Financial News & Analysis
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Miller Tabak's Maley on Nvidia Expectations, Kevin Warsh
Analyst comments on Nvidia expectations and the AI trade amid upcoming results.
Global Fuel Markets Have Little Margin for Error
Global fuel markets stretched thin as US refineries run at near-limit capacity, risking fuel price spikes.
UK household energy bills to hit three-year high from October
UK energy price cap rises 4% to £1,723, highest in three years, due to Middle East conflict.
Morgan Stanley’s Khanduja Cuts Long-Bond Bets on Bessent Buyback Move
Morgan Stanley's Khanduja cuts long-bond shorts as Bessent signals yield-capping intervention.
Iran and Oman prepare Hormuz deal as U.S. holds back on secondary sanctions
Iran and Oman near deal to secure Strait of Hormuz transit, easing oil supply risk.
Natural Gas Eclipses Oil as Key Inflation Risk for European Debt
Natural gas surpasses oil as key European inflation risk due to depleted supplies, threatening bond markets.
Nano Nuclear Energy Bring Microreactors to UAE
Nano Nuclear Energy signs first UAE microreactor partnership for off-grid data centers and decarbonization.
Saudis Deepen Capital Market Reforms With Derivatives Push
Saudi Arabia eases derivatives trading to attract investors, deepening capital market reforms.
Cnooc’s 1H Profit Rises After Iran War Boosted Oil Prices
Cnooc's profit rose on higher oil prices driven by Iran war, highlighting geopolitical energy risks.
Mota-Engil Said to Win Deal for US-Backed Congo Copper Railway
Mota-Engil set to win US-backed Congo copper railway concession, boosting DRC mineral exports.
The ‘Bessent Put’ Might Actually Be Working for the Bond Market
Treasury Secretary Bessent's bond-support measures appear to be working, lowering yields and stabilizing the bond market.
Treasuries Edge Lower Before PCE Data With Fed Risks in Focus
Treasuries slip ahead of PCE data, with Fed rate hike risks in focus.