Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…
France’s Budget Vote Keeps Moving. The Bond Market Isn’t Waiting.
With OATs near a 24-year yield high and Moody’s still negative, the Assembly’s next test is November 3.
Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week
Brazil's shock result is not just a local story: Chile, Colombia, and Mexico all set policy this week, and their…
Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary…
Defense Stocks Won’t Collapse After a Ukraine Deal. Here’s the Split.
Backlogs, NATO targets, and rebuilding needs make the trade after peace more complicated than the selloff suggests.
Iran Threatens US Diplomats. Oil Has Not Priced In Next Steps.
Tehran-backed threats rose over the weekend, and Brent starts Monday above $113 after a $116.72 settle.
The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
Energy Is Up 45% This Year. Brent at $116 Makes the Next Trade Harder to Size.
Three straight weekly gains in crude oil have already paid out the easy money. Here is where the risk-reward shifts…
SLB’s Earnings Keep Falling Even as Brent Hits $113
SLB reports Q3 today with the bar set near $0.62 a share, and the numbers tell a story oil prices…
ConocoPhillips Is Up 56% This Year. November 5 Could Push It Further.
With energy leading the S&P 500 over the past month, COP's 12.2 MTPA LNG book and 45% cash return commitment…