Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
HY OAS at 275bp: the number equities must watch
The spread level where credit stops being a tailwind and starts driving asset prices.
Medtronic’s Product Cycle Is Bigger Than the Street Admits
Four straight beats, conservative guidance, and three launches converge before Tuesday’s open.
Your Japan Gain Is 55%. Now the Yen Decision Gets Hard.
A BOJ hike to 1.25% changes the currency math after the Nikkei's extraordinary run.
Own the Spread, Not the Barrel
Russia’s diesel limits may run longer while Brent softens. The diesel-crack trade stays the cleaner position.
A Great Story. But Is SPCX the Right Stock?
Musk just pulled Starmind forward by a year. The question investors need to answer is whether the upside belongs to…
WDAY Reports Tonight. Silver Lake Clock Is Running.
Four straight EPS beats, buyout talks setting a floor, and agentic AI ARR near $500 million: Workday's Aug. 27 report…
Revolution Medicines Built a Platform. Rasonque Is the Opening Move.
The RAS franchise that could reshape pancreatic cancer, then move to lung and colorectal cancer.
72 Hours That Set September’s Tone
Nvidia's guide today, PCE at 8:30 Friday, Warsh at 10:00: here are the exact levels that matter before the calendar…
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.