Today's Post - https://bahnsen.co/4jNrsk2 David L. Bahnsen previews a fuller recap of portfolio-manager meetings next week and focuses this episode on the recent rise in long-term Treasury yields, especially the 10-year. He argues the 75-basis-point jump is not credibly explained ...Show more
Thursday - October 8, 2026
Brian Szytel records shortly before the close on October 8, noting a modest down day with the Dow and S&P off about a third of a percent and the Nasdaq down about two-thirds, as value holds up better than growth amid sharply higher oil (WTI around $92, Brent around $106) and slig ...Show more
In this Christmas Day special edition of Bloomberg Daybreak with Nathan Hager: Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses what the Fed will do in 2025. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets and Cameron Dawson, the Chief Investmen ...Show more
Silicon Valley Takes on Defense Industry's Old Guard, Rumble Stock Nearly Doubles on Tether Investment