World Trade Factory™
Sage Kakkat
articles published
Articles
Warsh charts a forward-looking path for the Fed at Jackson Hole automated-news
Warsh charts a forward-looking path for the Fed at Jackson Hole

This might be remembered as a moment when the central bank switched approach

29 Aug 2026
Guggenheim Ties Weigh on Acrisure Debt, Dragging High-Yield Credit Markets automated-news
Guggenheim Ties Weigh on Acrisure Debt, Dragging High-Yield Credit Markets

It had already been a tough 2026 for Acrisure. Part fintech, part insurance broker, the firm said in late May it would cut 11% of its workforce, or some 2,250 people, as part of a sweeping overhaul to modernize operations. Some of its bonds and loans had fallen, but still remained above levels typic

29 Aug 2026
What in the World! Atlas: France What in the World!
What in the World! Atlas: France

Europe’s most contradictory economy — world-class luxury and nuclear, chronic fiscal deterioration and political deadlock

29 Aug 2026
What in the World! Manifesto: Financial Repression Is the Default Setting What in the World!
What in the World! Manifesto: Financial Repression Is the Default Setting

Financial repression sounds like an extraordinary policy. Historically, it is closer to the ordinary condition of heavily indebted states. The phrase describes a collection of policies through which governments reduce the real cost of their obligations

29 Aug 2026
Trade Secrets: Dailies 08.28.2026 Trade Secrets
Trade Secrets: Dailies 08.28.2026

US Stocks open split to close out the week as Wall Street holds its breath for Fed Chair Kevin Warsh's 10:00 a.m. ET Jackson Hole keynote — his first as chair and the most anticipated Fed speech since Warsh took over in June

28 Aug 2026
Trade Secrets .Decimal: Crypto Makes a Comeback Trade Secrets
Trade Secrets .Decimal: Crypto Makes a Comeback

The US Treasury announced an expansion of its liquidity support buyback operations for longer-dated securities, doubling the programme from $2 billion to at least $4 billion.

27 Aug 2026
Trade Secrets: Dailies 08.27.2026 Trade Secrets
Trade Secrets: Dailies 08.27.2026

US Stocks open broadly higher as Nvidia's 15th consecutive earnings beat — revenue of $96.2 billion up 106% year-on-year and fiscal 2028 guidance implying 70% growth — reignites the AI trade and pushes Nasdaq-100 futures up 0.9%

27 Aug 2026
Jack of All Trades: High Stakes SKORE 08.26.2026 Jack of All Trades
Jack of All Trades: High Stakes SKORE 08.26.2026

Nvidia reported $96 billion in revenue, doubling year over year, with Jensen Huang declaring that AI has reached its inflection point and compute is now revenue. Salesforce surged 14% on 240% Agentforce ARR growth. CrowdStrike jumped 11% on a record net new ARR quarter. The series closes.

26 Aug 2026
Trade Secrets: Dailies 08.26.2026 Trade Secrets
Trade Secrets: Dailies 08.26.2026

US Stocks open flat to modestly lower on the most consequential session of the summer as July PCE inflation comes in sticky — headline rising 3.7% year-over-year, core holding steady at 3.3%

26 Aug 2026
Jack of All Trades: High Stakes SKORE 08.25.2026 Jack of All Trades
Jack of All Trades: High Stakes SKORE 08.25.2026

DKS fell 31% after its newly acquired Foot Locker stores reported a 3.6% comparable sales decline in a deteriorating athletic footwear market. Intuit crossed $20 billion in revenue for the first time, with TurboTax Live up 37%, but fell 16% after guiding fiscal 2027 growth below expectations.

25 Aug 2026
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