Market Signals

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

📊 S&P 500 Q3 2026 Earnings Update — Early season

📊 Real Yield Trend: 2.62% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.33 % (-0.01pp)

📊 10-Year TIPS Real Yield: 2.62 % (-0.06pp)

📊 ICE BofA US High Yield OAS: 2.66 bp (-0bp)

📊 10-Year Treasury Yield: 4.97 % (+0.01pp)

U.S. CRUDE STOCKPILES ROSE 1.8M BARRELS LAST WEEK, API SAYS - SEEKINGALPHA

SHELL: LNG AND PORTFOLIO OPTIMIZATION STRENGTHEN THE STORY, BUT RISKS ARE RISING - SEEKINGALPHA

Boxlight Corp ($BOXL) files for IPO — interactive classroom tech: projectors, flat panels, software for the education market. Headline metric: revenue

NewHydrogen, Inc. files for IPO. The Santa Clarita-based development-stage company is working on ThermoLoop, a thermochemical water-splitting tech tha

TRUMP'S JULY FINANCIAL DISCLOSURE REVEALED SALES OF UP TO $25M EACH IN MICROSOFT AND AMAZON STOCK - QZ

WALL STREET CLOSED MIXED AS THE NASDAQ NOTCHED A NEW ALL-TIME HIGH - SEEKINGALPHA

OPENAI EXPANDS GPT-6 UNIVERSE WITH GPT-6 SOL AND GPT-6 LUNA - SEEKINGALPHA

HOW AGENTIC AI IMPACTS THE SEMICONDUCTOR INDUSTRY - SEEKINGALPHA

ELEDON RISES ON NEW MID-STAGE TRIAL DATA, FDA FAST TRACK STATUS FOR LEAD DRUG - SEEKINGALPHA

WATCH: TRUMP DISMISSES CONCERNS ABOUT AI RISKS AT UN, SAYS HE WON'T REIN IT IN - PBS

OPENAI URGES WASHINGTON TO LEAD GLOBAL EFFORT TO CREATE AI-SAFETY STANDARDS - WSJ

ABU DHABI’S XRG WEIGHS TAKING STAKE IN SHELL-BACKED LNG CANADA - BLOOMBERG - SEEKINGALPHA

NETFLIX LOSING GROUND TO YOUTUBE — HSBC - SEEKINGALPHA

DIREXION DAILY SEMICONDUCTOR BEAR 3X SHARES DECLARES QUARTERLY DISTRIBUTION OF $0.4364 - SEEKINGALPHA

DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES DECLARES QUARTERLY DISTRIBUTION OF $0.0929 - SEEKINGALPHA

BXDC, SAFE LEAD 10 SMALL-CAP U.S. REITS WITH WEAK MOMENTUM GRADES - SEEKINGALPHA

OPENAI'S ALTMAN TO CALL FOR US-LED GLOBAL AI STANDARDS AT UN GENERAL ASSEMBLY: REPORT - SEEKINGALPHA

MERCEDES-BENZ PARTNERS WITH WAYVE ON AUTONOMOUS DRIVING TECHNOLOGY - SEEKINGALPHA

UTTAR PRADESH AUTO DRIVER'S SON SCORES 627 IN NEET, SECURES KGMU MBBS SEAT - NDTV

SHELL: NOT A HEDGE FOR THE CONFLICT - SEEKINGALPHA

BNP PARIBAS UPS ESTIMATES, PRICE TARGET ON AMPHENOL AFTER MANAGEMENT MEETING - SEEKINGALPHA

Book: 6m -5.5% to -4.3% — 1.2pt spread, thin signal even at median conf 71. Scan is shorting one theme: negative momentum + illiquidity. 12mo momentum

NY LAWMAKER LAUNCHES $30 MILLION EFFORT TO COORDINATE DEMOCRAT CONTROL OF AI - ZEROHEDGE

GEMINI: CRYPTO BOOST IGNORED - SEEKINGALPHA

12mo momentum is the top driver in 7 of 10, all conf 70+, univ 98-100. Book +5.4% to +7.4%. Illiquidity and 6mo momentum are the side dishes.

The scan is leaning short bond-proxy pain. Earnings yield vs bonds is the dominant drag in 7 of 10. Short interest is the other common stamp. No clean

Short interest is the dominant driver (6 of 10), but earnings yield vs bonds is right there. Model leans cheap-vs-bonds + crowded shorts + illiquidity

TATA TRUSTS VS TATA SONS: WHY A SUPREME COURT'S 2021 RULING IN CYRUS MISTRY CASE IS BACK IN FOCUS - NDTV

REX NVDA GROWTH & INCOME ETF DECLARES $0.1896 WEEKLY DIVIDEND - SEEKINGALPHA

Nikkei 225 short scan is a rates trade: earnings yield vs bonds is the down driver in all 10. Median conf 80, 6m book -11.5% to -7.4%. Consumer Cyclic

Scan is one factor: earnings yield vs bonds tops 10 of 10. Normal vol, normal credit, steep curve. Cheap-vs-rates book, not a sector bet. Univ 96-100,

RUPEE RISES 13 PAISE TO 95.65 AGAINST US DOLLAR IN EARLY TRADE - ECONOMICTIMES

SHADOW OF XI SUMMIT HANGS OVER TRUMP’S HIGH-STAKES TALKS WITH JAPAN’S TAKAICHI - SCMP

CHINA'S POWER INFRASTRUCTURE STOCKS LANGUISH DESPITE AI BOOM - NIKKEI

BEYOND NSE IPO BUZZ: MSEI, CSE UNLISTED SHARES RALLY UP TO 108% IN 2026 - ECONOMICTIMES

GPT-6 ASTRA DRIVES INTO ROBOT BODIES! TSINGHUA JOINS FORCES WITH INFINIGENCE AND OTHERS TO OPEN-SOURCE RPENT - QBITAI

A RECORD RUN! NSE IPO DRAWS RS 90,000 CRORE DEMAND, TAKES SUBSCRIPTION CROWN AMONG INDIA’S 5 LARGEST OFFERINGS - ECONOMICTIMES

NSE IPO CLOSES WITH 5.71X SUBSCRIPTION, BIDS CROSS RS 90,000 CRORE - ECONOMICTIMES

US STOCKS: US MARKET ENDS SHARPLY HIGHER AS AI OPTIMISM REIGNITES AND TREASURY YIELDS RETREAT - ECONOMICTIMES

JAMIE DIMON ON INDIA, TATA, AI, RUPEE AND THE DOLLAR - ECONOMICTIMES

US-CHINA AI RACE SPEEDS UP AS SELF-IMPROVING MODELS ADVANCE - NIKKEI

📊 Real Yield Trend: 2.68% (13-week change: +0bp, rising)

📊 ICE BofA BBB Corporate OAS: 0.94 bp (-0bp)