What Each of Today’s Three US Reports Does to Yields
ISM at 10am, the Fed’s lending survey at 2pm, and Treasury at 3pm land as December hike odds slip to…
Commodities
BP Earned $8.5 Billion in Q3 and Cut Debt Ahead of Plan
A refining margin surge and a $8.4 billion net debt drop revive the question investors want answered: when does the…
T-Mobile Beat Big. The Broadband Play Explains Why.
TMUS's 34% EPS jump and raised guidance point beyond wireless.
Three Central Banks, One Day: What the Kiwi’s Drop Tells Canada
The RBNZ held at 2.75% in a 4-3 vote, sending NZD/USD below 0.5600. The Bank of Canada decides in hours,…
Corning Beats Estimates While Its Stock Price Falls
With the $20 billion run-rate goal in sight and three straight selloffs, Q3 tests whether optical growth can justify a…
Apple Sold Out the iPhone Duo Fast. November 2 Is the Test.
The foldable launch drew huge demand, but next week’s earnings will exclude Duo sales.
Mortgage Rates at 7.4% Are Crushing Homebuilders’ Margins
Pending home sales just hit a Redfin record low, Bessent pushed Fannie/Freddie changes out, and D.R. Horton reports Oct. 29.
Japan Inflation Cleared 2%. December Is the Yen Carry Risk.
The BoJ likely holds Oct. 29-30, but economists now skew to a December hike, and the consequences for US rates…
Philip Morris Earnings Wednesday: Can ZYN and IQOS Carry the Dividend?
With Brent crude around $107 and the dollar near 18-month highs, Wednesday's Q3 report is an early test of whether…
Intuitive Surgical Reports Tuesday. One Quarter Is Not the Story.
With Q3 earnings due October 20, the key question is whether da Vinci's compounding logic has changed.