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.
Economy
UP-NS Decision Pushed to H2 2027
STB calendar extends arb risk into 2027, with Nov. 18 as the first must-watch date.
Deere Lost Its Option on Labor Cost Certainty
UAW members rejected a 2029 extension Sunday. With bargaining reopening in 2027 and management calling 2026 the cycle bottom, terminal margins deserve a harder look.
The SEC’s Crypto Proposal Just Dropped. Sept. 15 Is Next.
The agency’s Regulation Crypto Assets framework is now in motion. The real calendar is the 60-day comment window and the Senate’s Sept. 15 cloture vote on the CLARITY Act.
Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Chips Can’t Be Made Without Tungsten. China Just Proved It.
APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake tied to current APT pricing.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing Disney like a media company in decline.
CoreWeave Reports Tonight. Five Selloffs in a Row.
Guidance is the only number that can end the streak, not revenue or EPS.