The worst monthly close for tech mega-caps since 2022: in thirty days of June, the seven Nasdaq giants collectively lost $2.3 trillion. A major market signal at the opening of H2 2026.
Jun 30, 2026 at 16:47 8 9
The market is penalizing Microsoft's AI capex spending before monetization is proven—a structural warning for all of Big Tech at the start of H2 2026.
Jun 30, 2026 at 10:08 10 11
After weeks of hawkish rhetoric, the *Financial Times* reveals that President Warsh is seeking to reassure markets. This shift in tone alters the geometry of the bond market for H2 2026—without constituting an official pivot.
Jun 26, 2026 at 08:37 13 13
90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
6 h ago 6 7
Fewer jobs than expected, unemployment declining for the wrong reasons: June's NFP report gives markets the dovish reading they were waiting for. July's FOMC meeting becomes the pivotal issue under Warsh.
yesterday 7 9
The U.S. employment report for July 3 presents an end-of-cycle paradox: job creation is slowing, but the unemployment rate is falling—not due to economic strength, but because of a shrinking labor force linked to tighter migration policies. Markets are relieved, but Warsh's Fed doesn't have a free hand.
yesterday 9 13
On July 1, 2026, Europe shifted into the era of regulated crypto. Binance is out. Coinbase, Kraken, and Paymium are in. The market will never be the same again.
Jul 1, 2026 at 22:49 8 9
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 8
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 10
As markets digest the worst monthly close for the Mag7 since 2022, U.S. Q2 2026 growth surprises on the upside. A macro paradox that reinforces the "higher for longer" stance and complicates any Fed pivot scenario before the end of the year.
Jun 30, 2026 at 16:49 8 9
At the close of Q2 2026, the yen hits a 40-year low against the dollar. The Nikkei and Kospi post a strong quarter in nominal terms—a paradox masking structural monetary fragility. Both the BoJ and FOMC meet on July 30-31: the dual catalyst approaches.
Jun 30, 2026 at 09:35 9 12
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)