Section
Analysis of markets, central banks, trade routes, jobs and the household economics behind the headlines.
Nvidia signed MoUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilise over $500bn of third-party capital. Its shares fell. Here is why.
11 Aug · 11 min read
Business & EconomyRevenue nearly doubled to $7.8bn. Capital expenditure hit $18.4bn, over 80% of it on artificial intelligence. Inside the numbers that knocked SpaceX below its IPO price.
9 Aug · 10 min read
Business & EconomyWashington has imposed a 15% tariff and hard price floors on polysilicon, the ultra-pure silicon behind every chip and solar panel. Here is what changes on 4 December, who wins, who pays, and why a material most people have never heard of now decides the cost of electricity and computing.
7 Aug · 11 min read
Business & EconomyTariffs, export controls and rerouted shipping lanes are quietly rebuilding the world economy. Here is how the new trade map reaches your household budget.
6 Aug · 10 min read