MBS ETFs Lose $2.4 Billion in September, but BlackRock Shifting $1 Billion Between Its Own Funds Accounts for Much of It
The category outflow is smaller than MBB's alone, because a large share was one manager rotating from a passive fund...
Mortgage Rates Jump 25 Basis Points in a Week to 7.28%, the Largest Move Since October 2022
Inventory is rising because buyers are leaving, not because sellers are arriving, and the weakness is concentrated below the luxury...
Retail Trading Volumes Hit a 2026 Low at 0.94 Times Average, 26% Below the June Peak, as Citadel Securities Calls for a Fourth-Quarter Reload
Scott Rubner argues September cleared stretched positioning. The volume case is better supported than the seasonal one.
Treasury Opens a $1,700 Dollar-for-Dollar Tax Credit for School Scholarships, Projected at $26 Billion a Year by 2030
The credit costs participating taxpayers nothing, and it arrives as half of US school districts already run operating deficits.
AI Agents Hacked Their Own Grader, and the Industry Answer Is Voluntary Commitments Agreed With a President Who Calls the Risk a Hoax
Over 1,000 staffers signed a slowdown petition, Musk puts extinction odds at 20% and Amodei at 25%, while markets price...
Carney Fast-Tracks a C$44 Billion Pacific Pipeline 18 Days Before Alberta Votes on Separation
The project would move a million barrels a day to Asia, but private capital has not committed beyond Pembina's 10%...
Tesla Deliveries Seen Falling 7% to 463,761 While It Spends Over $25 Billion on Businesses Years From Affecting Margins
European registrations are up 65.9% this year, driven by soaring petrol prices and cheaper Chinese EVs rather than anything Tesla...
ISM Manufacturing Holds at 54.5 for a Ninth Month of Expansion as Input Prices Reach Their Highest Since May
Growth is concentrated in electrical equipment, primary metals and machinery, the industries supplying the AI infrastructure buildout.
Samsung Lifts Galaxy S26 Prices $100 Mid-Cycle, Taking the Base Model to $1,000 From $800 a Generation Ago
A memory shortage driven by AI demand is now raising consumer electronics prices directly, reversing decades of deflation in the...
Investcorp Raises $1.22 Billion for North American Buyouts, Matching Its Previous Fund in a Difficult Market
The fund targets services companies with $10 million to $50 million of earnings, the segment most exposed to AI substitution...
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