Three Labor Reports in Four Days Set September Fed Odds
JOLTS at 10 a.m. today, ADP tomorrow after July’s weak 44,000, and Friday’s jobs number are the last data points before a 66% hike probability gets tested.
2026
Deere Got a $800 Target Today. The Farm Cycle Is Why It Matters.
Construction carried Q3. Corn futures are above farmer breakevens. The stock is up about 35% YTD and Baird upgraded it Monday. Here is whether the thesis still has legs.
The Checkout Is Now the Content
Live commerce can convert up to 10 times better than ecommerce. The businesses that own the infrastructure stand to collect the most.
Vietnam Goes EM on Sept 21: ETFs in the Path
Three weeks out from FTSE’s effective date, passive money has a schedule. Here is where it lands.
Long the Spread, Not the Barrel
Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
Copper Near $6.55, FCX Near Highs: Monday’s PMI Test
A second sub-50 China reading could hit commodities and EM risk just as positioning looks stretched.
Dec Corn $5.36½, Nov Beans $12.88: Ag Tickers Monday
Novorossiysk grain terminals are shut. Here are the levels and equities that matter at the open.
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the stock is actually worth.
Who Confirmed Nvidia’s 9% Day and Who Didn’t
The breadth scorecard from Thursday’s historic move shows where the chip trade is concentrated and where it isn’t.
What Long-Term Apple Holders Should Do Now
A $2,000 foldable iPhone, a split cycle, and memory costs change the math for AAPL investors heading into Sept. 9.