Key Points VR Adviser, LLC added 1,000,000 shares of Spyre Therapeutics; estimated trade size is $25.78 million (based on quarterly average pricing). The quarter-end value of the position increased by $75.73 million, reflecting both trading activity and share price appreciation. Spyre Therapeutics stake now represents 5.96% of VR Adviser’s reportable AUM. The fund now holds 3,685,448 shares in Spy...
Key Points VR Adviser, LLC added 1,000,000 shares of Spyre Therapeutics; estimated trade size is $25.78 million (based on quarterly average pricing). The quarter-end value of the position increased by $75.73 million, reflecting both trading activity and share price appreciation. Spyre Therapeutics stake now represents 5.96% of VR Adviser’s reportable AUM. The fund now holds 3,685,448 shares in Spyre Therapeutics, valued at $120.74 million as of December 31, 2025. Spyre Therapeutics remains a significant holding within a 27-position U.S. equity portfolio. 10 stocks we like better than Spyre Therapeutics › On February 17, 2026, VR Adviser, LLC disclosed a buy of 1,000,000 shares in Spyre Therapeutics (NASDAQ:SYRE), an estimated $25.78 million trade based on quarterly average pricing. VR Adviser, LLC added 1,000,000 shares of Spyre Therapeutics; the estimated trade size is $25.78 million (based on quarterly average pricing). The quarter-end value of the position increased by $75.73 million, reflecting both trading activity and share price appreciation. Spyre Therapeutics stake now represents 5.96% of VR Adviser’s reportable AUM. The fund now holds 3,685,448 shares in Spyre Therapeutics, valued at $120.74 million as of December 31, 2025. Spyre Therapeutics remains a significant holding within a 27-position U.S. equity portfolio. What happened According to a U.S. Securities and Exchange Commission (SEC) filing dated February 17, 2026, VR Adviser, LLC increased its position in Spyre Therapeutics by 1,000,000 shares during the fourth quarter. The estimated transaction value is $25.78 million, calculated using the average closing price over the quarter. The quarter-end value of the holding rose by $75.73 million, a figure that includes both share purchases and price appreciation. What else to know VR Adviser, LLC’s move was a buy; the position now accounts for 5.96% of the fund’s reportable U.S. equity assets. Top holdings after the filing: NASDAQ:APGE: $641.08 million (31....
The Bank of Japan (BOJ) headquarters is seen beyond the cherry blossoms in Tokyo on March 20, 2023. Kazuhiro Nogi | Afp | Getty Images The Bank of Japan kept its rates steady at 0.75% as expected, but noted that inflation risks now are tilted to the upside due to the Iran war. In its statement, the BOJ said that the decision was split, with eight members of the nine-member board voting in favor of...
The Bank of Japan (BOJ) headquarters is seen beyond the cherry blossoms in Tokyo on March 20, 2023. Kazuhiro Nogi | Afp | Getty Images The Bank of Japan kept its rates steady at 0.75% as expected, but noted that inflation risks now are tilted to the upside due to the Iran war. In its statement, the BOJ said that the decision was split, with eight members of the nine-member board voting in favor of a hold. In its statement, the BOJ said that while inflation is expected to temporarily decelerate below 2% in the near term, the conflict in the Middle East will exert "upward pressure, affected by the recent rise in crude oil prices." The decision comes as Tokyo grapples with the fallout from the Iran conflict, which has pushed up energy prices. The country gets about 95% of its energy imports from the Middle East. Japan has released crude stockpiles, while Prime Minister Sanae Takaichi pledged to keep retail gasoline prices "in check" at a nationwide average of about 170 yen per liter. Analysts from Dutch bank ING wrote in a note last Friday that "It will be important to examine closely how the BOJ evaluates the economic fallout from the Middle East conflict and the results of the spring wage negotiations. These factors will influence whether a rate hike occurs in April or June." The central bank closely monitors the spring wage negotiations, also known as "shunto" talks, which involve Japan's labor federations and the country's biggest firms. After years of stagnant wages, these talks are crucial to sustainably achieving the BOJ's 2% inflation target. Inflation in Japan currently stands at 1.5% as of January, the first time headline inflation has fallen below the 2% target after 45 straight months of surpassing it. On Wednesday, Japanese media reported that many large companies had fully accepted their unions' pay-hike demands, which would mark the third year in a row that pay hikes have exceeded 5%. Nikkei reported this was the first such streak since 1989-1991, and th...
The yen held onto gains after the Bank of Japan kept its benchmark rate unchanged amid an escalating war in Iran. Japan’s currency was up 0.1% to 159.64 against the dollar. All 51 economists surveyed by Bloomberg had expected the decision. The conflict in Iran has pushed up crude oil prices, adding pressure to inflation in Japan, which is heavily dependent on Middle Eastern petroleum. The yen had ...
