Market Signals

📊 ICE BofA US High Yield OAS: 2.73 bp (+0bp)

📊 10Y-3M Treasury Spread: 102.6 bp (+4bp)

📊 10Y-2Y Treasury Spread: 27.4 bp (+5bp)

BANCO SANTANDER (BRASIL): IT'S TIME TO GET OUT (RATING DOWNGRADE) - SEEKINGALPHA

FDCTech filed an S-1/A for an offering of common stock. The fintech rolls up small brokerage, wealth, and payments firms across the UK, Malta, Austral

ORACLE'S 'FORCE MAJEURE' NOTICE RAISES QUESTIONS ABOUT THE COMPANY'S ABILITY TO DELIVER ON AI DATA CENTERS - BUSINSIDER

WALL STREET'S NUCLEAR BULL CASE REQUIRES REACTORS TO ACTUALLY GET BUILT - ZEROHEDGE

$WDAY — HOLD 📊 | 6 MONTHS THESIS

AAII SENTIMENT SURVEY: PESSIMISM PULLS BACK - SEEKINGALPHA

City Therapeutics just filed for IPO. The Cambridge-based biotech is developing next-gen RNAi therapeutics to silence disease-causing proteins, with l

BNY MELLON HIGH YIELD STRATEGIES FUND DECLARES $0.0175 DIVIDEND - SEEKINGALPHA

AKAMAI SURGES AFTER ANNOUNCING MASSIVE DEAL WITH ANTHROPIC - SEEKINGALPHA

MARKETS : SENSEX TANKS 1 , 248 PTS , NIFTY BELOW 23 , 100 AS US BOND YIELDS , CRUDE OIL SURGE – THE INDIAN AWAAZ

NVIDIA CEO JENSEN HUANG JUST TORCHED DOOMSDAY AI BROS, SAYS STFU ABOUT EXISTENTIAL RISK OR SHUT IT DOWN - ZEROHEDGE

JAPAN'S NEXT CHAPTER - SEEKINGALPHA

LIGAND, AVENCELL INK FINANCING DEAL WORTH UP TO $47M FOR CAR-T THERAPIES - SEEKINGALPHA

MICRON IS WINNING BY LOSING THE HBM RACE - SEEKINGALPHA

"ELECTION SNATCHER": AKHILESH YADAV SAYS GYANESH KUMAR MUST STEP DOWN - NDTV

DOLLAR GENERAL'S TURNAROUND MOVES FROM PROMISE TO DELIVERY -- HSBC - SEEKINGALPHA

TOKENIZED CAPITAL MARKETS TO BECOME CORE BY 2030S - DEUTSCHE BANK - SEEKINGALPHA

US YIELDS RISE, 30-YEAR BOND YIELD HITS HIGHEST SINCE 2004 - ECONOMICTIMES

U.S. NATURAL GAS INVENTORY NET CHANGE OF +53 BCF FOR WEEK ENDED SEPTEMBER 18 – EIA - SEEKINGALPHA

CORE SCIENTIFIC: TEXAS DATA CENTER FREEZE PUTS ITS AI GROWTH STORY TO TEST - SEEKINGALPHA

DXJ: CURRENCY HEDGED ALLOCATION TO JAPAN REMAINS FAVORABLE (MAINTAINING BUY) - SEEKINGALPHA

FBS GLOBAL ANNOUNCES 1-FOR-10 REVERSE STOCK SPLIT - SEEKINGALPHA

ALPHABET: THE GEMINI-CLOUD DIVERGENCE HIDES A $1 TRILLION OPPORTUNITY - SEEKINGALPHA

NEW HOME SALES RISE IN AUGUST - SEEKINGALPHA

NOVO NORDISK: CAPITAL MARKETS DAY REVEALS ITS NEXT GROWTH ENGINE - SEEKINGALPHA

Scan says short Europe’s slow bleeders: book -6.0% to -4.9%, only 1.1pt wide, median conf 78. Thin signal despite high confidence. Common drag: negati

SYNOPSYS IN FOCUS AS BNP PARIBAS UPGRADES, SAYS INVESTOR DAY COULD BE 'POSITIVE CATALYST' - SEEKINGALPHA

12mo momentum is doing 9 of 10 here; model is chasing what already works, with illiquidity as the kicker. Michelin ($ML.PA) leads at +7.9%, conf 80, 1

FIRST TRUST S&P 500 ECONOMIC MOAT ETF DECLARES $0.04 DIVIDEND - SEEKINGALPHA

WHY AADHAAR AUTHENTICATION IS MUST FOR LPG SUBSIDY - ECONOMICTIMES

The scan is saying expensive vs bonds, not panic: earnings yield vs bonds is the top drag in 7 of 10. Book sits -12.3% to -8.9%, median conf 92. Secto

Model is paying up for cheap earnings yield vs bonds, plus a short-interest kicker. Financials (3), Utilities (2), Staples (2) dominate. Book is +9.3%

China (MCHI) short scan is not subtle: 6m -5.5% to -3.8%, median conf 71. Earnings yield vs bonds is the drag in 6 of 10. Solar, airlines, brokers all

Evolution Metals & Technologies Corp. ($EMAT) just amended its S-1. The company recycles end-of-life lithium-ion batteries and scrap into battery-grad

The scan is paying up for one thing: earnings yield vs bonds. That driver hits 10 of 10 names. Book is +6.9% to +10.1% over 6m, median conf 72. Univer

BRENT CRUDE ABOVE $100 AND 10 - YEAR TREASURY YIELDS ABOVE 5 % GIVE MARKETS A DOUBLE TEST

Nikkei 225 short scan says the same thing in 10 of 10: earnings yield vs bonds is the drag. Book is -11.6% to -7.3% 6m, median conf 87. Not a crash ca

OUTCRY IN SUDAN AS US REPORTEDLY HOLDS AL-BURHAN’S UN VISA OVER TRUCE PLAN - ALJAZEERA

The scan is a rates trade, not a sector call: earnings yield vs bonds is the top driver on all 10 names. Book is +7.0% to +13.3% over 6m, median conf

NSE LISTING SEES INDIA'S BIGGEST EXCHANGE NEAR BOTTOM OF RS 10,000 CRORE IPO CLUB - ECONOMICTIMES

DIDN’T GET NSE IPO SHARES? SHOULD YOU BUY ON LISTING, WAIT FOR A DIP OR BET ON BSE? - ECONOMICTIMES

NSE BECOMES 9TH MOST VALUED COMPANY WITH RS 4.63 LAKH CRORE M-CAP AFTER IPO. WHO DID IT OVERTAKE? - ECONOMICTIMES

NSE SHARES JUMP 5% AFTER MUTED DEBUT, MARKET VALUE SWELLS BY RS 19,290 CRORE. WHY MACQUARIE, OTHER BROKERAGES ARE BULLISH - ECONOMICTIMES

NVIDIA-BACKED FIRMUS GRID BEGINS PREMARKETING FOR A$7B ASX IPO: REPORT - SEEKINGALPHA

IFCI, NEW INDIA ASSURANCE, OTHER STOCKS DROP UP TO 3% AS NSE MAKES A MUTED MARKET DEBUT. WHAT TO EXPECT? - ECONOMICTIMES

BSE SHARES FALL 2% AS NSE MAKES MARKET DEBUT. HERE'S WHY MACQUARIE SEES 22% UPSIDE - ECONOMICTIMES

TRUMP GREETS XI JINPING ON ARRIVAL IN RARE MOVE AS US-CHINA TRADE TRUCE EXTENDED - GUARDIAN