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Brief: 5.19% Broke the Script
The 30-year Treasury yield hit 5.19%, its highest since July 2007, dragging the S&P 500 down for a third straight session. Trump shelved a planned mi…
1 month ago
Super Brief: 5.19% Broke the Script — Super Brief
5.19% Broke the Script. The 30-year Treasury yield touched 5.197% intraday, the highest print since July 2007, and the move is no longer about Iran o…
1 month ago
Brief: 18.45% and Counting
China's consumer economy posted its weakest growth since December 2022 as April retail sales badly missed consensus. Pakistan deployed troops, fighte…
1 month ago
Super Brief: 18.45% and Counting — Super Brief
18.45% and Counting. Semiconductors are 18.45% of the S&P 500, up more than 400 basis points since year-end and double the 2024 weight. Roll in adjac…
1 month ago
Brief: The Molecule Nobody Priced
A drone struck the perimeter of the UAE's Barakah nuclear power plant on Sunday, the first nuclear-facility-adjacent attack of the Iran war. China ba…
1 month ago
Super Brief: The Molecule Nobody Priced — Super Brief
The Molecule Nobody Priced. China banned sulphuric acid exports on May 1, removing 3 million annualized tonnes from global supply, and the cascade is…
1 month ago
Brief: 100 Million Barrels a Month
The IEA disclosed that global oil inventories are draining at 100+ million barrels per month with commercial stocks approaching critical lows by earl…
1 month, 1 week ago
Super Brief: The 30-Year Tells the Truth While the Fed Tells a Story — Super Brief
The 30-Year Tells the Truth While the Fed Tells a Story. The 30-year Treasury touched 5.10% intraday Friday. The last time the long end traded at tha…
1 month, 1 week ago
Brief: Cerebras Just Opened the IPO Window From the Inside
Cerebras raised $5.5 billion in the largest US tech IPO since Uber and doubled on its first day, while the CLARITY Act cleared the Senate Banking Com…
1 month, 1 week ago
Super Brief: Cerebras Just Opened the IPO Window From the Inside — Super Brief
Cerebras Just Opened the IPO Window From the Inside. Cerebras raised $5.5 billion at $185 per share, opened at $350, and closed at $311, the largest …
1 month, 1 week ago