News•Feb 12, 2026
Surge in ANZ, CBA Helps Drive ASX Higher; AMP, Temple & Webster Tumble
Australian equities rose 0.3% to 9,043.5 as a surge in bank stocks lifted the S&P/ASX 200. ANZ Bank reported a $1.9 bn profit for the December quarter, sending its shares up 8.5% and sparking gains across Commonwealth, Westpac and NAB. In contrast, wealth manager AMP posted a full‑year profit of $133 m, causing its shares to tumble 26.6%, while online retailer Temple & Webster saw revenue rise but its stock fell 32.6% after missing earnings targets. Energy miners and precious‑metal producers also posted solid gains, offset by a slump in CSL and mixed tech performance.
By Sydney Morning Herald – Business
News•Feb 12, 2026
What Is the Video Gaming and Esports Industry?>
The global video gaming market is projected to reach $188.8 billion by 2025, serving an audience of roughly 3.6 billion players. Business models have shifted from one‑time purchases to ongoing in‑game spending, extending revenue lifecycles. Esports adds a spectator dimension, generating sponsorships,...
By VanEck – Insights
News•Feb 12, 2026
VanEck’s Top 10 Income ETFs Ranked by ETF Yields>
VanEck released a ranking of its ten income‑focused ETFs based on the 30‑day SEC yield as of February 5, 2026. The VanEck Mortgage REIT Income ETF (MORT) leads with a 12.27% yield, followed by the BDC Income ETF (BIZD) at 9.05%. The...
By VanEck – Insights
Podcast•Feb 12, 2026•36 min
A Geopolitical State of Emergency?
The episode examines escalating geopolitical risks to Europe’s energy security, focusing on rising US‑Iran tensions, Russia’s renewed attacks on Ukrainian energy assets, and shifting US interest in Greenland. Experts from Eurasia Group, Aurora Energy Research, and Montel analyze how these...
By Plugged In: the energy news podcast
Social•Feb 12, 2026
Europe’s LNG Hunger Redirects Chinese Shipments to Europe
LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* ⚠️ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the world’s largest LNG Buyer) Europe's LNG imports have surged...
By Stephen Stapczynski
Social•Feb 12, 2026
D.R. Horton Offers 3.99% Mortgage, $15K Closing Aid
Housing affordability is so strained that America's largest homebuilder D.R. Horton is advertising 3.99% mortgage rate buydown + $15,000 toward closing costs in Northeast Florida right now
By Lance Lambert
Podcast•Feb 12, 2026•21 min
Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
By Your Money with Michelle Martin (MONEY FM 89.3)
Social•Feb 12, 2026
LG Electronics IPO Plummets: Profit Falls 61%
LG Electronic - IPO Stock : Bad News Profit Slumps 61% 🚨 Net Profit slumps 61.6% to Rs 89.6 crore Vs Rs 233 crore Revenue down 6.4% to Rs 4,114 crore Vs Rs 4,396 crore EBITDA slumps 42.4% to Rs 196 crore Vs...
By Champ Trader
Social•Feb 12, 2026
Japan's Next‑month Heat Ends Winter, Gas Bulls Retreat
Pack it up, gas bulls. Winter is over Japan's temperature outlook for the next month 👇 https://t.co/0NTPCXmGD1
By Stephen Stapczynski
Blog•Feb 12, 2026
The Full Spectrum of European Alternative Fixed Income
Chenavari Investment Managers hit a $6 billion assets‑under‑management milestone in September 2025, eighteen years after its 2008 launch. The firm offers a full‑spectrum alternative fixed‑income platform, ranging from daily‑liquidity UCITS funds to semi‑liquid hybrid vehicles, listed credit trusts, CLO issuance and private‑credit...
By The Hedge Fund Journal – Articles
Social•Feb 12, 2026
Moatless Capital Goes Bullish on Pop Mart HK
Moatless Capital is bullish Pop Mart 9992 HK. Let's see how that works out for him. https://t.co/Uvnbb3EgKB
By Michael Fritzell
Social•Feb 12, 2026
Electric Cars Make up 3.5% of Jan Sales
🇮🇳About 3.5% of total passenger cars sold in January 2026 in India were electric (these are actual cars and do not include two- and three-wheelers).
By Anas Alhajji
News•Feb 12, 2026
Green Financing of Airports – Swedavia’s New Framework Casts Light on Global Developments
Swedavia, Sweden’s state‑owned airport operator, unveiled a green‑bond framework to fund airport infrastructure through public‑private partnerships. The model ties financing to ESG criteria, requiring projects such as terminals, car parks and people movers to meet strict environmental standards, often incorporating...
