Market Signals

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

RAM TEMPLE TRUST TO POLL BODY ROW: A LOOK AT GYANESH KUMAR'S JOURNEY - NDTV

NSE SHARES GET ‘THE DOMINATOR’ TAG AS MACQUARIE’S INITIATES COVERAGE WITH OUTPERFORM - ECONOMICTIMES

DEEPSEEK'S NEW PAPER REVEALS AGENT TRAINING! LIANG WENFENG LISTED AS AUTHOR - QBITAI

📊 S&P 500 Q3 2026 Earnings Update — Mid-season

SCOTT BESSENT SAYS THE US AND CHINA ARE GIVING THEIR TRADE TRUCE 2 MORE MONTHS - BUSINSIDER

NSE TO DEBUT IN TEST OF INDIA INVESTOR FAITH IN LONG-TERM GROWTH - ECONOMICTIMES

NSE DEBUT MAY NOT SET D-ST ON FIRE, SPARKS TO COME LATER - ECONOMICTIMES

CXMT, SMIC POWER 620% SURGE IN PROFITS IN CHINA'S CHIP INDUSTRY - NIKKEI

10 - YEAR TREASURY BOND SURGES TO HIGHEST YIELD SINCE 2007

📊 Real Yield Trend: 2.63% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.35 % (+0.02pp)

📊 ICE BofA BBB Corporate OAS: 0.95 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.68 bp (+0bp)

📊 10Y-2Y Treasury Spread: 21.9 bp (-0bp)

📊 10-Year TIPS Real Yield: 2.63 % (+0.01pp)

📊 10Y-3M Treasury Spread: 98.3 bp (+12bp)

ITS TOP TEAM LEADS CHINA'S EMBODIED INTELLIGENCE TO TAKE THE LEAD IN ENTERING THE STAGE OF LARGE-SCALE IMPLEMENTATION. - QBITAI

NEXTPOWER INC. (NXT) PRESENTS AT BNP PARIBAS ANNUAL POWER UP CONFERENCE TRANSCRIPT - SEEKINGALPHA

THE OVERHANG IS OVER. BUY THE DIP IN CPI CARD GROUP. - SEEKINGALPHA

Wella Co just filed its S-1/A for an NYSE listing under "WELA." The KKR-backed beauty group owns Wella Professionals, ghd, Clairol, OPI and Nioxin, sp

AS TRUMP AND XI MEET, INVESTORS PLAY BOTH SIDES OF AI DIVIDE - YAHOO

ULTRASHORT MSCI JAPAN DECLARES QUARTERLY DISTRIBUTION OF $0.2162 - SEEKINGALPHA

PG&E DROPS TO NEARLY FOUR-YEAR LOW AFTER UBS DOWNGRADES AS WILDFIRE REFORM CATALYST FADES - SEEKINGALPHA

$BJ — HOLD 📊 | 6 MONTHS THESIS

GANG SMUGGLING HEROIN ACROSS BORDER USING DRONES BUSTED IN PUNJAB, 4 ARRESTED - NDTV

$6.53 DIESEL U.S. AVERAGE, $8.25 IN CALIFORNIA, WORSENS ALREADY HOT INFLATION, AMID RECORD U.S. DIESEL EXPORTS; GASOLINE AND JET FUEL PRICES ALSO SPIK

FED STARTS TIGHTENING, BUT MONETARY POLICY STILL LOOKS ACCOMMODATIVE - SEEKINGALPHA

ROCHE: LATEST OBESITY DATA SUGGESTS PHARMA IS IN LINE TO BECOME GLOBAL GLP-1 PLAYER - SEEKINGALPHA

TRUMP PUSHES RUSSIA-UKRAINE ‘ENERGY TRUCE’: CAN IT WORK? - ALJAZEERA

DEMOCRATIC SENATORS URGE TRUMP TO SEEK AI AGREEMENT WITH CHINA: REPORT - SEEKINGALPHA

CARMEN ELECTRA SIGNS A CHICKEN WING NIL DEAL, THE KELCE COMMERCIAL IS DRIVING PEOPLE NUTS & THE SEC GONE WILD - FOX

Thin book: 6m range -5.9% to -4.8%, median conf 78. 12mo momentum is the common top driver in 4 of 10, but this is really a momentum/illiquidity scree

12mo momentum is the dominant driver: 6 of 10. Model is also leaning illiquidity and 6mo momentum. Financials 4, Tech 2, Defensive 2. Book +6.1% to +8

Scan is ugly: all 10 sit in bottom 2% of S&P 500. 6m expected returns -12.0% to -9.6%, median conf 92. Dominant drag: earnings yield vs bonds in 8 of

GENERAL MILLS IN CHARTS: NORTH AMERICA RETAIL SALES FALL 7% IN Q1; PET SEGMENT IS FLAT Y/Y - SEEKINGALPHA

Model is putting weight on short interest % and earnings yield vs bonds, with financials, defensives, and utilities doing the heavy lifting. 6 of 10 t

Chinese AI Firms Fall on Report of DeepSeek, Moonshot Probe

Book is thin — -5.1% to -3.7%, median conf 71. Not a fat short. Dominant driver: earnings yield vs bonds in 6 of 10. Rich vs bonds, fwd P/E stretched.

Earnings yield vs bonds is the whole top 10. Model is long cheap cash flow vs bonds, not momentum. Financial Services 3 names; Consumer Defensive and