Steelyard Capital

Proprietary trading firm, US equity strategies, CPG/AlcoBev private equity/advisory

[Steelyard Capital @SteelyardCap]

@lebas_janney RE: energy pass though (oil), today’s print only captures through 8/11 (WTI is up 25+% since that date).. Obviously not to speak of refined products (specificallly diesel), which are up much more.

[Steelyard Capital @SteelyardCap]

Brazil stocks lower at close of trade; Bovespa down 0.81% https://t.co/QSGcNuFXkK

[Steelyard Capital @SteelyardCap]

BMW worldwide recalling Mini Cooper SE electric models, company says https://t.co/Vex84V5RtR

[Steelyard Capital @SteelyardCap]

Watch out! September has a history of being the worst month of the year https://t.co/mccL0wfDhz

[Steelyard Capital @SteelyardCap]

U.K. stocks lower at close of trade; https://t.co/AlbFIMf32R United Kingdom 100 down 0.14% https://t.co/4Z8eKwYej8

[Steelyard Capital @SteelyardCap]

Sweden stocks lower at close of trade; OMX Stockholm 30 down 0.23% https://t.co/anKZJbuskU

[Steelyard Capital @SteelyardCap]

Spain stocks lower at close of trade; IBEX 35 down 0.06% https://t.co/xQVAaAnRYP

[Steelyard Capital @SteelyardCap]

Portugal stocks higher at close of trade; PSI up 0.20% https://t.co/v1ShY0ULs9

[Steelyard Capital @SteelyardCap]

Netherlands stocks higher at close of trade; AEX up 0.22% https://t.co/3fOQ52Vehc

[Steelyard Capital @SteelyardCap]

Denmark stocks lower at close of trade; OMX Copenhagen 20 down 0.51% https://t.co/4OQfIn5Nfm

[Steelyard Capital @SteelyardCap]

Brazil Supreme Court forms majority to uphold X suspension https://t.co/hu5viz5BjO

[Steelyard Capital @SteelyardCap]

HP to continue $4 billion damages case against Mike Lynch https://t.co/zlAZxkmRvR

[Steelyard Capital @SteelyardCap]

Morocco stocks higher at close of trade; Moroccan All Shares up 0.25% https://t.co/7YobFTujdP

[Steelyard Capital @SteelyardCap]

Norway stocks lower at close of trade; Oslo OBX down 0.74% https://t.co/CFFRSdj6jj

[Steelyard Capital @SteelyardCap]

Israel stocks higher at close of trade; TA 35 up 0.82% https://t.co/JsY8UCdqHz

[Steelyard Capital @SteelyardCap]

Greece stocks higher at close of trade; Athens General Composite up 1.05% https://t.co/I9NdMKRTjh

[Steelyard Capital @SteelyardCap]

Cathay Pacific Airways inspects A350 fleet after identifying engine component failure https://t.co/MkPu2f7anr

[Steelyard Capital @SteelyardCap]

Blackstone buys stake in $1.2 billion European logistics fund https://t.co/Tl0WCuQT6C

[Steelyard Capital @SteelyardCap]

ByteDance taps banks for $9.5 billion Asia dollar corporate loan, sources say https://t.co/8SVeRLatyW

[Steelyard Capital @SteelyardCap]

Tech market values fall on AI costs and recession fears; Eli Lilly, Berkshire gain https://t.co/naYcHMzgMK