By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Hudbay Gets Green Light to Boost Copper Mill Capacity at Peru Mine
Hudbay Minerals secures a key environmental permit amendment for its Constancia copper mine in Peru, allowing the mill to process 34 million
Codelco's Copper Problem: High Costs, Not Scarce Ore, Squeeze Margins
Chile's state-owned copper giant Codelco is struggling with high operational costs and rising debt, not a lack of copper. An internal docume
Tesla Q2 Deliveries Beat Forecasts as Focus Shifts to Robotaxi and AI
Tesla delivered 480,126 vehicles in the second quarter, topping analyst estimates. Yet the stock barely budged, as the market's attention sh
Intesa Sanpaolo Completes Massive Cloud Migration of Core Banking Systems
Intesa Sanpaolo has migrated more than 800 core banking applications to Google Cloud, decommissioning an equal number of on-premises systems
AI Plugins Reshape Enterprise Tech Budgets, Leaving Core Subscriptions Intact
New analyst data shows enterprise software subscriptions remain resilient, but AI funding is squeezing budgets for new seats, licenses, and
Jaguar Land Rover Sales Drop 15% on Supply Fire and Model Phase-Out
Jaguar Land Rover reported a 15.3% drop in retail sales to 80,000 vehicles in its fiscal first quarter, driven by a supplier fire and softer
Tesla Shanghai Deliveries Rise 24% in June, but BYD's Q2 EV Sales Top 557,000
Tesla's Shanghai export hub posted another month of delivery growth in June, but BYD's massive Q2 EV sales highlight the intensifying battle
Rivian Raises 2026 Delivery Target to 70,000 as R2 SUV Gains Traction
Rivian raised its 2026 delivery target to 65,000–70,000 vehicles after second-quarter deliveries rose 14% to 12,194, helped by the first cus
Blue Owl Keeps 5% Exit Cap as Redemption Requests Ease to $4.7 Billion
Blue Owl Capital kept a 5% quarterly withdrawal cap on two non-traded private credit funds, even as redemption requests fell to $4.7 billion
FTSE 100 Edges Up as AstraZeneca Deal Boosts Healthcare; US Jobs Data in Focus
The FTSE 100 edged higher as AstraZeneca's $1.77 billion kidney-drug deal lifted healthcare stocks. Investors are watching Friday's US jobs
AI and Big Tech Keep Volatility Elevated While Other Markets Calm Down
Most markets saw a quiet week with implied volatility easing, but tech-heavy indexes stayed choppy. The divergence highlights how AI and big
UAE Stocks Split as Retail T-Sukuk Debuts on Nasdaq Dubai
UAE stocks closed in opposite directions on Thursday, with Abu Dhabi edging up and Dubai slipping, as markets looked ahead to Friday's PMI d