The yen held onto gains after the Bank of Japan kept its benchmark rate unchanged amid an escalating war in Iran. Japan’s currency was up 0.1% to 159.64 against the dollar. All 51 economists surveyed by Bloomberg had expected the decision. The conflict in Iran has pushed up crude oil prices, adding pressure to inflation in Japan, which is heavily dependent on Middle Eastern petroleum. The yen had weakened overnight after Federal Reserve Chair Jerome Powell said the US central bank won’t cut interest rates again until inflation resumes cooling. The BOJ is still on track to raise rates, with the possibility of a move in April not ruled out, according to people familiar with the matter. Focus will shift to Governor Kazuo Ueda’s press conference at 3:30 p.m. local time for any hints on the timing of the next move. The currency’s recent slide has prompted warnings from Japanese officials, with Finance Minister Satsuki Katayama saying that authorities are fully prepared to take action if needed at any time. Still, strategists see a high threshold for intervention as elevated oil prices and resilient US data have pushed the dollar higher on fundamental grounds, potentially making it harder for authorities to justify stepping in. Prime Minister Sanae Takaichi’s resounding election victory last month briefly supported the yen, but the currency has come under renewed pressure since then following media reports that she is wary of further interest-rate hikes and her nomination of two dovish BOJ board members. Investors will also be paying attention to Takaichi’s summit with US President Donald Trump this week.
Union Bancaire Privée has made the Chinese yuan one of its strongest bets, expecting the currency to keep rising against the dollar over the next decade due to improving fundamentals and policy reforms. In a March report, the Swiss private bank raised its conviction on yuan appreciation against the dollar to the highest level, matching its bullish stance on gold. UBP , which manages over CHF150 bi...
Union Bancaire Privée has made the Chinese yuan one of its strongest bets, expecting the currency to keep rising against the dollar over the next decade due to improving fundamentals and policy reforms. In a March report, the Swiss private bank raised its conviction on yuan appreciation against the dollar to the highest level, matching its bullish stance on gold. UBP , which manages over CHF150 billion ($190 billion), now forecasts the onshore yuan to reach 6.70 per dollar by the end of 2026. “We believe the yuan will enter a decade long secular bull rally, favored by fundamentals and policy reforms,” Carlos Casanova , senior economist at UBP, told Bloomberg News. “Moreover, the yuan appears to be undervalued by 10%-50%” when measured against indicators such as purchasing power parity, the real effective exchange rate or interest rate differentials, he added. The Geneva-based firm joins a growing chorus of yuan bulls who anticipate the currency to gain from Beijing’s push to lift the currency’s global role and rebalance the economy. The yuan touched a three‑year high against the dollar earlier this year. Since the Iran war began in late February, the currency has slipped about 0.5%, yet it has outperformed most global peers, showing resilience to surging oil prices. In the near term, risk‑off sentiment could strengthen the dollar, but over the medium term, UBP expects “a return to the theme of yuan strength,” said Casanova. “The conflict in the Middle East puts pressure on US debt, further supporting our view that the US dollar could weaken more structurally.”
Market Snapshot USD/INR ₹91.75 +0.0% Nifty 50 Index 25,219.45 +0.2% India 10-Year Bond Yield 6.71% +0.00 Spot Gold ($/oz) $5,296.28 +2.2% S&P 500 Futures 7,033.00 +0.3% Market data as of 02:10 PM IST, Jan. 28, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Ashutosh Joshi in Mumbai. The odds are against the market extending its three-day winn...
Market Snapshot USD/INR ₹91.75 +0.0% Nifty 50 Index 25,219.45 +0.2% India 10-Year Bond Yield 6.71% +0.00 Spot Gold ($/oz) $5,296.28 +2.2% S&P 500 Futures 7,033.00 +0.3% Market data as of 02:10 PM IST, Jan. 28, 2026, or the previous close for Indian markets. Data is subject to provider delays. Good morning... I’m Ashutosh Joshi in Mumbai. The odds are against the market extending its three-day winning streak? Read on to find out. Indian equities are poised for a sharp drop at the open after Brent crude surged past $110 a barrel and the part-time chairman of HDFC Bank — which has the Nifty’s heaviest weight — resigned , citing ethical differences. The broader backdrop has turned grim: Asian markets are down as oil prices jumped following Iran’s attacks on key energy infrastructure in the Middle East, heightening fears that an escalating conflict could stoke inflation further. The rupee also hit a fresh low on Wednesday. Adding to the uncertainty, Federal Reserve Chair Jerome Powell noted that the conflict has clouded the inflation outlook, even as policymakers held rates steady and signaled just one cut in 2026. Analysts say the near-term mood remains cautious. In today’s newsletter, we explain why: HDFC Bank shares may underperform It is risky to buy the dips Tile makers are struggling But first, markets are still on shaky ground Markets Buzz: Relief Rally Can’t Close Asia Gap Indian equities are on track for their worst quarterly performance against Asian peers in more than two decades. The three-day rally this week looks fragile, with crude hovering near $110 a barrel and the rupee hitting a fresh low on Wednesday. Local shares have shed more than $600 billion in value this year as the oil shock stokes inflation and clouds company earnings expectations. While a few pockets are seeing tentative investor interest, the broader picture remains bleak, as underscored by global brokerages including Nomura and Citigroup earlier this week. Three Things to Start Your Day Boa...
