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The Dow Jones Industrial Average finished the week down 0.6% on Friday, snapping a two-week winning streak.
Tyson Foods closes beef facilities as America's cattle herd hits a 75-year low, driven by persistent drought that forced ranchers to sell early.
The S&P 500 (SPY) has delivered extraordinary 2026 earnings growth, with Q2 EPS up 50.8% and technicals remaining ultra-bullish. Much of the EPS beat stems from non-operating investment gains, while real growth is driven by AI-related CapEx.
Always keep an eye on options even if you don't use them, says Kevin Davitt of @nasdaq. He turns to index data tied to straddles and volatility to help explain why bullish activity in options is vastly outweighing downside risks in the current market environment.
Red Cat Holdings maintains a bullish outlook despite mixed Q2'26 results and market hesitancy. The drone company reaffirmed FY guidance of $150–$180M revenue, but reaching this target requires a significant ramp in 2H sales. The Dept. of War is long overdue to place major drone orders while Red Cat has built a large manufacturing base to support a pipeline topping $1 billion.
Tyson Foods is cutting beef-processing capacity as the US cattle herd nears a five-decade low driving up livestock costs and contributing to persistent losses in beef business. Bloomberg News Agriculture Reporter Ilena Peng is on Bloomberg This Weekend and explains to hosts Joe Mathieu and Carol Massar that consumers are also pushing back against record prices, but meaningful relief may take years as the herd rebuilds, while a planned resumption of some cattle imports from Mexico could provide limited near-term help.
Minutes from the Federal Reserve's July meeting will offer a closer look at the debate that produced three dissents in favor of a quarter-point rate increase, an unusually visible split as policymakers contend with elevated inflation and mixed economic data. Joining Joe Mathieu and Carol Massar on Bloomberg This Weekend, BMO Capital Markets Senior Economist Jennifer Lee expects the Fed to remain patient, with the firm forecasting no rate move until late 2027, when it expects the central bank to begin cutting.
Most Gulf stock markets rose on Sunday despite ongoing regional uncertainty, with peace talks showing no signs of progress and oil tanker traffic through the strategic Strait of Hormuz yet to fully resume.
Implied volatility, as measured by the VIX, has dropped to multi-year lows amid a tightly range-bound S&P 500. Options-gamma positioning and dealer hedging flows have suppressed both realized and implied volatility, but this may shift post-options expirations.
U.S. equity markets climbed to fresh record highs as a second straight month of encouraging CPI and PPI data eased Fed-hike fears, despite higher oil prices and softer retail sales. The S&P 500 gained 0.4%, while the Nasdaq 100 rose 1.1% as AI infrastructure winners led again. Energy surged nearly 8%, while Consumer Discretionary lagged on consumer-spending concerns. REITs were mixed as higher long-term yields offset a strong conclusion to earnings season. The Equity REIT Index gained 0.4%, led by Data Center and Cell Tower REITs.
Just 13% of U.S. large-cap funds have outperformed indexes over the past decade, new data show.
Wall Street will get a series of fresh reads on the health of the U.S. consumer next week, with earnings from Walmart, Target, and Home Depot taking center stage during a relatively quiet stretch for economic data.
Bill Ackman is accumulating positions in Netflix, Visa, Mastercard, and S&P Global, targeting wide-moat businesses at compressed valuations. Pershing Square views NFLX as having won the streaming wars, with a robust global subscriber base and improving free cash flow; expected EPS compounding is ~19% annually. V and MA are described as financial 'toll roads' with unmatched network effects, high margins, and double-digit EPS growth, both rated with a 10/10 moat score.
German companies slashed investments in the United States to a three-year low in the first half of 2026, as Trump administration policies fed uncertainty between the transatlantic trading partners.
Financial Institutions, Inc. remains a Buy, supported by improved profitability, stronger capital ratios, and positive FY 2026 guidance revisions. FISI's net interest margin rose to 3.70% in Q2 2026, driven by lower funding costs and anticipated higher-yielding loan replacements. Asset quality is stable but requires monitoring, particularly in nonperforming loans and consumer indirect auto loan exposure.