By CAPA – Centre for Aviation
Social•Feb 12, 2026
Insiders Buy Jollibee Shares After Spin‑off Plan
From yesterday's post: insider buying in Philippine fast-food restaurant chain Jollibee, right after it announced that it would spin off its international operations on a US exchange in late 2027. https://t.co/qaFLrM4ucT
By Michael Fritzell
Social•Feb 12, 2026
USDCNH and USDHKD Show Strong Inverse Correlation
The correlation between the USDCNH and USDHKD is the most intense and consistent inverted I've seen since the former (theoretically) 'floated'. What's going on there? https://t.co/KsfLfKWwTf
By John Kicklighter
News•Feb 12, 2026
Housing Market in England and Wales ‘Showing Tentative Signs of Recovery’
The Royal Institution of Chartered Surveyors (Rics) reported tentative signs of recovery in England and Wales' housing market after a prolonged slowdown linked to budget uncertainty and economic pressure. In January, the Rics optimism index rose to +35% for expected...
By The Guardian – Property
Social•Feb 12, 2026
Equal‑Weight S&P Leads S&P 500, Biggest Gap Since 1992
The S&P 500 Equal Weight Index is outperforming the S&P 500 this year by the largest margin since **1992** (YTD) --Dow Jones Market Data https://t.co/6EV9smAqNP
By Gunjan Banerji
Blog•Feb 11, 2026
Lingering Storm Impact Still Visible in Latest US Weekly Oil Figures
The episode examines the latest U.S. weekly oil inventory data, highlighting how the lingering effects of a recent storm continue to distort supply figures. Analysts discuss the discrepancy between reported crude builds and actual market conditions, noting that refinery outages...
By Anas Alhajji (Energy Outlook Advisors)
Blog•Feb 11, 2026
TMTB EOD Wrap
The episode reviews a rough day for tech stocks, with the QQQ index up modestly while most internet and software names slump amid an accelerating AI narrative. Host Citrini describes an "AI Disruption Discount" hitting vertical SaaS, ad platforms, and...
By TMT Breakout
Social•Feb 11, 2026
Refineries Drowning in Silver Scrap, Bearish Outlook
Why @BergMilton is bearish silver: refineries are OVERWHELMED with silver scrap, EVEN MORE than in 2011 (prior speculative peak). Well sourced from "largest smelter in New York" Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi https://t.co/ng04tObLMG
By Jack Farley
News•Feb 11, 2026
U.S. Warns Peru Is ‘Losing Sovereignty’ Over Chinese-Owned Chancay Port
The U.S. State Department warned that Peru is losing sovereignty over the Chinese‑owned Chancay port after a local judge ruled the facility exempt from state regulator oversight. The $1.3 billion port, built by Cosco Shipping Ports and inaugurated by President Xi...
By gCaptain
Social•Feb 11, 2026
Argentine Peso Rallies, USDARS Breaks 100‑Day SMA Streak
In case you haven't been keeping tabs, the Argentine Peso has been gaining some traction recently. $USDARS has taken out some recent support and ended a 1,689 (trading) day streak above the 100-day SMA https://t.co/Vq0kH5UKHg
By John Kicklighter
Blog•Feb 11, 2026
More Canes Than Cribs: Toronto Population Falls, More Seniors Than Kids
Statistics Canada reports that the Toronto CMA’s population slipped to 7.11 million in 2025, marking the region’s first post‑pandemic decline. The working‑age cohort (15‑64) contracted by 0.85%, shedding 42.5 k workers, while the senior segment (65+) rose to 1.18 million, now outnumbering children....
By Better Dwelling
News•Feb 11, 2026
Capital Shift: Office-To-Residential Conversions Accelerate In The DMV
Office‑to‑residential conversions are rapidly reshaping the DMV, with more than 6,500 residential units now in the pipeline. The region needs roughly 320,000 housing units by 2030, leaving a shortfall of about 100,000 units that obsolete office space can help fill....
