Kevin Warsh’s Senate confirmation hearing sent measured signals through bond markets and rate desks. Here’s what his nomination means for monetary policy, Treasury yields, and credit markets.
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.
With 400+ companies reporting this week and EPS estimates rising again, Q1 2026’s peak earnings week is a key test for the market’s record-breaking rally.
The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.
QXO, led by serial dealmaker Brad Jacobs, agreed to acquire building products leader TopBuild for $17 billion—one of 2026’s largest M&A transactions.
U.S. utilities are planning $1.4 trillion in capex to power AI data centers — and financing it means a $770B bond issuance wave that will reshape investment-grade credit markets.
Sticky 3.3% inflation, oil price shocks, and a Fed frozen on rate cuts are reviving stagflation fears not seen since the 1970s. Here’s what capital markets are signaling.
20 of 21 major U.S. financials beat Q1 2026 earnings estimates. Morgan Stanley and Citi lead; Wells Fargo lags. Here’s what’s driving results.
Oklo, NuScale, and Nano Nuclear Energy surge as the White House pushes space reactors. How capital markets are funding America’s SMR renaissance.
The 10-year Treasury yield sits at 4.25% as the curve re-steepens after years of inversion. What it signals for banks, mortgages, and equities.