Breaking research
2 ideas from this batch
Published 2026-07-23T23:05:20.822274Z
Ideas in this batch
Europe's central bank is keeping rates high — short European bonds as yields climb
When a central bank explicitly leaves the door open for more rate hikes, the bonds most sensitive to those decisions — shorter-dated European government bonds — tend to sell off as investors demand higher yields. The ECB's stance means new
Google Cloud customers are spending 50% more than promised — buy the dip while Wall Street panics
The market is dumping Google shares over concerns about heavy spending, but buried in the report is a massive positive: existing cloud customers are spending 50% more than they promised. That means Google's revenue pipeline is locked in and