A BB+ rating can cost about 300 basis points versus BB peers. Project North Star shows what that gap is…
European Stocks Are Beating the S&P 500. Is This Rotation Real?
A defensive tilt away from AI and early earnings news give Europe its biggest weekly lead over Wall Street since…
Warsh Said Nothing About October. Markets Priced It Anyway.
Hike odds fell from about 30% to about 17% as the Fed chair spoke in Bangkok. With 3.7% CPI and…
Who Actually Controls Starlink? SpaceX Investors Just Found Out
Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh.
Warsh Has One Chance to Close the Gap Between Bonds and Stocks
The 10-year yield pulled back to about 5.10% while equities sold off after the same CPI number. One of them…
Nvidia Is Pouring $10 Billion Into Europe. What It Says About Demand.
Jensen Huang's European tour signals AI infrastructure spending shows no sign of slowing, and that matters for anyone holding the…
UK Forces Amazon, eBay and Temu to Collect VAT
Healey’s Oct. 28 Budget plan shifts VAT to marketplaces
Spinning Steel Beats Lithium When the Grid Flinches
Kinetic storage is winning the data center power war batteries cannot fight.
Monte dei Paschi Shareholders Have 16 Days to Choose
With Delfin committed and October 29 looming, event funds do the math.
C.H. Robinson Is Betting $5.8 Billion the Freight Bottom Is Now
The largest freight broker in North America is swallowing its next biggest rival at cycle lows, with $300 million in…