By Bisnow
Social•Feb 11, 2026
2026 Poised for Mining Breakout as Silver Strengthens
Gold stocks ripped in 2025… and the crowd still isn’t here yet. That’s the setup. In my @CSE_News TV chat, I break down why 2026 could be when developers + explorers finally get their moment—and why silver strength matters. Watch: https://t.co/NwTnRuwApf https://t.co/LU31dyl7sv
By Jeff Clark
News•Feb 11, 2026
Munis Mixed, UST Yields Rise Post-Jobs Report
Municipal bond prices were mixed on Wednesday as U.S. Treasury yields climbed following a stronger‑than‑expected jobs report, prompting market participants to reassess the timing of the Federal Reserve’s next rate cut. The two‑year muni‑UST spread slipped to 59% while longer‑dated...
By The Bond Buyer (municipal finance)
News•Feb 11, 2026
Ray-Ban Maker EssilorLuxottica Says It More than Tripled Meta AI Glasses Sales in 2025
EssilorLuxottica reported that it sold more than 7 million Meta‑powered AI glasses in 2025, more than tripling the combined 2023‑24 volume of 2 million units. The sales surge spans its flagship Ray‑Ban line and the newer Oakley smart‑glasses, driven by a $799...
By CNBC Earnings
News•Feb 11, 2026
Shopify Stock Drops Despite Revenue Beat, $2 Billion Buyback
Shopify reported fourth‑quarter revenue of $3.67 billion, topping forecasts, but earnings per share fell short at 48 cents versus the 51‑cent consensus. The company projected first‑quarter revenue growth in the low‑30% range and a free‑cash‑flow margin in the low‑to‑mid teens, slightly below...
By CNBC Earnings
Social•Feb 11, 2026
NFP Beat Trims Fed Rate Cut Expectations by 8‑12bps
In the wake of this morning's NFPs beat and downtick in the unemployment, Fed Funds futures have shaved off ~8bps worth of expected cuts through 2026 - was as much as 12bps. Someone is going to be surprised if this continues:...
By John Kicklighter
Blog•Feb 11, 2026
Stunning Resilience
The 10‑year Treasury yield slipped 8 basis points after a trio of surprisingly strong labor‑market releases, settling just below the 4.20% technical barrier. January’s payrolls added 130,000 jobs, far exceeding the 70,000 forecast, while the unemployment rate fell to 4.3%...
By Mortgage News Daily – MBS Live Commentary
Blog•Feb 11, 2026
Fourth Quarter 2025 Las Vegas Industrial Market Report
Las Vegas’s industrial inventory reached 198.3 million square feet in Q4 2025, a 4.5% year‑over‑year increase. Under‑construction space fell sharply to 5.4 million square feet, down 38% from the prior year. The quarter saw 37 transactions totaling $213.9 million, with an average...
By The Broker List – Blog
News•Feb 11, 2026
Buy on the Dip Prospects: February 11 Edition
The February 11 edition spotlights ETFs that meet a dual‑criteria “buy on the dip” framework. Each fund is in a confirmed uptrend, with its 50‑day moving average above the 200‑day moving average, while currently trading beneath its five‑day moving average, indicating...
By ETF Database (VettaFi)
News•Feb 11, 2026
OGJ Crack Spread
The Oil & Gas Journal (OGJ) offers a daily OGJ Crack Spread metric that quantifies the margin between crude oil input costs and refined product sales. This spread serves as a real‑time gauge of refinery profitability and market tightness. OGJ’s...
By Oil & Gas Journal – General Interest
Social•Feb 11, 2026
Nvidia Chips Generate $8‑10 Economic Ripple per Dollar
"When I look out over the next two, three years, a ripple effect for every dollar spent on $NVDA chips, there's an $8-10 multiplier across software and infrastructure" 🎙️ @DivesTech joins Dan on the latest Okay, Computer. https://t.co/kyBad40Wln
By Dan Nathan
News•Feb 11, 2026
American Dream Bonds Tumble
Municipal bonds financing New Jersey's American Dream megamall slumped nearly 18% after bondholders sued over a contested property assessment. The 7% PILOT bonds due 2050 traded at 78 cents, the lowest price since issuance in 2017, while similar 6.75% bonds...
