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
2026-09-29 UTC
Public Markets Reassert Valuation Discipline on IPOs
markets
2026-09-27 UTC
Taiwan's Defense Needs: A Sustained U.S. Strategic Signal
markets
2026-09-25 UTC
The Medicare Advantage Star Rating Lever: Humana's Rebound and Market Recalibration
markets
2026-09-24 UTC
Yields and Oil: The Persistent Squeeze on Equity Valuations
markets
2026-09-24 UTC
Macro Gravity: Why Yields and Oil Re-Anchor Risk Assets
markets
2026-09-23 UTC
Oil's Slide: The Market Discounts Future Supply on a Political Signal
markets
2026-09-19 UTC
The Federalization of AI: A Strategic Reorientation Signal
markets
2026-09-16 UTC
Moonpig's FY27 Reaffirmation: The Value of an Unchanged Trajectory
markets
2026-09-15 UTC
UK Labor Market: A Deceptive Calm Before the Storm?
markets
2026-09-14 UTC
Wizz Air's Measured View on airBaltic's Distress
markets
2026-09-14 UTC
Private Equity Exits Meet Infrastructure Appetite: A $1.5B Signal
markets