
Markets Rally on Surprise U.S. Job Losses
Plus, manufacturing jobs remain a bright spot and Airbnb shares soar.
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Plus, manufacturing jobs remain a bright spot and Airbnb shares soar.

Delcath Systems delivered strong Q2 revenue and earnings, with its shares surging as a result. Q3 seasonality is expected to be less pronounced in 2026, which should mean that Delcath's growth remains robust in the second half of the year. As a result, I expect Delcath's stock to continue performing well in 2026.

Of the roughly 75 economists who submitted July payroll estimates to Bloomberg, not a single one forecast that the U.S. would lose jobs last month. But that is exactly what happened.

A U.S. judge on Friday barred the Defense Department from including Chinese biotechnology company WuXi AppTec Co on a list of companies believed to support Beijing's military, saying the government lacked evidence to justify the decision.

Two months after he was blocked by the Supreme Court, President Donald Trump has resumed his effort to oust Federal Reserve governor Lisa Cook as part of an effort to stack the central bank's board with more allies.

Sun Life Financial Inc. (SLF:CA) Q2 2026 Earnings Call Transcript

Wheaton Precious Metals Corp. (WPM:CA) Q2 2026 Earnings Call Transcript

Donald Trump is renewing his efforts to fire Federal Reserve governor Lisa Cook after the US Supreme Court previously blocked him from dismissing her.

Starwood Property Trust, Inc. is rapidly deploying capital into improving real estate markets but likely not at overall double-digit returns. STWD expects to reallocate $900M from underperforming assets, catalyzing earnings growth as non-accruals decline and U.S. office vacancies stabilize. The balance sheet is robust, with most debt shielded from mark-to-market and margin call provisions, reducing vulnerability to market volatility.

President Trump is reviving his effort to oust Federal Reserve Gov. Lisa Cook, with the White House giving her several weeks to answer mortgage-fraud allegations in the wake of comments from her voicing support of hiking interest rates.

Extendicare Inc. (EXE:CA) Q2 2026 Earnings Call Transcript

Ensign Energy Services Inc. (ESI:CA) Q2 2026 Earnings Call Transcript

B2Gold Corp. (BTO:CA) Q2 2026 Earnings Call Transcript

The chances of a hike remain, with upcoming inflation reports a key focus for Fed officials.

Canaccord Genuity Group Inc. (CF:CA) Q1 2027 Earnings Call Transcript