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Monthly Macro Monitor: Status Quo

Monthly Macro Monitor: Status Quo

The 10-year Treasury yield is at the high end of the range it has been trading in for most of the last 4 years. Shorter maturities have been more volatile, trading in a wider range, but are also still in the range they've been in for the last 4 years.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Corvus: Strong Buy Soquelitinib Q1 2027 Interim Futility Analysis And AD Drug Advancement

Corvus: Strong Buy Soquelitinib Q1 2027 Interim Futility Analysis And AD Drug Advancement

Corvus Pharmaceuticals maintains a "Strong Buy" rating, driven by advancing soquelitinib in relapsed/refractory PTCL and moderate-to-severe atopic dermatitis [AD]. Company anticipates a pivotal interim futility analysis for its phase 3 PTCL trial in Q1 2027, representing a major inflection point. Positive phase 1 AD data and the initiation of the phase 2 SIERRA1 study, with topline results expected in Q3 2027, reinforce the pipeline's potential.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
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Australian rare earth miner surges as much as 29% after U.S. Department of War investment

Australian rare earth miner surges as much as 29% after U.S. Department of War investment

Sunrise Energy Metals shares surge 29% after $400 million U.S. investment. The Trump administration has backed plans to build an Australian scandium mine as part of a push to challenge China's critical-minerals dominance.

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منبع: Bloomberg Markets and Finance خبرگزاری
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AI Safety Fears Grow After Multiple Breaches

AI Safety Fears Grow After Multiple Breaches

The infiltration of Hugging Face by OpenAI's agents has put AI-enabled cyber attacks into the spotlight. The incident and similar breaches reported by Anthropic PBC and Meta Platforms Inc. have fueled calls in Washington and Silicon Valley for more thorough safety reviews of artificial intelligence models.

منبع: Bloomberg Markets and Finance
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منبع: Reuters خبرگزاری
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UK's Serica says $197 million bid for Pharos is final

UK's Serica says $197 million bid for Pharos is final

Serica Energy will not be raising its £145.7 million ($196.59 million) proposal for peer oil and gas producer ​Pharos Energy , the British company said on Monday, days ‌after Israel's Ratio Petroleum tabled a higher takeover proposal.

منبع: Reuters
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منبع: CNBC International TV خبرگزاری
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Fed could hold interest rates through December as weak jobs data reshapes outlook: Strategist

Fed could hold interest rates through December as weak jobs data reshapes outlook: Strategist

George Boubouras of K2 Asset Management reacts to the weaker-than-expected U.S. nonfarm payrolls report for July and discusses what it could mean for the Federal Reserve's interest-rate path. He also weighs in on Fed Chairman Kevin Warsh's push to move away from forward guidance and explains why he believes it could be a positive shift.

منبع: CNBC International TV
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منبع: CNBC International TV خبرگزاری
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A capex supercycle beyond just AI anchors Asia's growth outlook: Economist

A capex supercycle beyond just AI anchors Asia's growth outlook: Economist

Chetan Ahya from Morgan Stanley says in addition to AI, energy capex is huge in Asia as all countries are going through energy transition.

منبع: CNBC International TV
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منبع: CNBC خبرگزاری
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U.S. reaffirms grip on Hormuz blockade, turning away 55 ships as talks stall

U.S. reaffirms grip on Hormuz blockade, turning away 55 ships as talks stall

American military redirected 20 more commercial vessels away from Iranian ports last week under its naval blockade. Trump said that he is prepared to wait for economic distress to mount in Iran, backing away from a renewed round of military offensive.

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منبع: Reuters خبرگزاری
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Explainer: What is Unitree and why are China's humanoid robot makers racing to list?

Explainer: What is Unitree and why are China's humanoid robot makers racing to list?

Chinese robot maker Unitree ​has priced its Shanghai initial public offering at 150.8 yuan per share, with ‌subscriptions to start on Monday, as it seeks to raise 6.1 billion yuan ($904 million) in a deal that would see it become the first mainland-listed humanoid robot manufacturer.

منبع: Reuters
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منبع: Reuters خبرگزاری
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Australia's Treasury Wine takes $394 million charge to revamp US business; shares climb

Australia's Treasury Wine takes $394 million charge to revamp US business; shares climb

Australia's Treasury Wine Estates said on Monday it would ‌overhaul its U.S. business by fallowing vineyards, impairing brands and writing down inventory, resulting in a post-tax charge of A$558.4 million ($394.4 million).

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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It's A Near-Perfect Bullish Setup, But Time Is Short, Act Accordingly

It's A Near-Perfect Bullish Setup, But Time Is Short, Act Accordingly

This is a bullish market phase, but I anticipate a 5–7% correction as bearish narratives gain traction. Key risks include rising interest rates, armed conflict, oil price volatility, and political headwinds, yet I see these as buy-the-dip opportunities.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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Japan's executives call for FX stability as weak yen intensify import-cost pressure

Japan's executives call for FX stability as weak yen intensify import-cost pressure

Japanese executives are increasingly warning that currency swings and a persistently weak ‌yen pose risks to the economy, highlighting concerns that triggered last week's joint Japan-U.S. intervention to support the currency.

منبع: Reuters
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منبع: CNBC خبرگزاری
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Oil rises amid uncertainty over U.S.-Iran Strait of Hormuz deal

Oil rises amid uncertainty over U.S.-Iran Strait of Hormuz deal

Iranian Foreign Minister Abbas Araghchi said that Tehran is not currently in direct talks with the U.S. to end the war with Iran and open the Strait of Hormuz. Risks remain elevated outside Hormuz too, with Houthi groups in Yemen continuing attacks and threats, according to Citi.

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منبع: Reuters خبرگزاری
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I Squared wins bidding war for Australia's oOh!media with $735 million deal

I Squared wins bidding war for Australia's oOh!media with $735 million deal

Australian outdoor advertising company oOh!media said on Monday it had agreed to ​be bought by infrastructure investor I Squared Capital in ‌an A$1.04 billion ($734.55 million) deal including debt.

منبع: Reuters
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