Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that model is.
Category: Business
Soybeans Near a Three-Year High. The Money Is in Processors
China’s 25-million-ton pledge is lifting prices. How to position ahead of Friday’s WASDE.
Homebuilders Face a Rate Wall Before the Fed Decides
Construction spending at a three-year low, mortgage rates at a 2026 high, and BLDR getting kicked out of the S&P 500: the short case is building itself.
Who’s Actually Getting Hired? August’s Jobs Mix Is the Real Fed Problem.
Education, health care, and leisure are doing the heavy lifting. Manufacturing is shedding. That split matters more than the 53,000 headline.
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
What Last Year’s Shutdown Tells You About This One
The October 2025 shutdown erased a jobs report and barely dented the S&P 500. Here is the calm playbook if history repeats.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any of it.
The Refinery Is the Moat in Rare Earths
Separation is where the 20-year franchise is built.
Gilead’s One-Molecule Bet
Thursday’s FDA decision on bictegravir plus lenacapavir will test how much of Gilead’s future depends on a single capsid inhibitor.
IAMGOLD’s $1B Reversal
Côté hit nameplate, net debt flipped to net cash, and the expansion plan arrives in Q4.