The ‘Security Supercycle’ Is Real. Here’s the Cheapest Way to Sit Inside It.
Defense budgets are hitting records. Backlogs are at all-time highs. And U.S. defense names still trade at a discount to…
Commodities
Micron’s Memory Is No Longer a Commodity. The Market Is Starting to Figure That Out.
MU just reported $23.86B in quarterly revenue — up nearly 3x year-over-year. Here's why the real story is still being…
Commodities
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Gold dips as traders await US inflation data for Fed rate cut cues
By Rahul Paswan (Reuters) – Gold prices fell 1% on Monday on profit-taking, as investors...
Commodities
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Morning Bid: Inflation, tariffs dominate market landscape
By Jamie McGeever (Reuters) – A look at the day ahead in Asian markets. Inflation...
Commodities
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Oil edges up to one-week high on rising demand hopes after China, US data
By Scott DiSavino NEW YORK (Reuters) -Oil prices edged up to a one-week high on...
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Japan’s Nippon Steel sticks to plan to close U.S. Steel deal by year-end
By Yuka Obayashi and Katya Golubkova TOKYO (Reuters) -Japan’s top steelmaker, Nippon Steel, is sticking...
Commodities
Gold
Government Debt
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Global shares rally on rate cut hopes, yen weakens
By Herbert Lash and Nell Mackenzie NEW YORK/LONDON (Reuters) -A gauge of global stock markets...
Commodities
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Exxon to take 18-24 months to hit full stride with Pioneer purchase
By Sabrina Valle HOUSTON (Reuters) -Exxon Mobil will take 18 to 24 months to achieve...
Commodities
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Morning bid: Fragile FX, tech swoon cloud sentiment
By Jamie McGeever (Reuters) – A look at the day ahead in Asian markets. Asian...
Commodities
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OPEC+ keeps output policy steady as oil nears $90 a barrel
By Alex Lawler, Ahmad Ghaddar, Olesya Astakhova and Maha El Dahan LONDON/MOSCOW/DUBAI (Reuters) -A meeting...