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Long-dated Treasurys sell off again
Diesel buyers are competing for shrinking supply amid disruptions in Russia and the Middle East, with the U.S. at the center of a scramble that could intensify into the winter.
Sea Limited is structurally undervalued, with an 18% upside to my $141/share fair value estimate. SE's diversified model—Shopee, Monee, and Garena—drives sustainable growth, with 32%+ five-year revenue CAGR and expected FY2026 revenue of $31 billion. CEO Forrest Li's owner-operator mindset and operational excellence underpin SE's rapid turnaround and margin expansion potential.
Most leading US publicly traded managed care insurers raised their full-year earnings estimates following second quarter results, despite increasing medical costs and membership attrition. Many of the top publicly traded US managed care insurers' medical costs rose in the second quarter of 2026, following notable increases throughout 2025.
Global government bond yields rose to multiyear highs as a lack of progress in resolving Middle East tensions lifted oil prices and sparked worries about risks of a prolonged period of elevated inflation.
Humanoid-robot startup Unitree's coming listing could unleash a fundraising frenzy across China's robotics sector, with the debut serving as a key test of market appetite
President Trump threatens to bomb ally Oman should it impede efforts to re-open the Strait of Hormuz following yesterday's expiration of the MOU with Tehran with no immediate signs of diplomatic efforts from both sides. Brent moves to beyond $90 a barrel as a result while equities and bonds suffer losses.
While all investment markets are predictive by nature, gold and bonds are the most sensitive in sniffing out market imbalances and the sometimes-volatile rebalancings ahead. Gold broke out of the price channel that has held the price in check since the summer began.
Two Chinese shipping giants have stopped sending oil tankers through two Middle East chokepoints amid ongoing conflict and are instead collecting oil cargoes outside the Gulf, according to three industry executives, tanker trackers and a ship broker.
Saudi Aramco resumed oil loading from inside the Strait of Hormuz last week and has more tankers waiting to load as the state energy giant offers spot heavy crude cargoes, according to shipping data and trade sources.
The yield on the 30-year U.S. Treasury has surged to its highest level in 19 years. Some strategists see scope for the selloff to go further.
Fast-growing nicotine pouches have emerged as one of Big Tobacco's most important bets on a future beyond cigarettes, offering rapid growth, attractive margins and, for now, lighter regulation than many rival smoking alternatives.
U.S. equity markets finished the week mixed but generally resilient, with the S&P 500 reaching a new record high. Market pricing now implies just a 32% probability of a September rate hike, down sharply from 72% at the start of the month.
Crude oil prices remain supported by U.S.-Iran tensions and limited traffic through the Strait of Hormuz, while technical breakouts could extend the recovery in WTI and Brent.
Pembina Pipeline delivered solid Q2 2026 results, with 11.7% net revenue growth and 5% adjusted EBITDA growth, maintaining full-year guidance. PBA's business model is anchored by 85%-90% fee-based EBITDA, durable contracts, and an integrated asset network, reducing commodity price sensitivity. Management targets 5%-7% annual fee-based EBITDA per-share growth through 2030, with major projects like RFS IV, Heartland Extraction, Cedar LNG, and Greenlight underpinning the outlook.
