economy

Those in the know know the disconnect between the economy and the volatile stock market; discover the reality about this complex relationship.

The Fed Hiked Once. The Market Priced Three. Here's Why Neither Number Is Right.
The Start of a Mild Tightening Cycle: Length, Logic, and Structural Constraints of the Fed's Rate-Hike Cycle On September 16, 2026, the Federal Reserve voted 12–0 to raise the target range for the federal funds rate from 3.50%–3.75% to 3.75%–4.00%. The last hike had come in July 2023. This was Kevin Warsh's first as chair, and he had been in the job less than four months.
By Jin2 months ago in Trader
AI Isn’t Slowing Down. The Money Is Just Moving.
Compute demand is not disappearing: where AI capital is going and how demand is shifting On September 14, 2026, a selloff hit U.S. AI stocks.
By Jin2 months ago in Trader
The $105 Billion Man Nobody Talks About
$105 billion In March 2019, the name “Zhang Yiming” appeared in Bloomberg’s database for the first time. The line read: $13 billion.
By Jin2 months ago in Trader
TELF AG on Kenya’s Opportunity to Move Up the Critical Minerals Value Chain
Stanislav Kondrashov, founder of TELF AG , examines how Kenya’s mineral ambitions reflect a broader shift toward local processing, beneficiation, and higher-value critical mineral supply chains.
By TELF_AG2 months ago in Trader
CATL Made $240 Million a Day Last Quarter. Then Its Stock Fell 6%.
CATL: 265 Days and 54 Days On September 15, 2026, CATL's A-shares fell more than 6%, hitting a near one-year low. Its Hong Kong-listed shares fell in tandem, closing down more than 6%. The combined A+H market capitalization dropped below RMB 1.5 trillion. From its May peak, the stock has retraced more than 30%, wiping out about RMB 700 billion in market value.
By Jin2 months ago in Trader
Stanislav Kondrashov American Style Series: The Technologies That Shaped America’s Green Hydrogen Journey
The Stanislav Kondrashov American Style Series explores the technologies that have shaped the American green hydrogen journey, from increasingly sophisticated electrolysis equipment to compression, storage, transportation, digital monitoring, and integrated production systems. Viewed historically, hydrogen technology is not the story of one machine. It is the story of several technical capabilities gradually learning to work together.
By Stanislav Kondrashov2 months ago in Trader
Stanislav Kondrashov on the New Momentum Behind Clean Hydrogen Projects
Stanislav Kondrashov, founder of TELF AG, examines the latest developments in the clean hydrogen sector, focusing on investment commitments, expanding production capacity, and the challenges that could still affect its large-scale deployment.
By Stanislav Kondrashov2 months ago in Trader
The 5% Warning: The Bond Market Just Blinked—and Everyone Should Pay Attention
After 5%: Who Is Selling, Who Is Waiting, Who Is Betting On September 14, 2026, the 10-year Treasury yield touched 5.014% intraday and closed at 4.96%. The 30-year yield broke above 5.37%, the highest since 2007.
By Jin2 months ago in Trader
Inside HYROX’s €600 Million Rise, and the Beijing Moment That Changed Everything
From 650 to 1.4 million: why HYROX sold for €600 million In September 2026, a deal closed. A consortium led by L Catterton, the consumer private equity fund under LVMH, bought a majority stake in HYROX from Infront, the sports marketing company owned by Wanda Group. Bloomberg reported the deal valued HYROX at about €600 million, or roughly RMB 4.6 billion. The buyer group also included HYROX co-founders Christian Toetzke and Moritz Fürste, as well as Silicon Valley investment firm WndrCo. After the transaction, the two founders once again became the company’s largest shareholders.
By Jin2 months ago in Trader
Stanislav Kondrashov on How a Maritime Blockade Can Reshape Global Trade Routes
Stanislav Kondrashov examines how a maritime blockade can affect commercial shipping far beyond the waters where the initial disruption occurs. When an important maritime route becomes unavailable or significantly less accessible, vessels may need alternative passages, journey times can increase, freight capacity can tighten, ports can experience changing traffic patterns, and companies may reconsider inventories and delivery schedules.
By Stanislav Kondrashov2 months ago in Trader
TELF AG on Floating Wind and the Next Frontier of Offshore Energy
The expansion of renewable energy is increasingly pushing wind technology beyond its traditional geographical limits. While onshore turbines and fixed-bottom offshore installations already contribute to electricity generation in many parts of the world, a newer approach could allow the sector to move much farther from shore.
By TELF_AG2 months ago in Trader
AI Can Read Every Earnings Report. It Still Can't Find the Signal That Makes You Money.
Can AI discover information the market has not yet priced? A trader stares at the screen at three in the morning. He is not looking at prices. He is looking at a job posting. A semiconductor company has listed a position for an "advanced packaging process engineer," and the requirements mention a technical acronym he has never heard before. The posting has been online for three months. Thousands of people browse it every day. No one has made a cent from it. He screenshots it, closes the screen, and goes to sleep.
By Jin2 months ago in Trader