Crude Slides Below $80 Ahead of OPEC+ September Output Decision
Markets bet Trump's cancellation ends the war, but the physical energy chain through Hormuz still hasn't cleared.
Hendrik Van Der Berg
Bureau: Brussels
Saudi Stocks Drop 5% as War Premium Fades on De-Escalation Bets
Saudi markets sold off before the announcement landed — the war-premium unwind is a forward bet, not a confirmed deal.
Bond Yields Surge on First Full Trading Day After Fed's War-Inflation Hold
The bond market delivered its verdict on the Fed's fractured hold — yields surged because patience now has a price.
Megacap Earnings Split on Guidance as Sell Side Recalibrates
The megacap wave's real signal was the guidance split — the AI basket is dead, and stock-picking is back.