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.
Three Labor Reports in Four Days Set September Fed Odds
JOLTS at 10 a.m. today, ADP tomorrow after July’s weak 44,000, and Friday’s jobs number are the last data points before a 66% hike probability gets tested.
Deere Got a $800 Target Today. The Farm Cycle Is Why It Matters.
Construction carried Q3. Corn futures are above farmer breakevens. The stock is up about 35% YTD and Baird upgraded it Monday. Here is whether the thesis still has legs.
The Checkout Is Now the Content
Live commerce can convert up to 10 times better than ecommerce. The businesses that own the infrastructure stand to collect the most.
Vietnam Goes EM on Sept 21: ETFs in the Path
Three weeks out from FTSE’s effective date, passive money has a schedule. Here is where it lands.
Long the Spread, Not the Barrel
Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
Copper Near $6.55, FCX Near Highs: Monday’s PMI Test
A second sub-50 China reading could hit commodities and EM risk just as positioning looks stretched.