Business
Companies, earnings, deals and capital allocation: how corporate balance sheets are responding to rates and tariffs.
Seven stocks, almost a third of the market
Index weight concentration as systemic risk
Black Friday: Retailers finally have the right amount of stock
Lean stock restores margin
The Treasury needs more money, and companies will feel it
Treasury duration supply raises IG cost
Prime Day: What Amazon's discounts say about inflation
Discounting confirms goods deflation
Banks passed the stress test. Now comes the real test
Endgame RWA inflation vs buyback capacity
Memorial Day: The debt deal is done. Now comes the bill
Ceiling resolution reprices bills
Office towers face a $1.5trn refinancing problem
Refinancing at higher cap rates impairs equity
First Republic's final quarter: $100bn walks out the door
Outflows without par buyer force resolution
The real cost of the banking crisis: customers want interest
Non-interest deposits migrate to paid accounts
Why Credit Suisse bondholders lost everything before shareholders
Write-down ahead of equity breaks capital stack
Super Bowl: $7m for 30 seconds, and what it says about confidence
Ad spend as confidence gauge
The debt bill companies have pushed to 2024
Closed HY market pushes refinancing into 2024–25
Retailers ordered for a boom that never came
Markdowns convert inventory glut into margin loss
Singles' Day: Alibaba stops showing its numbers
Disclosure silence signals weak consumer
Meta's spending spree just cost it a quarter of its value
Capex guide without revenue path crushes multiple
Rich on paper, short of cash: the pension paradox
DB schemes liquidate illiquid assets to meet margin
