BlackRock Beyond ETFs: The Shift to Private Markets Becomes the True Growth Engine
GIP, Preqin, HPS: BlackRock reshuffles its assets to capture private market fees. The Aladdin/eFront tech block secures institutional distribution.
7 min ago 0 0
Michael Burry "the end is nigh": structural short on the AI trade wakes up
The founder of Scion Asset Management posts a tweet in Joker mode about the AI bubble, echoing the tech sell-off in June. Contrarian signal or early call?
7 min ago 0 0
Eleanor Whitfield
Binance: outflows tripled to $1.23 billion and ETH withdrawals at their highest in 3 years
Post-MiCA and pre-Fusaka, the rotation of ETH off CEX signals a structural shift in custody and yield - not a capitulation. The funding rate remains calm.
8 min ago 0 0
Yuki Tanaka
Berkshire $397B in cash: Greg Abel inherits a dry weapon and a message
Berkshire's record war chest at the opening of the Abel era is as much a tool as an implicit signal on US valuations.
8 min ago 0 0
Sofia Marchetti
Gold and central banks: the WGC 2026 survey confirms a structural accumulation cycle
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.
yesterday 6 3
Heinrich Vogel
Solana +19% on Securitize listing: tokenization validates a secondary rail
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
yesterday 4 2
Elena Fischer
Shortened week, strong signal: June's jobs report validates the Fed pause and reignites global risk-on
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.
yesterday 8 3
Eleanor Whitfield
NFP June 2026: 147K jobs below consensus, unemployment down due to contraction - market reads dovish ahead of July 4th
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 1
Heinrich Vogel
NFP June 2026: Disappointing Jobs, Deceptive Unemployment - The Fed Trapped Ahead of the FOMC
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.
Jul 3, 2026 at 08:35 9 3
Heinrich Vogel
AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 5
Arjun Mehta
The average investor is turning away from the Magnificent 7: flows confirm the rotation
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 2
Eleanor Whitfield
Merz unveils €10 billion in tax relief: Germany's budgetary awakening changes the ECB equation
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 5