US Producer Prices Rise 6.5% in October, Keeping Fed Rate Expectations in Focus
October PPI was slightly cooler than expected, but elevated inflation pressure could still shape Fed rate expectations, Treasury yields and equity valuations.
FTC Reportedly Moves to Block $3.5 Billion Covetrus-MWI Deal
A reported FTC lawsuit plan puts the $3.5 billion Covetrus-MWI transaction under sharper regulatory scrutiny, raising me…
UniFirst-Cintas Deal Spread Widens as FTC Review Raises Merger-Arbitrage Risk
The widening UNF-CTAS deal spread signals greater market doubt as a reported FTC “last rites” meeting approaches.
Cisco’s Earnings Beat Puts Its AI Infrastructure Ambitions in Focus
Cisco beat quarterly earnings expectations and says AI infrastructure revenue will double this fiscal year, sharpening i…
Informed positions start with informed mornings.
Market-moving analysis and institutional-grade research, complimentary and delivered daily.
Markets
- Investcorp Credit Management BDC Surges More Than 50% on BCP Investment Merger Agreement
- Sabre Jumps on Travelport Combination Report as M&A Speculation Drives Volatility
- Altius Minerals-TNR Gold Deal Signals Fresh Consolidation in Canada’s Royalty Mining Sector
- GFL Environmental Shares Slide After Strategic Review Ends Without a Sale
Economy
- Hot Inflation, Hawkish Fed Signals Push Mortgage Rates and Dollar Higher
- Hawkish Fed Raises Prospect of Half-Point Rate Hike as Wall Street Reprices Risk
- October Retail Sales Slow to Near-Year Low as U.S. Consumers Feel the Price Squeeze
- Reuters Poll Sees One More Fed Rate Hike in December as Inflation Risks Persist
Analysis
- Blackwells Pushes Service Properties Trust Toward Sale as Activist Pressure Builds
- Pre-funded Warrants: How Traders Count Hidden Shares
- At-the-Market Offering: How to Spot and Measure It
- Steve Eisman Turns Defensive as AI Trade Approaches a Potential Tipping Point
Earnings
- CoreWeave Earnings Reignite AI Trade as Micron and Nvidia Rally
- Goodyear CEO Exit Puts Turnaround Execution Under the Microscope
- Utz Brands’ Third-Quarter Results Put Snack Pricing Power in the Spotlight
- ConocoPhillips Raises Dividend After Oil-Fueled Earnings Beat as Supply Risks Mount