Amazon’s $11.6B Globalstar Bet: Taking On SpaceX Starlink
Amazon’s $11.57B all-cash bid for Globalstar signals a major escalation in its satellite rivalry with SpaceX Starlink — and a new era of space M&A.
capital markets
BofA and Morgan Stanley Q1 2026: The Final Act in Bank Earnings Season
Bank of America and Morgan Stanley close out big-bank earnings season in Q1 2026. Here’s what traders and investors are watching most closely.
March PPI Cools: What It Means for Fed Rates and Bonds
March 2026 PPI rose just 0.5% vs 1.1% expected. Here’s what the wholesale inflation surprise means for Fed policy and bond markets.
Junk Bonds in 2026: What Widening Credit Spreads Are Signaling
High-yield credit spreads are widening in 2026. Here’s what the junk bond market is telling investors about recession risk, corporate debt, and what comes next.
Private Credit at $2 Trillion: The New Face of Corporate Lending
How private credit crossed $2 trillion in AUM—and why corporations are choosing direct lenders over banks in 2026.
Kevin Warsh at the Fed: What Markets Need to Know Before April 21
Trump’s Fed chair pick Kevin Warsh faces a Senate confirmation hearing April 21. Here’s what his hawkish track record means for rates, bonds, and equities.
Rate Cuts Delayed to 2027: What It Means for Bond Markets
The Fed’s Goolsbee signals rate cuts may wait until 2027 as March PPI hits a 3-year high. Here’s what the pause means for bonds and borrowing costs.
Q1 Bank Earnings: Citigroup Soars as Wells Fargo Stumbles
Citigroup’s Q1 profit surged 42% on trading and dealmaking while Wells Fargo fell 5% on a revenue miss. Inside the 2026 bank earnings split.
Stocks and Bonds Send a Rare Recession Warning in 2026
A rare alignment of stock and bond market warning signals — mirroring patterns seen before every U.S. recession since 1970 — is putting capital markets on edge.
SEC DeFi Green Light: Inside the Landmark Regulatory Shift
The SEC exempted DeFi user interfaces from broker-dealer rules in a landmark staff statement — a watershed moment for crypto capital markets.