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FEATURED ANALYSIS

  • Equities

    Big Tech Earnings: The Week the Market Graded AI Capex Line by Line

    Microsoft rose 9 per cent, Amazon 9 per cent, Meta fell 10 and Apple 7: the week the market started grading AI capex line by line. Inside the $720-745 billion ledger, the depreciation wave building…

    August 2, 2026

EDITOR’S PICKS

  • Macro & Economy

    The Joint Yen Intervention: Washington Buys Yen and the Carry Trade Blinks

    July 31, 2026
  • Monetary Policy

    The Bank of England’s Dovish Hold: 6-3 at 3.75 Per Cent and the Hike Bailey Buried

    July 30, 2026
  • Monetary Policy

    The Fed’s Triple Dissent: A 9-3 Hold and the Most Hawkish Vote in a Decade

    July 29, 2026

LATEST ANALYSIS

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  • Private Markets
    July 27, 2026

    The $16 Billion Kuwait Pipeline Deal: Private Capital Signs a 20-Year Bet Mid-Conflict

  • Macro & Economy
    July 24, 2026

    UK Property Investment Under Prime Minister Burnham: The New Policy Premium

  • Macro & Economy
    July 24, 2026

    US Forced Labour Tariffs: A 10 to 12.5 Per Cent Duty on 99 Per Cent of Imports

  • Equities
    July 24, 2026

    Intel Q2 2026 Earnings: The Fastest Growth in 15 Years Lands in a Bear Market

  • Monetary Policy
    July 23, 2026

    The ECB’s Hawkish Hold: Rates Stay at 2.25 Per Cent With September Live

  • Equities
    July 23, 2026

    Tesla Q2 2026 Earnings: Record Revenue, a One-Third Profit Miss, and an Inverted Investment Case


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The views expressed on Khan Capital are personal opinions and do not represent those of any employer or institution. Content is for educational and informational purposes only and does not constitute investment advice.

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