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Mythos, the API Price War, and the Capital Market Test Awaiting Anthropic

The release of Claude Mythos Preview is not a conventional product launch. Anthropic has made the model available only to select partners including Amazon, Apple, Microsoft, and Cisco under a security initiative called Project Glasswing. It will not be made generally available. Anthropic is …

Nitish Kishor | 09 April 2026

US-Iran Peace Proposals: A Structural Impasse Markets Are Mispricing

The diplomatic engagement between Washington and Tehran is frequently framed as a stalled negotiation awaiting the right political moment. That framing is analytically insufficient. The current exchange of proposals, the US 15-point framework on one side and Iran's 10-point counter-framework on the other, does …

Nitish Kishor | 09 April 2026

Iran Ceasefire Hangs by a Thread as U.S. Military Holds Its Position

President Donald Trump issued a direct warning to Tehran on April 9, confirming that all U.S. ships, aircraft, military personnel, ammunition, and weaponry would remain in and around Iran until the recently brokered ceasefire is fully complied with. The consequences of non-compliance, in his …

Nitish Kishor | 09 April 2026

When Trump Trades Unravel: What Markets Got Wrong About Policy Risk

Financial markets are efficient processors of information, but imperfect readers of political intent. The return of Donald Trump to the White House in January 2025 triggered directional bets across equities, currencies, and fixed income. Investors priced in deregulation, fiscal expansion, protectionist trade policy, and …

Nitish Kishor | 09 April 2026

U.S. Long-Term Unemployment Surges: Is a Recession Already Underway?

The headline unemployment rate rarely tells the full story. At 4.3%, it appears benign. But beneath that figure, a more troubling structural deterioration is taking hold. The number of Americans unemployed for 15 weeks or more has climbed to 3.3 million, its highest reading …

Nitish Kishor | 09 April 2026

US Services Growth Slows as Iran War Fans Inflation to Three-Year High

US services sector activity slowed more than expected in March while businesses paid the most for inputs in over three years, as the prolonged war with Iran layered fresh inflationary pressure onto an economy already grappling with the fallout from sweeping importtariffs.

Anjali Anand | 07 April 2026

Private Credit Stress Test: Redemption Surge at Blue Owl Signals Liquidity Strains

The private credit market, long viewed as a stable alternative to traditional banking and public debt markets, is now facing a critical stress test. A sharp surge in redemption requests at Blue Owl Capital has brought renewed attention to the sector’s underlying liquidity dynamics.

Vinay Lochav | 02 April 2026

Tesla Q1 2026: Volume Strength Meets Strategic Transition

Tesla’s first-quarter 2026 production and delivery figures reflect a company maintaining scale while navigating a more complex demand environment. The reported numbers indicate continued operational strength, even as broader questions emerge around pricing, competition, and long-term growth drivers.

Vinay Lochav | 02 April 2026

After a 59% Single-Day Collapse, PepGen Is Either Cheap or Finished

PepGen (NASDAQ: PEPG) suffered one of the biotechnology sector's most severe single-session declines of the year on April 1st, with shares closing down 59% at $1.74 after Phase 2 trial data for its lead programme in myotonic dystrophy type 1 failed to demonstrate the …

Nitish Kishor | 01 April 2026

China's Manufacturing Sector Holds Steady Amid Rising Costs and Supply Chain Strain

China's manufacturing sector closed the first quarter of 2026 on a cautiously optimistic note, with the latest RatingDog China General Manufacturing Purchasing Managers' Index registering 50.8 in March, marking the fourth consecutive month of expansion. While the headline figure dipped from February's recent peak …

Vinay Lochav | 01 April 2026
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