Briefed News
Business, markets, economics and policy from the Briefed newsroom. Every story is sourced and connected back to the wider briefing.
A 50-60% oil price spike was, it turns out, all India needed to tip its EV market into a new gear. The Financial Times reports since the Hormuz crisis began, with the surge concentrated among urban middle-class buyers and commercial fleet operators whose fuel costs are most sensitive to petrol prices.
Kevin Warsh held rates at 3.5-3.75% yesterday and still managed to send two-year Treasury yields up 15 basis points, because the message was the meeting, not the decision.
BWX Technologies has agreed to license its small modular reactor design following sustained pressure from activist investor Ananym Capital Management, which argued that the IP from…
The FOMC voted unanimously to hold, but Kevin Warsh's description of internal deliberations as a 'good family fight' is the most honest thing a Fed chair has said about FOMC…
Onitsuka Tiger delivered 34% net sales growth to 46.8 billion yen in ASICS's latest quarter, with trade sources citing an operating margin of around 38%, making it one of the…
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Page 2At the G7 in Evian, Trump admitted to a 'little dispute' with Netanyahu over Lebanon, which is diplomatic shorthand for a substantive disagreement that could unravel the wider regional settlement he is trying to lock in.
There is no 'turn off Gemini in Docs' button inside Google Docs. To disable it, you navigate to Gmail settings, find smart features, toggle off two separate options in a submenu called 'Manage Workspace smart feature settings',…
Braskem faces an approximately $100 million coupon payment on its international bonds in July, and the out-of-court restructuring talks have hit a wall over creditor treatment: some lender groups are objecting to what they see as…
Imperial College London reached number two globally in the QS 2026 rankings, which sounds like good news until you look at the research-specific Leiden table, where Zhejiang University is now ranked first in the world and seven or…
Serve Robotics has grown from roughly 100 to 2,000 autonomous sidewalk vehicles in twelve months, Starship and Coco each have fleets in the thousands, and the regulatory framework in most US cities still has not decided whether a…
Malaysia's bond-swap spread sits at plus 12 basis points, meaning government bonds yield less than equivalent interest-rate swaps, a signal of relative sovereign confidence that Thailand, South Korea, and India cannot currently…
Kardigan priced its IPO at $400 million, above the original $373 million target, becoming the fourth biotech in 2026 to raise at least that amount and pushing the median 2026 biotech IPO size to nearly $302 million, well above any…
Speculative dollar longs are at their highest level in over a year, with the largest single-week increase since 2018 according to CFTC data, and the macro case for it is firmer than a pure safe-haven snap.
Hedgeye's Felix Wang has put a HK$407 fair value on Zhipu as a short, running directly against the momentum that has made it the hottest name on the HSTECH Index this year, and his core argument is that DeepSeek's V4 model has…
Apollo and Bain Capital have advanced to the front of the pack in the auction for Continental's ContiTech industrial unit, with a valuation range of roughly 3.5 billion to more than 4 billion euros and an expected debt package of…
The post-Brexit regulatory reset is not a simple loosening of financial rules, it is a redistribution of where risk is managed.
IMF chief Kristalina Georgieva is now arguing explicitly that AI will worsen inequality in most scenarios unless governments intervene, pointing to her institution's own estimate that roughly 60% of jobs in advanced economies face…
The SFC is distributing a HK$1 billion compensation pool funded by PwC Hong Kong for Evergrande minority shareholders, and it has refused to pause despite a judicial review filed by Evergrande's own liquidators, as confirms.
Huawei has reached 7nm domestic production via SMIC using advanced DUV multi-patterning, and DeepSeek's R1 model delivers competitive reasoning performance at significantly lower compute cost than Western equivalents, which…
When the federal government files to protect 46 unpermitted gas turbines on the grounds that they power systems used in military operations, the boundary between environmental law and industrial policy has effectively dissolved.
Trump adviser Massad Boulos has spent months brokering a power-sharing arrangement built around two family networks: the Dbeibehs in the west and the Haftars in the east, with the reported plan installing Ibrahim Dbeibeh as prime…
Basel 3.1 takes effect on 1 January 2026 in the UK, and the includes targeted easings for SME lending and infrastructure capital, but broadly preserves the post-2008 capital architecture.
The market spent months pricing a sustained supply crisis. The mechanism that would have caused it is now unwinding faster than the consensus assumed.
SpaceX opened on Nasdaq at $150 per share, roughly 11% above its IPO price, and closed day one near $161, generating approximately $75 billion in proceeds and pushing Musk's net worth past the trillion-dollar mark across SpaceX,…
Kristalina Georgieva's warning that is the quotable line, but the more consequential signal is institutional: the IMF is now running AI disruption through its macroprudential and financial-stability frameworks, not just its…
Speculative long-dollar positioning has hit its most bullish level since February 2025, driven by a US economy that keeps refusing to slow on schedule: firm retail control-group sales, sticky core inflation, and a Federal Reserve…
The US and Iran reached a deal to reopen the Strait of Hormuz, sending WTI crude down $10.70 to $80.47 and Brent down $8.71 to $84.86 as markets priced out war risk premiums.
ExxonMobil's Neil Chapman told an industry conference that global oil inventories are approaching "unheard-of levels" and warned prices will "shoot up" once stockpiles hit minimums in two to three weeks.
Sigma Healthcare withdrew from the sale process for UK retailer Boots after concluding the up to $10 billion acquisition would not meet its strategic or capital-investment objectives.
UK fraud cases jumped 17 percent to 2.09 million in the first half of 2025, with criminals stealing £629.3 million as incident volumes reached record levels despite better bank controls.
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