Economy

The Bank of Korea lifted its benchmark rate a quarter-point to 2.75%, its first increase in three and a half years. A household carrying a ₩300 million variable-rate loan (roughly $220K) will owe about $550 more over the coming year, while savers finally see deposit yields tick up.

Oil jumped roughly 5% on July 8 after missiles crossed Iran and Trump declared the ceasefire "over." Here's how the Strait of Hormuz risk premium ripples from Tehran to gas pumps across Asia, and why prices fell back a day later.

Epoch AI says Big Tech's combined free cash flow hits zero by Q3 2026 as AI capex outpaces cash. Compare the bubble and bull case—and check your 401(k).

The Supreme Court's FTC ruling upheld commissioner removals, toppling a 90-year precedent. Here's what it means for M&A, antitrust, and SEC enforcement.

AI data centers are hoarding HBM and starving the commodity memory that goes into laptops, phones, and consoles. Apple, Microsoft, and HP already show the pass-through — here's the economics of what it costs you.

Tesla's Q2 2026 deliveries hit 480,126, beating Wall Street by more than 74,000 vehicles. Yet shares slid roughly 7% the same day — the worst drop in over a year. Here's why the beat and the sell-off tell the same story.

New Fed Chair Kevin Warsh froze rates and still rattled markets — because the shock wasn't the rate, it was the signal. Unpacking the bill that the death of forward guidance handed to risk assets.

Ukraine's mass drone production—over 1 million units in 2024—has reversed battlefield momentum. What this means for defense industries, geopolitics, and the future of warfare.

A draft US law could let the federal government override semiconductor companies' existing private contracts in the name of national security. Here's what's at stake for the industry.

Salesforce beat Q1 estimates and Agentforce hit $1.2B annualized revenue. But a soft RPO and slightly missed guidance tell a more complicated story about AI's threat to enterprise software.

Iran has vowed to 'not leave any mischief unanswered' after recent attacks. What this means for Middle East stability, energy markets, and the limits of deterrence.

Explore the looming leadership shift at Apple. Can John Ternus fill Tim Cook's $3 trillion shoes? Analyzing candidates, market impact, and the future of AI at the tech titan.