Treasury Doubles Long-Bond Buybacks Wednesday. Bond Desks Think They Know Why.
With the 10-year at 4.78% after Friday’s payroll shock, investors are asking whether Scott Bessent is supporting liquidity or quietly drawing a line in the yield curve.
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses to find out if it works.
Flex Is Betting $4.4 Billion on a 2027 Re-Rating
The EPC Power deal loads the spinoff with high-margin, high-growth power conversion assets before it trades on its own.
Dominion Holders Said Yes. Now Regulators Hold the Dividend Clock.
Votes are in. What the NextEra-Dominion deal means for income investors until regulators decide.
The Yen Is Rallying Into the BOJ Meeting. Here Is What That Does to U.S. Treasuries and Japan Equity Positions.
A stronger yen squeezes the last major cheap-funding leg in global markets, and the consequences land in two places American traders may not expect.
Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years Away.
FRVO’s record geothermal contract is real, but the gap between a headline and a paycheck matters for how much you own.
Gold Is Back at $4,490. The Yields That Decide Next.
A $157 rebound off a 10-year near 4.79% restored gold’s 2026 gains. August CPI on Sep. 11 will decide whether it holds.
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more than anything Circle 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 its own terms.
Congress Funds the Government to Dec. 11. October Payrolls Will Now Run.
The shutdown threat is gone, the data calendar is intact, and the next Fed meeting will be decided on actual numbers.