Key Points Producer prices rose 0.7% from the previous month in February. Inflation could soar in response to higher oil and fertilizer prices from the war in Iran. AutoZone and Dollar General are two inflation-proof stocks worth considering. 10 stocks we like better than AutoZone › As anybody who's driven down a road in the past couple of weeks knows, gas prices have spiked, jumping by roughly 27...
Key Points Producer prices rose 0.7% from the previous month in February. Inflation could soar in response to higher oil and fertilizer prices from the war in Iran. AutoZone and Dollar General are two inflation-proof stocks worth considering. 10 stocks we like better than AutoZone › As anybody who's driven down a road in the past couple of weeks knows, gas prices have spiked, jumping by roughly 27% since the war in Iran started. That's prompted fears of widespread inflation as oil is an input in a wide range of products, and higher fuel prices lead to higher costs for transportation, which includes shipping for retail and industrial products. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » On Wednesday, investors got more bad news on the inflation front as the producer price index (PPI), or a measure of wholesale prices, came in much hotter than expected. Monthly prices rose 0.7% in February, well ahead of estimates at 0.3%. That followed a 0.5% increase in January and a 0.4% increase in Dec. 2025. On an annual basis, wholesale prices rose 3.4% in February. Core prices, which exclude more volatile categories like food, energy, and trade services, were up 3.5%. Wholesale prices tend to be a leading indicator for retail prices, so the higher inflation at the producer level likely portends higher prices for consumers. Stocks fell modestly on the news on Wednesday, but inflation seems likely to get worse as the February data doesn't take into account the spike in oil prices in March. Additionally, fertilizer prices have also soared due to the war, which is likely to drive food prices higher. At times like these, it makes sense to consider putting some inflation-proof stocks in your portfolio. Keep reading to see two that look attractive. 1. AutoZone Very few stocks are countercyclical, meaning they pe...
For sharing news, please enter the email address of you and the receiver, then press SEND button. *Mandatory Fields Receiver * Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com Your email address * Content Sharing JPM Reiterates NVIDIA (NVDA.US) Overweight Rating with TP of USD265 NVIDIA (NVDA.US) disclosed during an analyst meeting that its procurement orders and demand for ...
For sharing news, please enter the email address of you and the receiver, then press SEND button. *Mandatory Fields Receiver * Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com Your email address * Content Sharing JPM Reiterates NVIDIA (NVDA.US) Overweight Rating with TP of USD265 NVIDIA (NVDA.US) disclosed during an analyst meeting that its procurement orders and demand for Blackwell and Vera Rubin until 2027 surpass USD1 trillion, JP Morgan said in its res...
Did you buy ORCL common stock between June 12, 2025, and December 16, 2025? Affected Oracle Corporation Investor Summary Who : Oracle Corporation (NYSE: ORCL) : Oracle Corporation (NYSE: ORCL) What: Securities fraud class action lawsuit filed Securities fraud class action lawsuit filed Class Period: June 12, 2025, through December 16, 2025 June 12, 2025, through December 16, 2025 Deadline to Seek ...
Did you buy ORCL common stock between June 12, 2025, and December 16, 2025? Affected Oracle Corporation Investor Summary Who : Oracle Corporation (NYSE: ORCL) : Oracle Corporation (NYSE: ORCL) What: Securities fraud class action lawsuit filed Securities fraud class action lawsuit filed Class Period: June 12, 2025, through December 16, 2025 June 12, 2025, through December 16, 2025 Deadline to Seek Lead Plaintiff Status: April 6, 2026 April 6, 2026 Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company’s data center capabilities for artificial intelligence infrastructure and capital expenditures. Material misstatements and/or omissions concerning the company’s data center capabilities for artificial intelligence infrastructure and capital expenditures. Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options at no cost to investor Important Deadline Reminder: Investors who purchased or otherwise acquired Oracle common stock during the Class Period may, no later than April 6, 2026, move the Court to serve as lead plaintiff for the class. CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS: If you purchased or acquired Oracle common stock and lost money on your investment, you are encouraged to contact KTMC attorney Jonathan Naji, Esq. at: (484) 270-1453 info@ktmc.com https://www.ktmc.com/orcl-oracle-corporation-class-action-lawsuit?utm_source=NewMediaWire&utm_medium=pressrelease&utm_campaign=orcl&mktm=PR There is no cost or obligation to speak with an attorney. Learn more about Oracle Corporation on YouTube: ORACLE CORPORATION CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY: Oracle, a Delaware corporation with its principal executive offices in Austin, Texas, is a technology company that provides, among other things, infrastructure for operating artificial intelligence (AI) programs. During the Class Period, Defendants misled investors by touting the Oracle’s contracts to develop data center capabilities...