The stock market is America's savings: why even a 2.9% Nasdaq drop hurts households
On October 30 the Nasdaq dropped 2.86% in a single session, while Intel collapsed 29% - its worst day since the 1970s, erasing roughly $12 billion of market…
Market Research
Historical market events, unusual price movements and data-driven research.
Latest in Market Research
Fitch cuts France's outlook to negative in an unscheduled move: what it means for the euro and who sells French debt next
On October 30 Fitch moved France's outlook to "negative" from "stable" in an unscheduled review, affirming the rating itself at A+. Formally a warning rather…
BlackRock cuts US stocks to neutral and says buy Treasuries
The world's largest asset manager has turned cautious on American stocks. BlackRock's Investment Institute (BII) downgraded US equities to neutral from a…
Fifty million Europeans face a choice between food and heating
Some 50 million Europeans will have to choose between food and heating this winter. EU Energy Commissioner Dan Jørgensen warned in Luxembourg on 29 October…
Binance loses $6.3 billion: an engineer's laptop and a North Korean trail
October 29, 2026 turned out to be to crypto what the same day was to stocks: first the Nasdaq fell 1.4% on Alphabet, Amazon and Intel earnings, then, after…
Amazon and Intel crash as the AI race destroys stocks on every metric
Yesterday, October 29, the AI trade cracked again. It began with Alphabet: its report showed negative free cash flow of $9.1 billion, and the stock fell 12% -…
Alphabet falls 9% as the AI race eats all of Google's profit
Alphabet's stock fell roughly 9% in after-hours trading Wednesday, and it is not random volatility. On October 28 the company reported third-quarter results,…
Oil: a US production record does not end the deficit
The Energy Department's weekly report for the week to 23 October delivered two signals at once: US crude output rose to 13.99 million barrels a day, an…
US debt hits $40.5 trillion, and the interest bill is a record too
US national debt hit a record $40.53 trillion on 26 October: $32.6 trillion held by the public and $7.9 trillion intragovernmental. The $40 trillion mark was…
The bubble bursts: STAR50 loses 40% and $480 billion. What went wrong
China's AI bull market has ended in a bust. The STAR50 closed at 1,252.28 on 27 October, a seven-month low and 44% below its intraday peak on 1 July. From the…
The ECB will almost certainly pause. December is the real question
The ECB meets on Thursday 29 October, not 28 as some calendars suggest. The decision is due at 14:15 CET, Lagarde's press conference at 14:45. Everyone…
The Justice Department joins X's fight against Brussels over the first DSA fine
On September 24, 2026, the U.S. Department of Justice filed an application with the EU General Court in Luxembourg to intervene in the case brought by X Corp.…