Hawkish Fed Raises Prospect of Half-Point Rate Hike as Wall Street Reprices Risk
A more hawkish Federal Reserve is forcing traders to reassess equity valuations, bond yields and the prospect of tighter policy for longer.
October Retail Sales Slow to Near-Year Low as U.S. Consumers Feel the Price Squeeze
October retail sales growth slowed to its weakest pace in nearly a year, raising fresh questions about consumer health b…
Altius Minerals-TNR Gold Deal Signals Fresh Consolidation in Canada’s Royalty Mining Sector
Altius Minerals’ agreement to acquire TNR Gold adds a new M&A catalyst for Canada’s junior mining and royalty sector.
Reuters Poll Sees One More Fed Rate Hike in December as Inflation Risks Persist
A Reuters poll points to one more Fed hike in December, putting bonds, rate-sensitive sectors and U.S. equity valuations…
Informed positions start with informed mornings.
Market-moving analysis and institutional-grade research, complimentary and delivered daily.
Markets
- Honda’s $3 Billion Ohio Hybrid Plant Signals Continued U.S. Auto Investment
- Greenfire Resources Rally Keeps Deal Traders Focused on the 2027 Merger Timeline
- UPS’s Reported $600 Million Smartways Bid Raises Questions About Logistics Expansion
- NRG’s $4 Billion Gas-Plant Sale Puts Balance-Sheet Strategy in Focus
Economy
- US Jobs Surge While Canada Slows, Sharpening Cross-Border Rate Divergence
- Hot US Jobs Report Lifts Yields and Complicates the Rate-Cut Outlook
- Musalem's Hawkish Signal Puts Rate-Sensitive Stocks on Notice After Fed Hold
- Fed’s Musalem Says Tighter Policy May Be Needed Soon, Complicating Rate-Cut Bets
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
- 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
- Marathon Petroleum’s Earnings Beat Meets a $4.2 Billion Refinery Bet
Technology
- Meta’s Wehner Move Exposes the Strategic Stakes in AI Infrastructure Talent
- Unity’s Takeover Talks Put Tech M&A Back in the Spotlight
- Nasdaq Pullback Signals Investor Relief Over Slower Data-Center Buildout
- Palo Alto Networks Reportedly Weighs $500 Million Acquisition of AI Security Startup Clutch