US stocks
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Calmer stocks and oil make earnings the next trading test
U.S. stocks and oil steadied on July 10, shifting attention from immediate war-risk hedges toward earnings, rates, and summer liquidity.
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US stock rebound shows why traders should watch oil and Treasury yields together
The July 9 rebound in major U.S. indexes came as oil backed off and Treasury yields eased, turning a geopolitical shock into a cross-asset signal.
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Nuclear Fuel Is Becoming The Real Bottleneck Trade
Urenco’s U.S. expansion, Japan’s record HALEU shipment, and Seoul’s new nuclear task force suggest traders should watch fuel-cycle bottlenecks more closely than reactor marketing decks.