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
2026-05-16 UTC
SK Hynix's Trillion-Dollar Ascent: A Signal of Concentrated Value and Systemic Weight
markets
2026-05-15 UTC
Stellantis's €1 Billion China EV Bet: A Localized Pivot in a Volatile Market
markets
2026-05-14 UTC
Physical AI's Industrial Re-rating: Fanuc's Surge Signals a Deeper Shift
markets
2026-05-13 UTC
The Maturing AI Narrative: SAP's Sapphire Signal
markets
2026-05-13 UTC
T-Mobile US: The Concentrated Driver of Deutsche Telekom's Q1
markets
2026-05-12 UTC
B2B Data Growth Under Scrutiny: ZoomInfo's Guidance Cut Signals Broader Reassessment
markets
2026-05-11 UTC
Reinsurance Profitability: The Nuance of Growth Amidst Unmet Expectations
markets
2026-05-10 UTC
Qatar's Hormuz LNG: A Reassessment of Maritime Risk
markets
2026-05-09 UTC
German Pharma Confronts a Structural Fiscal Headwind
markets
2026-05-08 UTC
The Strategic Ambiguity of a Unilateral Ceasefire Announcement
markets
2026-05-07 UTC
AI’s Hardware Ambition Meets Capital Reality: The OpenAI-Broadcom Signal
markets