In the largest acquisition in its history, Rocket Lab takes over Iridium Communications for $8 billion - a deal that radically transforms the company into a global LEO constellation operator, with direct exposure to DoD defense contracts.
Jun 29, 2026 at 17:15 12 11
147,000 jobs in June, below expectations - but unemployment falls due to contraction in the labor force. Markets have chosen their interpretation: dovish. The question remains whether this will hold until the FOMC on July 29-30.
22 h ago 8 8
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
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
WTI below $70 is usually good news. Not this time. With core PCE at +4.0%, energy disinflation masks services inflation and puts the Fed in an untenable position.
Jun 26, 2026 at 23:04 12 10
Before the release of the June 25 PCE core, Bitcoin leveraged proxies collapse - funding rates overheating and lack of spot ETF bids form a bearish cocktail in the short term.
Jun 25, 2026 at 16:27 9 8
Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 9
Anthropic's job offers reveal its global infrastructure plan. Behind local recruitments: Dublin, Amsterdam, Singapore, Tokyo. The model is hyperscaler-dependent-but the real bottleneck is certified low-carbon energy.
Jun 25, 2026 at 09:45 9 9
