What Thomson Reuters and Vistra Pay to Borrow Tells You What Stocks Must Deliver
Two blue-chip debt deals on September 10 set a benchmark for equity returns.
Finance
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning…
A BOJ Rate Hike Threatens Japan’s Appetite for US Treasuries
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in…
Coinbase Is Already Building the Post-CLARITY Future. Tuesday’s Vote Could Price It In.
The Senate cloture vote on September 15 is a binary event for COIN, and the stock has barely moved to…
Nikkei and Kospi Sink as Oil Above $108 Meets a BOJ Hike
Asia's worst session in weeks arrives six days before the BOJ is expected to lift rates to 1.25%, squeezing markets…
Expedia and Booking’s Big Drop Is Not About Fuel Costs
When travel sells off with no company news, crude is hitting demand next.
UBS Says Buy the Dip Into Two Fed Hikes. Which Calls Hold Up?
Friday’s August CPI could flip the forecast. Before it lands, stress-test each piece of UBS’s playbook.
If Congress Bans Chinese Cars, GM Looks Like the Better Bet Over Ford
Detroit’s push for a closed market raises a question: GM or Ford?
Intel Has Already Doubled. The Factory Is the Only Question Left.
Dell's 122% server revenue jump shows CPU demand is rising. Whether Intel's foundry can stop losing about $2 billion a…
Citadel Wants to Own the Oil, Not Just Trade It
Ken Griffin’s shale push shows how top traders price Hormuz risk.