Market Signals

📊 10-Year Treasury Yield: 4.794 % (+0.00pp)

US TREASURY RATCHETS UP PRESSURE ON IRAN WITH SWEEPING NEW AVIATION SANCTIONS

EX-DELHI CHIEF SECRETARY RAKESH MEHTA DIES BY SUICIDE AT NOIDA HOME - NDTV

RECKITT BENCKISER GROUP PLC (RBGLY) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

SMITHSONIAN SECRETARY LONNIE BUNCH RESIGNS AMID ATTACKS FROM TRUMP ADMINISTRATION - ABC

AMERICAN EAGLE OUTFITTERS Q2 2027 EARNINGS PREVIEW - SEEKINGALPHA

BUNGE GLOBAL SA (BG) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

HARBOUR ENERGY PLC (HBRIY) PRESENTS AT BARCLAYS 40TH ANNUAL ENERGY-POWER CONFERENCE TRANSCRIPT - SEEKINGALPHA

SAP SE (SAP) PRESENTS AT GOLDMAN SACHS COMMUNACOPIA + TECHNOLOGY CONFERENCE 2026 TRANSCRIPT - SEEKINGALPHA

DISH NETWORK CREDITORS ASK BANKRUPTCY COURT FOR NEW TRUSTEE AND COUNSEL - SEEKINGALPHA

CDT Equity Inc. is a clinical-stage biopharma with assets AZD1656, AZD5658, and AZD5904. It’s filing for an IPO after a 1-for-10 reverse split in July

FIGS, INC. (FIGS) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

GENERAL MILLS, INC. (GIS) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

NAVITAS SEMICONDUCTOR CORPORATION (NVTS) PRESENTS AT CITI'S 2026 GLOBAL TMT CONFERENCE TRANSCRIPT - SEEKINGALPHA

HEINEKEN N.V. (HEIA:CA) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

CONSTELLATION BRANDS, INC. (STZ) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

TECHNIPFMC PLC (FTI) PRESENTS AT BARCLAYS 40TH ANNUAL ENERGY-POWER CONFERENCE TRANSCRIPT - SEEKINGALPHA

INDIA, BANGLADESH EDGE CLOSER TO RESTARTING CROSS-BORDER TRAINS - NDTV

CHEVRON CORPORATION (CVX) PRESENTS AT BARCLAYS 40TH ANNUAL ENERGY-POWER CONFERENCE TRANSCRIPT - SEEKINGALPHA

DANONE S.A. (DANOY) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

QUALCOMM JUMPS AS IT TEAMS WITH AMAZON ON NEXT-GEN AI DATA CENTER DEAL - SEEKINGALPHA

THE CHEESECAKE FACTORY INCORPORATED (CAKE) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

SEMICONDUCTOR SALES FALL IN JULY AS MEMORY REVENUE DROPS, UBS SAYS - SEEKINGALPHA

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

PHILIP MORRIS INTERNATIONAL INC. (PM) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

L'ORÉAL S.A. (LOR:CA) PRESENTS AT BARCLAYS 19TH ANNUAL GLOBAL CONSUMER STAPLES CONFERENCE TRANSCRIPT - SEEKINGALPHA

FUTURES FALL AS INFLATION FEARS MOUNT WITH OIL SET TO TOP $100 - ZEROHEDGE

ORION ENERGY SURGES AFTER SCORING MULTIMILLION-DOLLAR DATA CENTER LIGHTING ORDER FROM HYPERSCALER - SEEKINGALPHA

BRACE FOR HIKES: DEUTSCHE BANK SAYS 2025’S ‘INSURANCE CUTS’ MUST BE UNDONE - SEEKINGALPHA

HSBC HIKES S&P 500 YEAR-END TARGET TO 8,100 ON EARNINGS SURGE - SEEKINGALPHA

YIELDMAX® SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF DECLARES $0.2888 DIVIDEND - SEEKINGALPHA

Rothe Development is filing for an IPO. They provide IT, calibration, and consulting services, mostly to NASA and the DoD. The headline: a $150,000 re

COREWEAVE: A HUNDRED BILLION IN BACKLOG AND A BOND MARKET THAT DOESN'T BELIEVE IT - SEEKINGALPHA

Top 10 S&P 500 shorts all carry negative 6m expected returns: -15.1% to -11.0%, median conf 93. The common thread is earnings yield vs bonds—dominant

Long scan — S&P 500 — Tuesday, September 08, 2026. BOOK: 6m +11.3%..+15.8%, median conf 94 DOMINANT DRIVER: short interest % in 6 of 10

China short scan: 6m expected returns -5.5% to -3.5%, median conf 71. Normal vol, normal credit, steep curve. Earnings yield vs bonds drags 7 of 10. V

Long scan — China (MCHI) — Tuesday, September 08, 2026. BOOK: 6m +6.8%..+10.1%, median conf 72 DOMINANT DRIVER: earnings yield vs bonds in 10 of 10

SPDR ENERGY AND S&P E&P ETFS: NOT AS HEADLINE-DEPENDENT AS YOU THINK, STILL PRICING IN SUB-$70 OIL - SEEKINGALPHA

ASML WINS COMMITMENTS FROM SAMSUNG, TSMC FOR NEW CHIPMAKING GEAR - SEEKINGALPHA

The Nikkei 225 quant book is all negative—6m expected returns -11.5% to -7.0%, median conf 88. Earnings yield vs bonds is the drag in 10 of 10. Consum

Long scan — Nikkei 225 — Tuesday, September 08, 2026. BOOK: 6m +8.2%..+13.2%, median conf 91 DOMINANT DRIVER: earnings yield vs bonds in 10 of 10

IFCI SHARES SLIDE 7% AFTER STELLAR 30% MONTHLY SURGE AMID NSE IPO BUZZ - ECONOMICTIMES

JIO, NSE IPOS: DO MARQUEE IPOS REALLY DELIVER BIG LISTING-DAY GAINS? - ECONOMICTIMES

GLOBAL MARKET: JAPAN STOCKS MIXED AS STRONG DATA BOOSTS RATE-HIKE BETS - ECONOMICTIMES

BSE IPO INDEX SURGES 35% IN FIVE MONTHS OF FY27, HITS RECORD HIGH ON STRONG LISTINGS - ECONOMICTIMES

BELGIUM’S ARREST OF ALLEGED CHINESE CHIP-TECH THIEF FUELS EUROPEAN FEAR OF BEIJING - WSJ

VOLKSWAGEN: EARNINGS REVIEW WITH AN EYE ON 2026-2028E - SEEKINGALPHA

WHO IS ASHWANI KUMAR MISHRA, NEW PUNJAB AND HARYANA HIGH COURT CHIEF JUSTICE - NDTV

GS MID CAP VALUE FUND VIT Q2 2026 COMMENTARY - SEEKINGALPHA

FROM DOG WALK ROW TO DELHI TRAGEDY: IAS OFFICER SANJEEV KHIRWAR IN SPOTLIGHT - NDTV