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Treasury Expands Long-Term Debt Buybacks
The US Treasury expanded long-term debt buybacks in its August 2026 quarterly refunding schedule.
Rebecca Stern
Financial analysis and economic commentaryMarkets · Economy · Capital
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S&P 500 Hits Record High as AI Drives Market Surge
The S&P 500 reached a record high of 7,757.64 on August 7, 2026, propelled by strong technology and AI earnings amid a favorable economic backdrop.
By Gregory Haas
WSE / Analysis Ledger
Latest intelligence
▲ Markets
Anthropic Passes OpenAI on Revenue Ahead of IPO
Anthropic booked $11.5B in Q2 against OpenAI's $6.7B and a $65B run rate, with a small operating profit against a $12.3B loss, weeks before both IPOs.
Gregory Haas
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Nvidia Falls as AI Stocks Retreat
Nvidia shares fell as investors sold AI-related stocks amid renewed concern about infrastructure spending.
Gregory Haas
▲ Markets
Unitree Stock Soars 500%, Valuing Robot Maker at $53bn
First-day buyers paid roughly 212 times trailing revenue for Unitree Robotics. A look at the float mechanics, the CXMT precedent, and what an allocator should actually watch.
Gregory Haas
▲ Markets
Aschenbrenner's $35bn Loss Tops FT's All-Time Leaderboard
FT Alphaville's leaderboard of the 25 biggest trading losses ever puts Situational Awareness first at about $35bn, ahead of Morgan Stanley, Archegos and LTCM.
Gregory Haas
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Anthropic Joins FCA Supercharged Sandbox
Anthropic will provide Claude and related tools to the second cohort of the FCA's Supercharged Sandbox.
Rebecca Stern
▲ Markets
Meta, Microsoft Lead Big Tech's $3T Off-Balance-Sheet AI Debt
A WSJ analysis puts nine tech companies' unrecognised AI obligations near $3 trillion. What the number contains, why it sits in footnotes, and why credit markets care.
Rebecca Stern
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US Inflation Eases to 3.4% in July
July 2026 CPI data shows a 0.1% monthly rise and 3.4% annual gain, signaling cooling inflation with implications for markets and policy.
Dennis Yardley
▲ News
Fed Minutes Reveal Split Over Further Rate Hikes
FOMC Minutes 2026 highlight a significant policy split, revealing AI-driven market implications and potential impacts on economic directions.
Rebecca Stern
▲ News
Fed Projections Point to Higher Rates
The Federal Reserve's June projections show officials lifting their expected rate path amid persistent inflation.
Catherine Brewer
▲ News
Fed Holds Rates as Officials Signal 2026 Hike
The Federal Reserve holds its target rate at 3.50%-3.75% while updated projections point to a possible hike later this year.
Rebecca Stern
▲ News
Apple Q3 2026 Results Fuel IPhone-led Growth
Wall Street Economicists provide a detailed analysis of Apple's Q3 2026 results, with a focus on iPhone-driven growth and diverse services mix.
Catherine Brewer