ECB September Preview: Berlin, 3.3% Inflation, Rates in Play
The ECB Governing Council meets in Berlin Sept 9–10 with headline inflation back at 3.3%. Deposit rate 2.25%, bond markets on edge.
Month: September 2026
Broadcom Q3 FY26: AI Revenue $16.7B, Q4 Guide $34.8B
Broadcom posted $29.6B in Q3 FY26 revenue (+86% YoY) with AI semi sales of $16.7B (+221%). Q4 guide $34.8B; AVGO fell after hours.
Bond ETFs vs Individual Bonds: What Actually Differs
Bond ETFs and individual bonds behave differently in ways most investors miss. Here is what changes for duration, income, tax, and what happens when rates rise.
September FOMC Preview: Three Hawks Meet Friday’s Jobs Report
Fed dot plot lands Sept 15-16 with three July dissenters wanting hikes and the 30-year at 5.27%. Friday’s jobs report is the last read before the vote.
Snowflake Q2 FY27: Revenue +35%, RPO $9B, Guide Raised
Snowflake beat Q2 FY27 with $1.49B product revenue up 37%, $9B RPO, 126% NRR. CEO Ramaswamy cites AI flywheel as full-year guide is lifted to $6.07B.
SOFR Explained: How the Post-LIBOR Benchmark Actually Works
SOFR replaced LIBOR as the reference for trillions in dollar debt. Here is how it is calculated, what moves it, and why September 2019 still matters.
Delivery Hero Board Backs Uber’s $14.8B Cash Bid
Delivery Hero’s boards endorsed Uber’s EUR 41.50 per-share cash tender, a EUR 13B (~$14.8B) deal that would forge a 99-country food-delivery giant.
Uber Cuts 3,300 Jobs to Fund Autonomous Vehicle Push
Uber is cutting roughly 10% of its global workforce and tightening return-to-office rules to redirect $580M in savings toward its self-driving bet.
Repo and Reverse Repo Explained: The Plumbing of Rates
How the US repo market really works: repo vs reverse repo, SOFR, the Fed’s RRP floor and SRF ceiling, and what broke in September 2019.
Aquiline Takes Flourish From MassMutual in Wealthtech PE Deal
Aquiline is buying a controlling stake in Flourish from MassMutual — a wealthtech platform behind 1,300+ RIA firms overseeing $2.6T+ in client assets.