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Jobless Claims Keep the Fed’s Labor Market Baseline Firm

The BoJ is expected to resume policy normalisation at its meeting next week, with money markets pricing an 89% chance that the central bank will raise its short-term policy rate by 25bps to 1.00%, and an 11% probability…

When 5% Stops Being a Number and Starts Being a Problem

There is a scene in the movie version of Carl Sagan’s book Contact where the main character, an astronomer who has detected the first radio signal from an alien civilization, is being considered for the role of humanity…

Form 4 Big Digital Energy Inc For: 23 September

Energy prices look set to stay elevated through the rest of 2026 and beyond, and four high-yielding energy stocks are quietly positioned to turn that pressure into serious passive income for shareholders willing to act …

Meta at connect 2026: betting on ai glasses and personal agents

Meta introduced Muse on September 8, 2026, calling it a personal AI agent built to run errands, manage schedules, and carry out multi-step tasks across a user’s digital life. The rollout, confirmed by TechCrunch, CNET, …

Rates Spark: The Overshoot Commences

A good series of PMIs has helped nudge global rates higher. It's taken us above some key levels, namely 5.1% on the US 10yr and 3.5% on the Euribor 10yr. And the move is likely far from over. To add insult to injury, we…

Frontier AI Just Became a Price War

Every day, businesses and governments around the world are becoming increasingly reliant on America’s frontier models. Startup CEOs already can’t imagine running their companies without AI, and it won’t be long until th…

Form 4 4D Molecular Therapeutics Inc For: 22 September

Below is a look at which companies are tightening their belts and cutting staff in 2026. For last year’s tracker entries, please visit the 2025 recap article. To see which biopharmas laid off employees in the years prio…