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Source: Seeking Alpha News Agency
3 days ago
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Ennis: Industry Weakness Necessitates Caution (Downgrade)

Ennis: Industry Weakness Necessitates Caution (Downgrade)

Ennis, Inc. is downgraded from Buy to Hold due to worsening industry conditions despite stable profitability. Recent acquisitions have offset organic revenue declines, but underlying demand remains weak in the US printing market. EBF maintains a debt-free balance sheet and strong cash position, supporting resilience amid sector headwinds.

Source: Seeking Alpha
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Source: Schwab Network News Agency
3 days ago
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Tim Nyland Sees Deeper Mag 7 Bull Run, Just Mind AI CapEx & Macro Woes

Tim Nyland Sees Deeper Mag 7 Bull Run, Just Mind AI CapEx & Macro Woes

Tim Nyland weighs macro risks he sees forming on the horizon after the Fed raised interest rates in its September meeting, from crude oil's elevated prices to an AI spending boom pressuring earnings. He adds that the hyperscalers are competing with the Treasury as the 10-year yield hovers near 5%.

Source: Schwab Network
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Source: Bloomberg Technology News Agency
3 days ago
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Trump Opposes AI Guardrails Amid Chip Selloff

Trump Opposes AI Guardrails Amid Chip Selloff

Bloomberg's Shery Ahn and Haidi Stroud-Watts break down how President Donald Trump's rejection of artificial intelligence safety guardrails coincides with a sharp selloff across semiconductor stocks. They also examine the regulatory uncertainty driving market movement and tech sector volatility.

Source: Bloomberg Technology
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Source: Bloomberg Markets and Finance News Agency
3 days ago
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'Hike Doesn't Change Fundamentals,' says Cetera's Goldman

'Hike Doesn't Change Fundamentals,' says Cetera's Goldman

Gene Goldman, CIO of Cetera, reacts to the inflation expectations and overall market volatility following the Fed's rate decision by telling Bloomberg's Paul Sweeney and Scarlet Fu that it's one and done (maybe two and done), not the start of something bigger. It's insurance against sticky inflation, not a return to aggressive tightening.

Source: Bloomberg Markets and Finance
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Source: Seeking Alpha News Agency
3 days ago
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The Fed May Stop Hiking, But That Won't Solve The Treasury Problem

The Fed May Stop Hiking, But That Won't Solve The Treasury Problem

Markets are focused on the Fed, but long-term Treasury yields are increasingly being shaped by debt supply, term premium, and the composition of the buyer base. The Treasury basis trade has become an important source of mechanical demand for cash Treasuries, with estimates suggesting the strategy reached roughly $1.5T before moderating.

Source: Seeking Alpha
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Source: 24/7 Wall Street News Agency
3 days ago
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The CFTC Just Sent Its Crypto Rules to the White House. What's in the Filing, and How Quickly Could It Move?

The CFTC Just Sent Its Crypto Rules to the White House. What's in the Filing, and How Quickly Could It Move?

On September 17, 2026, the Commodity Futures Trading Commission submitted its rulemaking for the crypto market to the White House Office of Information and Regulatory Affairs, just two days after the Senate rejected the CLARITY Act by a narrow vote

Source: 24/7 Wall Street
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