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ICE’s deal for MarketAxess is more than an exchange merger. It is a blunt reminder that in fixed income, the durable economics sit in workflow, data, and the pipes that collect a fee every time the market needs certainty.
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The AI-driven equity rally is starting to falter as hyperscaler stocks like Oracle, Microsoft, and Meta are in the red year-to-date. Surging capex among hyperscalers is eroding their free cash flow, with Alphabet, Oracle, Meta, and Tesla all reporting negative or sharply reduced free cash flow.
Tim Seymour, Seymour Asset Management, joins 'The Exchange' to discuss the recent action in Korean markets, the Bank of Japan and much more.
Sanofi (SAN:CA) Q2 2026 Earnings Call Transcript
The Russell 1000 Value index is up 18.3% this year, through yesterday's close, while the Russell 1000 Growth index is down 3.6%. Value has spent nearly the entire year in positive territory and has continued higher since Spring lows.
SOX rebounded from a key Fibonacci target after breaking below $12K, renewing bullish expectations toward the $13,500 region before another potential decline.
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Azimut Group Global Co-Head of Fixed Income Nicolò Bocchin, Columbia Threadneedle Investments Ed Al-Hussainy, TCW Group CIO & Generalist Portfolio Manager, Fixed Income Bryan Whalen, and CreditSights Global head of Credit Strategy Winnie Cisar.
Kevin Warsh insists the Federal Reserve will do whatever it takes to reduce U.S. inflation to its 2% target, but investors aren't buying it.
S&P 500 earnings projections for 2027 support bullish targets above 8000, but the AI-driven rally may have already peaked. AI-based trading models are highly correlated, increasing systemic risk and vulnerability to a rapid market crash.
Some of America's biggest technology companies are urging Washington to support the open-weight movement. China's growing lead is adding urgency and raising the risk that American companies become dependent on Chinese technology.
Corporate insiders haven't been this bearish in more than 20 years.
The bond markets have seen a significant rise in rates with the 10-year US Treasury bond yield rising from 3.95% at the end of February to 4.65% as we are finishing this outlook. The US economy in the first half of 2026 was hit by three negative forces – tariffs, geopolitics, and inflation – each shaping the Federal Reserve's policy stance and the broader macroeconomic trajectory.
Antero Midstream Corporation (AM) Q2 2026 Earnings Call Transcript
Loblaw Companies Limited (L:CA) Q2 2026 Earnings Call Transcript
The Japanese yen's sudden 2.6% surge has revived intervention speculation and exposed the vulnerability of crowded yen-funded carry trades. Wide U.S.-Japan interest-rate differentials remain the main source of yen weakness, meaning intervention alone may provide only temporary relief.
Microsoft's surge sparked a sharp rebound, but weakening technical patterns across the QQQ, S&P 500, and Dow suggest the rally may prove short-lived.
Tourmaline Oil Corp. (TOU:CA) Q2 2026 Earnings Call Transcript
Freehold Royalties Ltd. (FRU:CA) Q2 2026 Earnings Call Transcript
CareRx Corporation (CRRX:CA) Q2 2026 Earnings Call Transcript
Canfor Corporation (CFP:CA) Q2 2026 Earnings Call Transcript
Antero Midstream Q2 revenues top estimates as record gathering volumes and free cash flow offset higher costs and interest expenses.
VICI's Q2 AFFO meet estimates, while revenues beat forecasts, driven by lease growth and broader investment activity.
EQIX's Q2 AFFO top estimates as strong demand, record bookings and xScale fees boost results, while the company raises its full year 2026 and 2027-29 outlook.
Carpenter Technology Corporation (CRS) Q4 2026 Earnings Call Transcript
Xcel Energy Inc. (XEL) Q2 2026 Earnings Call Transcript
Huntington Ingalls Industries, Inc. (HII) Q2 2026 Earnings Call Transcript
Flying to a rally at General Motors this week, President Donald Trump declared that “car companies are doing better than they've ever done” thanks to his tariffs.“All because of Trump,” he said.It was a message the Republican president repeated while touring a collection of new vehicles, predicting that “it's amazing what tariffs will do for General Motors” before autographing a white Corvette commemorating America's 250th anniversary.
Regency's Q2 FFO tops estimates as leasing momentum drives rent and occupancy gains, while stronger tenant recoveries lift its 2026 outlook.
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
Fifth Third Bank sent personalized welcome packages to Comerica customers this week and plans to complete the transition of current Comerica accounts to comparable Fifth Third products on Sept. 8, the bank said in a Thursday (July 30) press release.
VTR beat Q2 FFO and revenue estimates as strong SHOP growth lifts NOI, while senior housing investments drive higher 2026 FFO guidance.