
Jackson Hole Highlights New Tug-of-War for the Treasury and Fed
Plus, Dollar General is gaining market share as uptick in traffic helped drive sales higher.
Follow the latest financial and economic news, market updates, reports, and analysis on PipVero.

Plus, Dollar General is gaining market share as uptick in traffic helped drive sales higher.

Japan spent a record $98.7 billion to prop up the yen in the past month, as it undertook rare coordinated action with the U.S. to stabilize the currency.

Easterly Government Properties reported solid Q2 results, raising full-year core FFO guidance and maintaining momentum in revenue and earnings growth. DEA trades at less than 8x forward FFO and offers a well-covered 7%+ dividend yield, appealing to income-focused investors with higher risk tolerance. Balance sheet deleveraging toward a 6.0x–6.75x leverage target and successful execution of the $1.5 billion acquisition pipeline are key to future price appreciation.

Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss Fed Chairman Kevin Warsh's upcoming keynote speech at the Jackson Hole Economic Symposium, state of the economy, the Fed's interest rate outlook, and more.

U.S. retailers, manufacturers and small businesses are paying hefty fuel surcharges to ship their goods, not only as the U.S.-Israeli war on Iran boosts fuel costs but also as some shippers profit from the fees.

Treasury yields rose on ahead of the Fed Chair's speech, while 10-year Bund yields increased to a 15-year high as eurozone bonds remained vulnerable to elevated energy prices.

Oil supply has been rising out of the Gulf, but strategists at RBC Capital Markets warn of a lot more hurdles facing the market.

Dividend Aristocrats, tracked via NOBL, delivered a 12.9% YTD return, closely trailing SPY's 13.68%, with 29 Aristocrats outperforming SPY in 2026. Top 2026 performers include TGT (+73.04%), NUE (+55.64%), and BEN (+49.25%), highlighting strong sectoral momentum among select Aristocrats. Six Aristocrats announced dividend increases in the past month, pushing the group's average 2026 dividend growth rate to 4.30%, up from 4.10% last month.

US stocks and Treasuries drifted ahead of Federal Reserve Chair Kevin Warsh's address at Jackson Hole, with traders looking for clarity on his economic outlook and strategy for bringing inflation back to target. Warsh's address, scheduled for 10 a.m.

QatarEnergy has notified Italian utility Edison , one of its biggest customers in Europe, that it has extended the force majeure suspension period on liquefied natural gas (LNG) deliveries until early November.

International Bancshares Corporation exhibits steady growth, robust asset quality, and a diversified financial structure beyond traditional banking. IBOC trades at a relative discount to peers, with a P/E of 10.9 and low price-to-book multiples, though not an outright value play. Return on assets stands at 2.43%, more than double the 1% minimum threshold and well above peer banks, underscoring asset quality strength.
Markets await U.S. Federal Reserve Chairman Kevin Warsh's debut keynote speech at the Jackon Hole Symposium later today. We hear from Cleveland and Kansas City Fed presidents Jeff Schmid and Beth Hammack about their concerns regarding U.S. consumer inflation and the interest rate path.
Amprius Technologies is capitalizing on surging drone battery demand, delivering 125.7% YoY revenue growth and improved gross margins. AMPX raised 2026 revenue guidance to at least $140 million and targets $600 million revenue, 30% gross margin, and 20% EBITDA by 2030. Operating leverage is emerging, with EBITDA break-even expected imminently and a strong $74.5 million cash position supporting growth.

Treasury yields were little changed

Fed chief to address Jackson Hole at 10 a.m. ET; Brent climbs 2%