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News
Fed Rate Hike Coming This Week, Deteriorating Market Breadth, And More On International
4+ hour, 16+ min ago (118+ words) Seeking Alpha - The CME’s fed funds futures probability bar chart for this coming FOMC announcement on September 16th, 2026 says there is an 87.3% probability that the FOMC will raise the current fed funds from a range of 3.50-3.75% (midpoint 3.625%) to a new range…...
Crude jumps 3% as Saudi pipeline shutdown raises supply fears (CL1:COM:Commodity)
3+ hour, 56+ min ago (15+ words) Crude oil jumps after Saudi drone attacks shut key pipeline, risking 4% global supply loss....
Access, Diversification, And Precision: The Expanding Role Of Thematic ETFs
4+ hour, 6+ min ago (24+ words) Thematic ETFs allow investors to add deliberate exposure to structural change while diversifying beyond the increasingly concentrated return drivers embedded in broad market benchmarks....
Monday's economic calendar No events scheduled (SP500:)
4+ hour, 35+ min ago (7+ words) No events scheduledNo events scheduledNo events scheduled...
Tracking Ron Baron’s BAMCO Portfolio – Q2 2026 Update (MUTF:BARIX)
11+ hour, 54+ min ago (104+ words) Seeking Alpha - Ron Baron's BAMCO 13F portfolio doubled to $66.6B, with Space Exploration Technologies (SPCX), Tesla (TSLA), MSCI, Arch Capital, and Hyatt Hotels comprising ~52%. - SPCX dominates at ~37% after IPO allocation and participation in funding rounds prior to the IPO; TSLA remains a…...
Treasury buyback test exposes limits of support for long-term debt: SocGen
13+ hour, 46+ min ago (13+ words) Seeking Alpha...
Energy Secretary warns oil traders against betting on quick Hormuz deal
15+ hour, 22+ min ago (98+ words) Seeking Alpha U.S. Energy Secretary Chris Wright warned oil traders not to expect Iran’s latest diplomatic push to produce a rapid breakthrough in the Strait of Hormuz, Bloomberg News reported Sunday. Iran is preparing to discuss a temporary shipping arrangement with…...
Anthropic is said to pick Nasdaq for potential IPO (ANTHRO:Private)
15+ hour, 42+ min ago (52+ words) Seeking Alpha Artificial intelligence startup Anthropic (ANTHRO) selected Nasdaq as the exchange for a possible initial public offering, Business Insider reported Sunday, citing a person familiar with the company’s plans. The decision would move Anthropic (ANTHRO) another step toward becoming…...
Goldman Sachs sees rate shock, not bull-market killer, for U.S. stocks
17+ hour, 35+ min ago (13+ words) Seeking Alpha...
Goldman rebalances its long duration stock basket
18+ hour, 24+ min ago (88+ words) Seeking Alpha The Goldman Sachs equity team has rebalanced its Long Duration Basket amid rising interest rates. Equities usually struggle to digest sharp increases in interest rates, with long duration growth stocks struggling disproportionately from rising discount rates, according to…...