August 30, 2026 The backup camera recall wave points to a software problem. Aptiv sells the fix, and its own…
Day: August 30, 2026
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.
HY OAS at 275bp: the number equities must watch
The spread level where credit stops being a tailwind and starts driving asset prices.