By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
PRL Global Ramps Up Ardmore Phosphate Output, Eyes Cheaper Bulk Shipping
PRL Global has shipped 55,800 tonnes of rock phosphate from its Ardmore mine and is in talks to switch from container to bulk shipping. The
Li-FT Power Expands High-Grade Lithium Discovery at Yellowknife Project
Li-FT Power's latest drilling at its Yellowknife Lithium Project found wider, higher-grade lithium mineralization, including a 1,000-meter s
TSX Posts Eighth Straight Quarterly Gain, But Lags US Rally Amid Trade Uncertainty
Canada's S&P/TSX Composite rose 6.4% in the second quarter, its eighth straight quarterly gain and longest streak since 1996. However, it la
Jana Partners Quietly Builds Over 1 Million Shares in AI-Focused Everpure
Activist hedge fund Jana Partners quietly built a stake of over 1 million shares in Everpure, using an SEC process to keep the position hidd
Celsius Core Sales Slow as SKU Trim Bites, but Alani Nu Growth Offers Hope: UBS
Celsius is trimming its product lineup and resetting shelf space, causing a short-term sales dip. UBS sees the core business slowing but exp
COFCO Dominates ICE Sugar Deliveries as July Contract Expires with 796,500 Tonnes
ICE's July raw sugar futures contract expired with unusually large physical deliveries of 796,500 metric tons. China's COFCO was the sole se
JPMorgan's 15% Sable Offshore Loan Cut to $675 Million as Demand Falters
JPMorgan Chase has cut Sable Offshore's loan to $675 million after weak demand, even with a 15% coupon. The deal also includes a $400 millio
June Gloom Hits Magnificent Seven as AI Spending Fears Mount
The Magnificent Seven tech stocks all fell in June as investors grew concerned about their massive AI spending. Meanwhile, chipmakers and ot
Comcast Split: UBS Says Cable Separation Could Unlock Deal Value
Comcast is preparing to split its cable business from media assets NBCUniversal and Sky. UBS says the move could clarify valuations and make
Yen Hits 40-Year Low Despite Record $72.5B Intervention
The Japanese yen has slumped to its lowest level in 40 years, hitting 162 against the dollar. This comes despite a record $72.5 billion inte
STOXX 600 Surges 10% in Best Quarter Since 2020, AI Tech Stocks Lead Rally
Europe's STOXX 600 index just posted its best quarterly gain since 2020, rising 10% as AI-fueled tech stocks surged. The rally was led by se
Chip Stocks Power Nasdaq Higher as Oil Prices Slip
The Nasdaq climbed 1.2% as chip stocks like AMD jumped 7.1%, while oil prices slipped. The move underscores how a handful of tech giants can