Cryptocurrencies
Sunset Market Commentary
Markets Moves in core bonds continue to point at bear steepening pressures. The 30-yr in the US turned a 2 bps loss into a 2 bps gain for the day, keeping the tenor near the Read more…
Cryptocurrencies
Warren Buffett’s Berkshire doubles down on undervalued retail stock
Warren Buffett‘sBerkshire Hathaway made a move that caught even longtime investors off guard. The conglomerate first built a new position in Macy’s in Q1 of 2026, marking its first public bet on a department store Read more…
Cryptocurrencies
Canadian Inflation Heated Up in July
Headline CPI inflation ticked up slightly further than markets were expecting to 3.0% year-on-year (y/y) in July, from 2.8% in June, thanks to high gasoline prices. That was one tick higher than markets were anticipating. Read more…
Cryptocurrencies
The Yen: Has the Trend Finally Been Broken?
Currency interventions spooked speculators trading USDJPY. The likelihood of a Fed rate hike in 2026 continues to fall. The US dollar fell back to a two-month low after a sudden 0.6% decline in US retail Read more…
Cryptocurrencies
Apple’s $54 billion iPhone machine may be about to break its biggest ritual
For nearly two decades, September has usually meant one thing for Apple investors: a new iPhone cycle. That pattern may be about to change. Apple (AAPL) is reportedly planning to launch the iPhone 18 Pro Read more…
Cryptocurrencies
Dollar Selloff Builds, but Fed Minutes and Brent $90 Hold the Next Tests
Dollar extended its selloff into the new week without any fresh negative catalyst, instead continuing to digest the cumulative case built by weaker employment, softer retail sales and cooling inflation. September hike odds have fallen Read more…
Cryptocurrencies
Morgan Stanley’s troubling housing forecast is playing out now
In February 2026, mortgage rates fell below 6% for the first time in three and a half years, briefly pushing housing affordability to its most favorable level since 2022, FreddieMac reported. That window of relief Read more…
Cryptocurrencies
Anthropic’s $2 trillion IPO dream rests on staggering revenue bet
The artificial-intelligence boom is about to face one of its largest tests of valuations. Anthropic, the company behind the Claude AI models, is projecting roughly$190 billion to $200 billion in revenue for 2028, according to Read more…
Cryptocurrencies
Canada CPI Accelerates to 3% as Energy Shock Meets Firmer Core Inflation
Canada inflation accelerated more than expected in July, with headline CPI rising from 2.8% to 3.0% y/y, above 2.9% consensus. Monthly CPI swung from -0.4% m/m to +0.5%, also stronger than 0.4% expected. Gasoline was Read more…
Cryptocurrencies
Aston Martin just built a $2 million bet on survival
Scarcity is the oldest trick in luxury, and the only one that has never stopped working. You cannot manufacture heritage. You cannot rush a reputation. What you can do is decide, in advance, that a Read more…