Skip to content
Khan Capital logo

Khan Capital

  • Home
  • About
  • Analysis
  • Ongoing Coverage
  • Markets
  • Concepts
  • Contact
Subscribe

FEATURED ANALYSIS

  • Fixed Income

    The 30-Year Treasury Yield at a 2002 High: Global Bonds Close Their Worst Month in Years

    The 30-year Treasury yield touched 5.62 per cent, its highest since 2002, as global bonds closed their worst month in years. Inside the long-end rout: the buyers who vanished, the term premium doing the work,…

    September 30, 2026

EDITOR’S PICKS

  • Macro & Economy

    US Consumer Confidence Falls to a 12-Year Low: The Expectations Index Crosses the Recession Line

    September 29, 2026
  • Equities

    The Anthropic IPO Prospectus: A $2 Trillion Question Priced in $42 Billion of Losses

    September 29, 2026
  • Equities

    Meta Muse Charm: A 30 Per Cent Month Meets Monday Profit-Taking

    September 28, 2026

LATEST ANALYSIS

VIEW ALL →

  • Fixed Income
    September 23, 2026

    The 5% World Arrives: A Failed Auction Takes the 10-Year Treasury Yield to a 19-Year High

  • Crypto & Digital Assets
    September 22, 2026

    The CLARITY Act Fails and Bitcoin Breaks $84,000 Anyway: Crypto’s Cleanest Experiment

  • Equities
    September 18, 2026

    Buffett Steps Down as Berkshire Chairman: The Six-Decade Era Ends, the Abel Era Accelerates

  • Monetary Policy
    September 18, 2026

    The Bank of Japan Rate Hike: 1.25%, a 31-Year High and a Yen That Fell Anyway

  • Macro & Economy
    September 18, 2026

    The Week in Markets: The First Hike Since 2023 (18 September 2026)

  • Monetary Policy
    September 17, 2026

    The Fed Rate Hike of September 2026: 25 Basis Points, a Unanimous Vote and a Promise of More


BROWSE BY CATEGORY

EQUITIES 19 MONETARY POLICY 19 MACRO & ECONOMY 15 MARKET SHOCKS 13 GEOPOLITICAL 12 PRIVATE MARKETS 9 CRYPTO & DIGITAL ASSETS 7 COMMODITIES & ENERGY 6 FIXED INCOME 3


Explore

New here?

Start Here

The essential Khan Capital analysis, curated by theme.

Learn

Market Concepts

The machinery behind the headlines, explained in plain language.

Live

Live Markets

Real-time prices: indices, rates, commodities, FX and crypto.

Weekly

The Week Ahead

Every decision, data release and earnings report that matters next week.

Deep analysis for fast markets.

Understand what moves markets. Delivered to your inbox.

Khan Capital

Independent financial markets analysis. Understanding markets beyond the headlines.

© 2026 Khan Capital. All rights reserved.

Browse

Home
Start Here
About
Analysis Archive
Concepts
Live Markets
Subscribe
Contact
RSS

Most viewed Topics

Market Shocks
Monetary Policy
Geopolitical
Macro & Economy

Legal

Privacy Policy
Disclaimer


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.

Home Analysis Markets Concepts Brief
↑