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02Senate Committee Advances Trump's CDC Nominee Erica Schwartz 03Florida GOP Reps Back Challenger Against Colleague Mills 04Tucson Bystanders Stop Robbery, Help Police Arrest Man Who Attacked 70-Year-Old 05House GOP Majority in Danger as Trump Approval Sags 100 Days Out

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02Uber's $10 Billion Robotaxi Bet Tests Capital Discipline Against Weak Profit Outlook 03Grab Raises Full-Year Outlook After Operating Profit Jumps 186 Percent on AI Gains 04China Uses Apple Supplier Hack to Argue Against India Supply Chain Shift 05AI Chip Makers Fund Substrate Factories Directly as Supply Gap Widens

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49ers Sign Veteran WR Hodge, Pass Rusher Okoronkwo

02Dodgers Win Back-to-Back World Series as Championship Repeats Grow Rarer 03Parsons, Warner Among NFL's Top Defenders on 2026 Player Rankings 04Kyrie Irving Targets October Return as Mavericks Dismiss Trade Talk 05Rodgers, Cunningham and Clark Face Backlash for Speech and Silence

ResearchAll

BC Partners Credit Arm Leads $250 Million LIV Golf Loan After PIF Pulls Direct Backing

02Private Job Growth Hits Six-Month Low as Hiring Deceleration Deepens 03AI Rally Masks Market Bifurcation and Escalating Risks 04Glencore's H1 EBITDA Surges 86 Percent on Copper Rally and Trading Desk Arbitrage 05India's Inflation Cushion Is Thinner Than Official Data Shows

The Breakdown

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The Breakdown

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U.S. Equities

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Hormuz Shipping Deal Lifts Geopolitical Risk Premium for U.S. Energy Stocks

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Iran and Oman agreed to a new Strait of Hormuz shipping route as Tehran warned against U.S. interference, raising the risk premium embedded in crude prices.

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Treasury Holds Note and Bond Auction Sizes Steady Through 2027

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Treasury Holds Note and Bond Auction Sizes Steady Through 2027

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Editor’s ReadAugust 4, 2026

U.S. Treasury Buys Yen in Joint Intervention With Japan, First in 30 Years

President Trump confirmed the U.S. Treasury purchased between $5 billion and $10 billion in Japanese yen in a coordinated move with Japan's finance ministry to counter yen weakness.

“The United States and Japan executed a coordinated intervention in foreign exchange markets last week, with the U.S. Treasury purchasing Japanese yen to stabilize the rapidly weakening currency. Pres”

David GokhshteinAugust 4, 20263 min read

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