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.
Dec Corn $5.36½, Nov Beans $12.88: Ag Tickers Monday
Novorossiysk grain terminals are shut. Here are the levels and equities that matter at the open.
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the stock is actually worth.
Who Confirmed Nvidia’s 9% Day and Who Didn’t
The breadth scorecard from Thursday’s historic move shows where the chip trade is concentrated and where it isn’t.
What Long-Term Apple Holders Should Do Now
A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading into Sept. 9.
What Warsh Says Friday Changes the Rate Picture
A divided Fed, a hawkish dissent bloc, and a chairman who refuses to telegraph moves: here is what investors should be preparing for before he speaks.
Component Monopolists vs. Boom Renters: Who Keeps the Money
Nvidia’s $108B guide is a cost signal as much as a revenue one. The question is which suppliers can actually hold their prices.
UP-NS Decision Pushed to H2 2027
STB calendar extends arb risk into 2027, with Nov. 18 as the first must-watch date.
Your T-Bill Ladder Has a New Ally
Bessent’s Treasury twist and the GENIUS Act are reshaping the short end. Here is what cash holders should know.