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Equities, macro data, rates, earnings, and risk-off vs. risk-on sentiment — filtered to the headlines that change positioning.

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market3h ago3 sources
Alphabet’s sharp sell-off is exposing investors’ unease over AI spending and future returns. The shock is rippling through tech stocks, raising broader questions about market resilience.
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market43m ago
Polaris is putting cash returns in focus as investors weigh the payout against the company’s broader outlook. The dividend could signal confidence, but market expectations may shape its impact.
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market45m ago
In its latest precious metals report, Metals Focus said silver's underperformance has pushed the gold-silver ratio above 76 for the first time since December, up from 60-70 through much of the summer, and while the ratio remains below it…
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