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Six straight down weeks for bank stocks is a streak the market has not seen since 2008, and an 11% slide in that window says credit worries are no longer confined to one lender.

Large US bank stocks are under historic pressure: The KBW Bank Index has dropped for 6 consecutive weeks, its longest streak since the 2008 Financial Crisis. This also marks its 3rd-longest streak this century. Over this span, the index has fallen -11%, to its lowest level https://t.co/Wjb9fV8I7m
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Prediction traders now put 70% odds on an Anthropic listing before year end, which would be the first pure-play frontier AI lab public investors can actually own.

BREAKING: Anthropic says "AI could push US GDP to $44 trillion by 2030" 70% chance of IPO this year https://t.co/gireTjrudk
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Energy is carrying the entire commodity complex, with heating oil up 127% over the past year while gold, lumber and coffee all sit in the red. That split is a direct feed into next year's inflation prints and refiner margins.

Commodity prices over last year... Heating Oil: +127% Brent Crude +80% Gasoline: +79% WTI Crude: +77% Copper: +32% Sugar: +32% Wheat: +31% Cotton: +26% Soybeans: +25% Corn: +12% Aluminum: +8% Natural Gas: +7% Silver: +5% Gold: -4% Live Cattle: -8% Lumber: -15% Coffee: -23%
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Net interest alone now runs $1.36 trillion a year, forcing more Treasury supply onto a market already struggling to absorb it. Holders of duration and rate-sensitive equities should keep an eye on the next auctions.

JUST IN: US deficit hits $1.99T in FY2026, up 12% • Spending $7.4T, up 6% • Net interest $1.36T, up 12% • Largest deficit since 2021 https://t.co/2yInULM2eL
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Record quarterly spending on robots and AI compute means free cash flow gets squeezed before any of it shows up in revenue, so the capex line is the number to check at the next earnings report.

Tesla’s, $TSLA, quarterly capex is set to hit a record on its physical-AI push. https://t.co/g5k5H60sxT
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