. Those Are Two Very Different Stories.
S&P 500 hit a 2026 low at 6,632. Adobe lost 8.85% after its CEO of 18 years resigned. But the equal-weight S&P is up 3% YTD. Here's what's actually moving.
