Corporate developments used as early evidence about the economy: earnings and margins, capital expenditure, layoffs and hiring plans, pricing behavior and inventory positions. Entries link each disclosure to the aggregate it anticipates. Read by macro analysts, economists and strategists tracking demand in close to real time.
Corporate developments used as early evidence about the economy: earnings and margins, capital expenditure, layoffs and hiring plans, pricing behavior and inventory positions. Entries link each disclosure to the aggregate it anticipates. Read by macro analysts, economists and strategists tracking demand in close to real time.
The SEC retreated, California marched, Europe reached across the border — and U.S. companies now file climate data under someone's mandate anyway.
Henrik Larsen · September 14, 2026
The S&P 500 is not the 500 biggest companies — it is 500 companies a committee chose, and inclusion moves billions in a day.
Henrik Larsen · September 10, 2026
A joint inquiry by two federal agencies decides whether a foreign subsidy justifies a new U.S. tariff — and the process runs on fixed deadlines, not politics.
Henrik Larsen · August 31, 2026
52 billion dollars of subsidies and a 25 percent tax credit pulled hundreds of billions in semiconductor construction toward Arizona — with strings now tested by politics.
Henrik Larsen · July 14, 2026