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Crypto’s $25 billion spree sparks unease even among insiders
EQUITIES AUG 08, 2025
Crypto’s $25 billion spree sparks unease even among insiders

Conversion of listed firms to crypto-buying entities could be risky.

Waller emerges as favorite for Fed chair among Trump team
FIXED INCOME AUG 07, 2025
Waller emerges as favorite for Fed chair among Trump team

Sources say advisors to POTUS are impressed with the Federal Reserve governor's record and willingness to set policy based on forecasts rather than current data.

Blackstone private debt fund marks down largest holding Medallia
ALTERNATIVES AUG 07, 2025
Blackstone private debt fund marks down largest holding Medallia

Blackstone leader says the Thoma Bravo-backed software firm, which was given a private credit loan through one of the firm's BDCs, "is underperforming our expectations."

Stocks gain as hopes rise for Russia-Ukraine truce: Markets Wrap
EQUITIES AUG 07, 2025
Stocks gain as hopes rise for Russia-Ukraine truce: Markets Wrap

Futures on the S&P 500 and Nasdaq 100 added 0.7%.

GOP pins midterm hopes on trump tax bill’s front-loaded refunds, delayed cuts
REGULATION AND LEGAL CASES AUG 07, 2025
GOP pins midterm hopes on trump tax bill’s front-loaded refunds, delayed cuts

52% of Americans disapprove of the tax law, according to a WSJ poll.

BofA sees beaten down insurance stocks primed for rebound
EQUITIES AUG 07, 2025
BofA sees beaten down insurance stocks primed for rebound

Attractive valuations and a profit rebound may lure back investors.

Oil traders race against time to solve a global diesel crunch
ALTERNATIVES AUG 07, 2025
Oil traders race against time to solve a global diesel crunch

Storage tanks only recently started rising from dramatically low levels.

Trump advisers push for a temporary Fed governor to fill open seat
FIXED INCOME AUG 06, 2025
Trump advisers push for a temporary Fed governor to fill open seat

Last week's surprise exit announcement by Biden nominee Adriana Kugler gives the president a sooner-than-expected opportunity to shape a more rate cut-friendly central bank board.

Bets on Fed rate cuts are sweeping through US bond market
FIXED INCOME AUG 06, 2025
Bets on Fed rate cuts are sweeping through US bond market

Signs of a faltering American economy and growing support for easier policy rates at the Fed are swaying fixed-income investors.

Bulls get another reason to worry as sentiment gauge flashes red
EQUITIES AUG 06, 2025
Bulls get another reason to worry as sentiment gauge flashes red

Guage signals investor exuberance may be running too hot.