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energy, macro and geopolitical news for traders, with market context and links to the original sources.

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macro

Hammack says current US rates remain modest historically

Cleveland Fed President Beth Hammack said Treasury yields now resemble 1990s levels, while mortgage rates above 7% may reflect a healthier backdrop.

US Treasuries10-year Treasury noteUS mortgage rates
macro

Bank earnings and bond yields put stock-market rally to the test

Barron's says bank results and Treasury yields may determine whether stocks extend their gains or face a late-year correction after a strong October.

S&P 500Nasdaq CompositeU.S. Treasuries10-year Treasury yield30-year Treasury yieldJPMorgan Chase
energy

Cypherpunk sees $10,000 Zcash potential as mining yields surge

Cypherpunk says Zcash mining generates about $1,000 per MWh, roughly four times Bitcoin mining and AI hosting, while hardware supply remains limited.

Zcash (ZEC)Bitcoin (BTC)Cypherpunk Technologies (CYPH)Bitmine Immersion (BMNR)Ethereum (ETH)TSMC
macro

LBV seeks Sanderson Design Group shareholder meeting

LBV Asset Management requested a Sanderson Design Group meeting and urged shareholders to support two resolutions concerning changes to the board’s composition.

Sanderson Design GroupSDG
macro

Citi names six industrial stocks ahead of earnings season

Citi analyst Andrew Kaplowitz favors six industrial stocks before quarterly results, including Vertiv, Eaton and Dover, despite inflation and rate risks.

VertivDoverParker-HannifinEmerson ElectricTrane TechnologiesEaton
macro

JPMorgan expected to post higher third-quarter revenue, profit

JPMorgan shares rose 0.4% before its report. Analysts expect adjusted EPS of $5.90 and revenue of $51.22 billion, both above year-ago levels.

JPMorgan ChaseDow Jones Industrial AverageS&P 500 Banks IndexS&P 500 Financial Services Index
macro

US bank earnings set to dominate Tuesday market focus

Major US banks will report third-quarter results, with investors watching lending, M&A and IPO commentary alongside a busy UK corporate calendar.

JPMorgan ChaseGoldman SachsMorgan StanleyCitigroupBank of AmericaUS financial sector

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