Indonesia Just Got Shown the EM Exit Door
Jakarta’s worst day since 1998 shows how little capital it takes to flee once the door appears.
Economy
Stocks Are Buying Every Fed Dip. A Hot CPI Could End That.
With Brent at $106 and September CPI landing at 8:30, equities face the one scenario Williams's dovish signal cannot survive.
ASML Just Posted Its Best Quarter Ever. The Stock Fell 3%.
Record revenue, a 57.5% gross margin, and strong Q4 guidance. The selloff may be the opportunity.
Lab Results in 10 Minutes. The Race to Own Desktop Blood Testing.
Microfluidic diagnostics are compressing hospital-grade testing into benchtop devices. The acquisition math already tells you who is winning.
Brazil’s Stock Market Is at a Record. How to Trade Next.
With Flávio Bolsonaro leading 52-48 in Datafolha valid votes and Oct. 25 nearing, the Ibovespa and the real have already…
Valero Is Up 44% Since June. Does China’s Diesel News Change Anything?
China’s October fuel exports look modest, but three other risks deserve equal attention ahead of Valero’s Oct. 22 earnings report.
Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Michigan's Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon,…
The $0.45 Gap Reshaping Sunbelt Freight
Aurora’s driverless rigs are undercutting driver labor costs on Texas corridors, and shippers who lock in now are insulating themselves…
Diesel Cracks Are the Trade, Not Crude
The G7's front-loaded 20-day diesel release changes the math before OPEC+ meets Sunday.
Caterpillar Has a $72 Billion Backlog and Q3 in Four Weeks
CAT returned about 78% in the past year, has pulled back, and reports Oct. 29 as data center power demand…