July Fed hike odds rise as oil shock revives inflation concerns
Futures and prediction markets still lean toward no Fed move in July, but the probability of a quarter-point increase has climbed...
By Marcus V. Thorne 2 months agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
Waller urges Fed patience on rates as inflation risks persist
Fed Governor Christopher Waller said policymakers should await more inflation data, while warning that persistent price pressures...
By Marcus V. Thorne 2 months ago
Rhode Island ranks last in CNBC state economy study for 2026
CNBC’s 2026 business ranking put Rhode Island, Maryland and West Virginia at the bottom on state economic strength.
By Marcus V. Thorne 2 months ago
AI exposure is reshaping job exits among older US workers
Boston College research finds workers 55 and older in AI-exposed roles are leaving jobs more often since ChatGPT’s launch.
By Marcus V. Thorne 2 months ago
Trump says US should be paid to guard Strait of Hormuz
The president told Fox News the US would “probably run” the key oil-shipping route amid renewed conflict with Iran.
By Marcus V. Thorne 2 months ago
Bridgepoint agrees majority investment in Denmark’s UMag
The private equity group will take control of the Danish defence technology specialist, PE Hub reported, with founders staying in...
By Marcus V. Thorne 2 months ago
Chinese EV groups widen overseas investment lead over US rivals
Atlas Public Policy says Chinese companies announced nearly $101bn in overseas EV and battery investments from 2019 to 2025, versu...
By Marcus V. Thorne 2 months ago
80/20 Institute pitches EBITDA gains through profit concentration
The firm is targeting PE-backed and middle-market operators with a framework focused on customer and product concentration rather...
By Marcus V. Thorne 2 months ago
80/20 Institute launches PE CEO playbook for first 100 days
The operating guide targets private-equity-backed CEOs under pressure to preserve deal assumptions and expand EBITDA as hold perio...
By Marcus V. Thorne 2 months ago
Helsing raises $1.8bn as defence technology funding accelerates
The German defence start-up said the round valued it at $18bn and would fund new AI platforms for partner nations.
By Marcus V. Thorne 2 months ago
McConnell says fall and pneumonia caused weeks-long Senate absence
The Kentucky Republican said doctors ruled out a heart attack, stroke, concussion and broken bones, but he is not yet returning to...
By Marcus V. Thorne 2 months ago
Analysts cite AI demand in calls on Amazon, Marvell and AMD
TipRanks-tracked analysts maintained buy ratings on Amazon, Marvell and AMD, with cloud and data-center AI demand central to their...
By Marcus V. Thorne 2 months ago