Anthony Ajami
Markets
I write markets from the screen outward: what’s moving, what isn’t, and what that contrast usually means. Equities, FX, commodities—same question every time: is this flow, fear, or fundamentals? I’m not here to dress up price action. I focus on the few drivers that matter, the levels people care about, and the conditions that would make the current move look wrong.
Latest by Anthony Ajami
2026-10-10 UTC
Brussels' Rebalancing Act: The Structural Shift in EU-China Trade
markets
2026-10-09 UTC
SSP's Resilient Outlook: A Signal Amidst Geopolitical Crosscurrents
markets
2026-10-08 UTC
Commercial Vehicle Demand Divergence: North America's Pull vs. EV Headwinds
markets
2026-10-07 UTC
Shell's Dual Signal: Refining Resilience and Gas Market Shifts
markets
2026-10-06 UTC
Gold's Macro Crosscurrents: Yields and Dollar Outweigh Policy Hopes
markets
2026-10-05 UTC
Equity Resilience Amidst Bond Signals: A Disconnect Worth Noting
markets
2026-10-04 UTC
SpaceX's Proposed Rebranding: Ambiguity in a Shifting Orbital Economy
markets
2026-10-02 UTC
Goldman Sachs' Focus on China's Battery Sector: A Signal for Capital Reallocation
markets
2026-09-30 UTC
Pinewood's North America Expansion: A Test of Capital and Conviction
markets
2026-09-29 UTC
Public Markets Reassert Valuation Discipline on IPOs
markets
2026-09-27 UTC
Taiwan's Defense Needs: A Sustained U.S. Strategic Signal
markets