News Archive

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

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Global Bond Selloff Pressures European Equities as Crude Extends Advance

Rising sovereign yields and a firmer oil complex tighten financial conditions into quarter-end, compounding a growth scare already visible in US consumer discretionary earnings.

A renewed selloff in government bonds weighed on European equity indices while crude oil climbed further, reviving the adverse rates-plus-energy combination that historically compresses equity multiples. The macro backdrop collided with soft US housing-adjacent retail guidance from Lowe's, underscoring a consumer under strain.

BREAKING STORYBEARISH19 Aug 2026

Rates & Bonds Energy EquitiesSTOXX LOW TJX VLO CL=FRead report →

Consumer Discretionary Cracks Widen: Douglas, Birkenstock and Boozt Signal Demand Fatigue

Goldman Sachs downgrades Douglas after a weak Q3 marred by competitive intensity, while Birkenstock slides and European e-commerce names post uneven results — evidence the consumer trade is fragmenting by brand and price point.

A cluster of European consumer results and sell-side actions points to deteriorating pricing power and intensifying rivalry in beauty, footwear and online retail, even as Lowe's and select U.S. retailers head into a pivotal reporting week.

SPECIAL REPORTBEARISH14 Aug 2026

Consumer & Retail United States EuropeDOU.DE BIRK BOZTY LOW WMT+1Read report →

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