Jobs Blowout: 162K Hires Force Fed Rate-Hike Bets Back
US employers added 162,000 jobs in August, more than double consensus. Treasury yields ripped and September rate-cut bets flipped to potential hikes.
FICO Falls 6.6% After Pulte Opens Fannie to VantageScore
FHFA Director Bill Pulte orders Fannie Mae and Freddie Mac to let every lender use VantageScore 4.0 immediately, ending FICO’s mortgage-scoring lock.
Credit Ratings Explained: How Moody’s, S&P, and Fitch Grade Debt
Credit ratings are opinions on default risk from SEC-designated agencies. What the scales mean, why the BBB-/Baa3 line moves markets.
Williams Closes $5.5B Momentum Deal, Lifts EBITDA Guide
Williams closed its $5.5B Momentum Midstream buy on Sept. 3, one month after sign, and lifted 2026 adjusted EBITDA guidance to $8.3-$8.5B.
AI Power Trade: Vertiv, GE Vernova, Eaton Lead 2026 Rally
Vertiv +66%, GE Vernova +44%, Flex +79% YTD. The AI data-center power basket keeps crushing the S&P 500 as capex forecasts climb and M&A heats up.
Bond Duration and Convexity Explained: How Prices Move
Duration tells you how much a bond’s price will move for a 1% change in yields. Convexity refines the estimate for big moves. Here’s how both actually work.
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.
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.