Opinion

25

Sep 2026
IBM, Swift and the Rise of Tokenised Bank Deposits

Banks are adopting blockchain their way, using tokenised deposits to modernise payments while keeping control of regulated money.

24

Sep 2026
America’s Diesel Boom Is Running Into a Political Ceiling

The diesel shortage made US refiners winners. Now politics is testing how long the boom can last.

21

Sep 2026
Nike’s Index Exit and the Repricing of Sports Brands

Sports brands are losing investor confidence despite strong demand. Here is why Nike, adidas and Lululemon stocks are under pressure.

11

Sep 2026
Premium at What Cost? UNH’s Recovery Faces an Optum Health Test

UNH has repaired its insurance business. Now Optum Health must prove whether the recovery has enough momentum to keep shares moving.

10

Sep 2026
The Inflation Measure Keeping the Fed Cautious

US rents are cooling, but shelter inflation remains sticky. The CPI lag could influence how the Fed approaches future rate decisions.

8

Sep 2026
Why Gold Stopped Trading Like Gold

Gold has fallen 9% even as conflict escalates. A soft August NFP would trim Fed hike odds, but real yields, a firm dollar and oil still cap any rebound.

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