News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

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Oil On Track For Steepest Weekly Gain Since Mid-July On US-Iran Tensions

Chinese refiners are now paying record premiums for Russian ESPO crude as the market braces for wider Middle East disruption.

Crude is set for its sharpest weekly gain since mid-July after Israeli Prime Minister Benjamin Netanyahu called toppling Iran's government a 'central mission... within reach,' with the Trump White House reportedly weighing how to use the moment.

BREAKING STORYBULLISH

Rising Treasury Yields Test Equity Resilience as Dollar Firms in Narrow Ranges

Strategists say the 10-year yield's climb has yet to reach the pain threshold that historically triggers a broad equity de-rating, even as the dollar grinds higher and duration-sensitive dividend names come under scrutiny.

Equities continue to absorb an upward drift in long-end Treasury yields, with Strategas arguing the ascent must go considerably further before it forces a selloff. A mostly firmer but range-bound dollar and renewed focus on dividend sustainability across telecoms, REITs and payments underscore a market repricing duration rather than direction.

SPECIAL REPORT

Insider Selling Wave Sweeps US Corporates as Executives Cash Out Across Tech, Healthcare and Media

More than a dozen Form 4 disclosures in 24 hours — led by Thermo Fisher CEO Marc Casper's $8.6m disposal and Magnite's $660k of combined executive sales — point to a broad monetisation impulse at elevated equity valuations.

A dense cluster of insider disposals spanning Thermo Fisher, Block, Magnite, Colgate-Palmolive, IFF, Aurora Innovation, Tenet Healthcare, Accel Entertainment, Cohen & Co, Gevo and Warner Bros. Discovery signals executives are trimming exposure after a powerful equity run. While individually routine, the aggregate pattern is a classic late-cycle tell.

SPECIAL REPORTBEARISH
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