American Express Is Down 12% This Year. Spending Looks Steady.
AXP reports Q3 today, and premium cardholders keep spending.
Category: General
Seoul Didn’t Trust the Chip Bounce. That Gap Is the Story.
The Philadelphia Semiconductor Index ended an eight-day slide on Oct. 19, but Korea and Japan refused to follow. The reasons matter more than the U.S. rally.
The Chip Trade Is Unwinding. Here Is Where It Stops.
Eight straight losses, a 21% VIX surge, and software joining the rout tell a specific story about which crowded positions still have room to fall.
Netflix Is Down in 2026. Earnings on Oct. 20 Could Change That.
A $3 billion ad business, a new Disney licensing deal, and a stock near its July low set the stage for next week.
Lab Results in 10 Minutes. The Race to Own Desktop Blood Testing.
Microfluidic diagnostics are compressing hospital-grade testing into benchtop devices. The acquisition math already tells you who is winning.
Soft Japanese Producer Prices Hand the Yen Bears New Ammo
With the BoJ likely sidelined on October 30, USD/JPY’s drift toward 160 looks harder to stop than Tokyo wants to admit.
Pending Home Sales Fell 8.5%. Housing Hits a No-Brakes Market.
NAR’s September existing-home sales hit at 10am with cash bonds shut and the 30-year at 7.40%.
UK Growth and Jobs Data Arrive With 30-Year Gilts at a 28-Year High
August GDP on Oct. 15, labour market on Oct. 20. Bailey speaks Oct. 8.
Bitcoin ETFs Just Erased September’s Gains in Eight Days
Nearly $1 billion has left bitcoin and ether funds in October, and BTC sits 32% below its record on the one-year anniversary of the crash that started the slide.
Halozyme’s Patent Win Over Merck Changes Future Deals
A Dutch court order restricting Keytruda SC in eight markets boosts Halozyme’s leverage.