Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary policy is already biting.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary policy is already biting.
Thursday’s Q3 report is the first real look at whether the technology fund’s 39% withdrawal rate reflects sentiment or something worse inside the portfolio.
RBNZ, BoC, Fed, ECB and BoJ crowd the week, but Lagarde’s answers on France and energy look likeliest to move markets.
With energy leading the S&P 500 over the past month, COP’s 12.2 MTPA LNG book and 45% cash return commitment make it the clearest expression of the trade.
China hit accessories, and the luxury stock that held a premium suddenly looks more cyclical.
India’s biggest-ever IPO opens Wednesday, and the $108 billion ask is forcing a sharp debate about what Jio actually is.
Indian software stocks just taught emerging-market investors what happens when a feared disruption arrives more slowly than expected.
CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.
Dow’s bio-circular polyethylene push is real and accelerating, but the feedstock economics and a $21 billion market cap tell a more complicated story.
Ottawa fast-tracked Pacific Link on October 1, but with a referendum 17 days away, Canadian oil producers face political risk the designation cannot neutralize.