Remember hyperscaler CDS spreads?

"The four of us have been chatting about this a little bit and we got excited."

...vessel was attacked by an Uncrewed Surface Vessel which caused a fire onboard.

Wall Street moved on from gold. China didn't. It may have done so a little too early.

Such an emphatic move has the fingerprints of short covering, as stops set at or near the old highs are triggered...

Russia now in turn targeting Ukraine's own largest e-commerce company...

Last week: record capitulation. This week: record FOMO.

For the second time this decade, a war has upended global oil markets and sent oil prices and refining margins to multi-year highs, benefiting the world’s biggest oil companies and top refiners.

...once the tech/beta/momentum rebound runs its course, is there anything left to support the tape?

The former Wayne County Health director narrowly defeated a four-term congresswoman in a contentious race to the win the nomination...

Why investors should care about hotter summers.

Held on $1 million bail

...the Trump admin has drained 110 million barrels from the SPR since the start of the war...

Bill issuance, the yield curve and rising inflation volatility all point to higher bond vol...

Will the groundhog see its shadow again today, or will the deal really hold this time?  

...some caution is needed in interpreting these improvements, as the stronger performance partly reflected temporary factors...

"To us, the incremental takeaway was not that Starlink is suddenly becoming a threat to broadband and wireless incumbents. Rather, it was a reminder that SpaceX continues..." 

AI has squeezed. One obvious second-order AI trade hasn't. The gap is getting difficult to ignore.