News Archive

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

Filtering:VLO

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 →

US Refiners Bank Record Crack Spreads, Turn Cash Back to Shareholders

Top American refining names are converting a favourable product-margin environment into accelerated buybacks and dividend increases, reinforcing the sector's shift from growth capex to capital returns.

Profits at leading US refiners have surged and companies are stepping up investor rewards, extending a multi-year capital-discipline narrative that has made the downstream complex one of the more reliable cash-return cohorts in energy.

MARKET REPORTBULLISH12 Aug 2026

Banking & Finance United StatesVLO MPC PSX XOM FRVORead report →

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