Putin wants a summit without Zelensky, Trump is pausing his own Russia law, and the uncertainty is moving Brent and…
DHL’s Express Surge Is Good News for Holiday Retail
DHL just guided 2026 EBIT above €7.0B as Q4 peak looks solid.
Barclays Cannot Tell the PRA What Its Private Credit Risk Is Worth
A whistleblower complaint about total return swaps lands days before Q3 earnings and forces a question every European bank investor…
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.
The Yen Is Two Points From Tokyo’s Ceiling. CPI Decides Next.
Japan's September CPI lands Thursday night in the U.S., the last major data before the Bank of Japan meets Oct.…
What Blackstone Is Betting On With Anthropic’s 10% Coupon
Project North Star’s junior debt yield is Wall Street’s latest price on AI compute risk.
Mortgage Rates Near 7.4%. Fannie Mae Sees 2027 at 7.5%.
Builder sentiment and housing starts land this week, with the first hard data since Fannie Mae's sharp forecast revision.
GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global's frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out…
The Holiday Spending Boom Is Real. Just Not for Every Retailer.
Amazon, Walmart, and Costco are positioned to capture the holiday season's gains. Target is not.
Albemarle Just Got a 33% Upside Call. The Grid Is Why.
Mizuho's upgrade of ALB isn't about EVs. It's about grid storage.