SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Economy
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still demands explanation.
UiPath Beat Estimates. The Stock Fell 16%. Sept. 22 Is Next.
A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day in Las Vegas is next.
Treasury Doubles Long-Bond Buybacks Wednesday. Bond Desks Think They Know Why.
With the 10-year at 4.78% after Friday’s payroll shock, investors are asking whether Scott Bessent is supporting liquidity or quietly drawing a line in the yield curve.
The Yen Is Rallying Into the BOJ Meeting. Here Is What That Does to U.S. Treasuries and Japan Equity Positions.
A stronger yen squeezes the last major cheap-funding leg in global markets, and the consequences land in two places American traders may not expect.
Congress Funds the Government to Dec. 11. October Payrolls Will Now Run.
The shutdown threat is gone, the data calendar is intact, and the next Fed meeting will be decided on actual numbers.
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.
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.