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…
Finance
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.
DocuSign’s Margins Are Surging. Is 9% Growth Enough?
DocuSign raised ARR guidance. The next question is what it earns.
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on…