AI bond supply is testing demand. Early September is the real stress point.
Day: August 8, 2026
DV: $13.60 Cash Exit Is In
August 8, 2026 DV’s $13.60 Deal. The Arb Is Small. Nielsen is buying DoubleVerify. The bigger trade is what happens…
The Unemployment Rate Lied. The Jobs Number Didn’t.
A net loss of 23,000 jobs, a 12-month average that just collapsed to 34,000, and a Fed that was 57%…