German Army to Start Training With New Attack Drones Next Month

Oct 2, 2026 | Markets

German defense startups Helsing and Stark Defence are on track with the development of attack drones, including plans to start training Germany’s army on the equipment in November, according to the government. “Both systems have achieved a comparable level of...

Don’t Be Fooled. Treasuries Aren’t Cheap Yet

Oct 1, 2026 | Markets

Treasuries might look cheap against stocks, GDP and the global cycle, but on their own historical terms they have more to fall before they become oversold and ready for a durable bounce. The counter-rally in Treasuries has yet to come, with 10-year yields as high as...

Carlyle Warns Private Credit AI Push Runs Concentration Risk

Oct 1, 2026 | Markets, Private Credit

Private credit firms rushing to finance the artificial intelligence buildout risk encountering the same concentration problems that have plagued lenders exposed to software companies, according to Carlyle Group Inc. The industry may need to provide roughly $1 trillion...

Citadel Securities’ Rubner Sees Retail Cash Reloading on Stocks

Oct 1, 2026 | Markets

Retail investors are poised to pile back into US stocks this month after a sharp cooldown in September, Citadel Securities’ head of equity and equity derivatives strategy Scott Rubner said. While October could still be volatile, the month offers a better entry point...

Bond Veteran Jim Bianco Turns Bullish for First Time Since 2020

Sep 28, 2026 | Markets

Jim Bianco, a Wall Street veteran and longtime market watcher, is turning bullish on US Treasuries for the first time in six years after benchmark yields surged to two-decade highs, creating an enticing entry point. “This is a value play,” said Bianco, president and...