By The Bond Buyer (municipal finance)
Social•Feb 11, 2026
December Corn Down 3%, November Soy up 4%
🇺🇸After 8 of 19 February trading sessions, December corn is averaging 3% below last year's U.S. insurance price and November soybeans are averaging 4% higher. https://t.co/hSmhgukFMi
By Karen Braun
Social•Feb 11, 2026
USD/JPY Suffers Biggest Weekly Loss Since 2024
Japanese Yen Short-term Outlook: USD/JPY Faces Largest Weekly Loss Since 2024– Key Support in Focus https://t.co/HjgrEM3kjP $USDJPY Daily & 240min Charts https://t.co/nQQ6innM0G
By Michael Boutros
Podcast•Feb 11, 2026•8 min
Fertilizer Matters EP42: China’s Green Ammonia Expansion
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
By Metals Movers (Argus series within Argus Media feed)
Social•Feb 11, 2026
Forecasting Trends, NAV Squeeze Mechanics, Active ETF Surge
🆓 Wednesday links: focusing on forecasting, how NAV squeezing works, and the rise of the active ETF. https://t.co/bgzuhBy1Uq image: https://t.co/JRCEGjVQN2 https://t.co/PSs8BSV9vG
By Tadas Viskanta
News•Feb 11, 2026
Crude Imports by Country of Origin
The Oil & Gas Journal released a data set detailing U.S. crude oil imports broken down by country of origin. The report highlights the top supplying nations, shifts in import volumes over the past year, and emerging trends such as...
By Oil & Gas Journal – General Interest
Social•Feb 11, 2026
Tech Peaks; Next Moves Mapped in 10 Charts
Off-Topic ChartStorm - Tech Stocks Tech has topped, what's next? Here's 10 charts outlining the situation and thoughts on the risks + opportunities: https://t.co/WKltkF9gOt https://t.co/k0pxNxZedy
By Callum Thomas
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News•Feb 11, 2026
What To Expect From Friday's Report On Inflation
Economists expect the January Consumer Price Index to rise 2.5% year‑over‑year, a dip from December’s 2.7% and the lowest headline inflation since May 2021. Core CPI, which strips out food and energy, is also projected at 2.5%, matching the lowest...
By Investopedia — Economics
News•Feb 11, 2026
Lower Unemployment Rate Supports Longer Pause for Fed
January’s jobs report showed 130,000 new positions, nearly double expectations, and a unemployment rate drop to 4.3%, down from 4.5% in January. The stronger labor market has pushed back market expectations for the Federal Reserve’s next rate cut from June...
By The New York Times — Economy
Social•Feb 11, 2026
EU Debt Issuance
If the EU were only able to issue its own debt, imagine the possibilities… Yeah, imagine if you gave EU bureaucrats the power to spend an astronomical amount in addition to its power to regulate https://t.co/KAqbSOG71R
By Axel Merk
Social•Feb 11, 2026
January Outages Cut 3 Million Barrels Daily, 18‑month High
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
By Javier Blas
Blog•Feb 11, 2026
Infographics: Key Rates & Spreads In the Modern Repo Market
The episode breaks down the modern repo market by illustrating how overnight rates and dealer spreads vary across different repo segments—triparty, GCF, DVP, and NCCBR. It explains that dealers profit by maintaining a positive spread between the cost of borrowing...
By Conks – global monetary mechanics
Blog•Feb 11, 2026
HCC Q4 2025 Earnings Outlook
The episode examines Warrior Coal Company's Q4 2025 earnings outlook, emphasizing the stable performance of its legacy mines and the growing influence of the Blue Creek operation. It highlights the uncertainty around Blue Creek's steady‑state production as it gains market...
By The Coal Trader
Social•Feb 11, 2026
Yen Carry Trade Holds; USD Weakens, Markets Rise
Yen Carry Trade Is Not Unwinding Like You Think $USDJPY $FXY $QQQ $DXY Japan & China’s pressure on Treasury sales are weakening the USD, supporting equities + metals overall, without triggering a disruptive yen carry trade unwind. https://t.co/m6Mu3FpuRf
By Samantha LaDuc
News•Feb 11, 2026
This TSX Gold Producer Tipped as Top M&A Target in Scorching Metals Market
A TD Cowen survey of 58 institutional investors and mining executives identified Toronto‑listed Iamgold Corp. as the leading M&A candidate for 2026, with 20 % of respondents flagging the company. The poll also showed near‑universal expectations of heightened gold and silver...
By Financial Post – Commodities
Podcast•Feb 11, 2026•26 min
Surviving the Refinance Wall: Lessons From an $8B Portfolio with Sarah Esler, Managing Director of Mortgage Investments at AIMCo
In this episode, Sarah Esler, Managing Director of Mortgage Investments at AIMCo, walks listeners through the dynamics of an $8 billion institutional mortgage portfolio spanning Canada, the U.S., and Western Europe. She explains how pension‑backed capital is coping with historic spread...
By Commercial Real Estate Podcast (First National)