Commodities
Silver falls to $53.81, a whisker from its low for the year
Down 24% in 2026, the metal is caught between a hawkish Fed, rising oil and shrinking solar demand, though UBS still sees $70 by December.
Markets
Daily coverage of global stock, bond, crypto and commodity markets — what’s moving prices, and what it means for your portfolio.
Stocks
Hedge funds post worst week since 2024 as Goldman flags $65 billion CTA overhang
Systematic funds lost 2% in a week in which the S&P 500 slipped less than half a point, as money rotated out of the AI names they own most.
IPOs & Earnings
Anthropic files for Nasdaq IPO with $80.7 billion half-year loss
The company behind Claude plans to list under the ticker ANT in the week before Thanksgiving.
Bonds & Rates
Société Generale 9% cumulative callable bond trades near 95
The 90% maxi coupon at 2036 maturity is paid only if the 10-year BTP yield sits at or below 6%, and nothing is paid if it does not
Stocks
Netflix is in millions of homes, but the stock has nearly halved. Why Wall Street stopped paying up
Netflix is down 47.9% from its 2025 peak: what drove the slide, where analyst targets stand after the October quarter, and the technical levels...
Stocks
Exxon Mobil hits a 52-week high as oil tops $114: what is driving the rally and how far it can run
Surging crude, a rotation out of tech into energy and sharply upgraded earnings estimates have pushed the stock through $180, but the RSI has...
Bonds & Rates
France’s 10-year yield tops 5% for the first time since 2002: what it means for Italy’s BTPs
Pressure on French government debt is building as investors worry that the selloff in OATs could spread across the eurozone’s sovereign bond market.
Bonds & Rates
Italy’s retail bond sale passes €5 billion on day two: which BTP Valore is winning
Retail orders for the Treasury’s first-ever dual BTP Valore placement have already cleared €5 billion, and the quarterly-coupon tranche is pulling...
Forex
The dollar snaps four weeks of gains after Warsh: October now hinges on the Fed and the ECB, 24 hours apart
The Dollar Index closed last week lower, breaking a run of four straight advances, after the Fed chair refused to signal what the central bank will...
Stocks
Shareholders’ equity: what it is, where to find it, and what it says about a company
What shareholders’ equity is, where it sits on the balance sheet, what it is made of, and how to read it to judge how financially solid a company...
