The Dissent That Moved the Bond Market
A 9-3 FOMC vote just repriced September and exposed every rate-sensitive corner of the market.
July 31, 2026
The $64B Unlock Nobody Is Watching
July 31, 2026 The $64B Unlock Nobody Is Watching A July 1 capital rule shift...
Manhattan Associates Just Jumped 22%. The Question Comes Next.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is no longer free.