Insights
Weekly equities research and analysis from the Payward Services team.
Latest
September 29, 2026
US 10-Year Yields Top 5% as Micron Earnings and Tesla Deliveries Set the Tone for Growth Equities
Rate hike bets build as the 10-year Treasury yield hits its highest since 2007. Get the key developments to watch: PCE, payrolls, Micron earnings, Tesla deliveries and the SEC's latest move on tokenized stocks.
September 21, 2026
Investors Eye Geopolitical Tensions as the Fed Raises Rates
History says the September 16 hike isn't necessarily bearish. The S&P 500 rose in four of six tightening phases since 1994, and the Nasdaq 100 in five, with Gulf supply risks and the Trump-Xi summit the key channels to watch.
September 15, 2026
Investors Weigh the FOMC Decision as Geopolitical tension and AI Development Slowdown Risks Collide
Markets enter the September 16 FOMC with a quarter-point hike 94.3% priced in and tightening implied into 2027, leaving the Fed's guidance the key question, alongside weekend xStocks price discovery and the launch of Kraken's xStocks Vaults.
September 8, 2026
Investors Await Critical CPI Report After Hot Jobs Report
A stronger-than-expected August payrolls print (162,000 vs. 53,000 est.) undercut the labor-softness case, trimming September hike odds to 55.7% from 64.3%, with Thursday's PPI, Friday's CPI, Apple's keynote and Oracle's results the next inputs for the rate outlook.
September 1, 2026
All Eyes Turn to The Labor Market after Hawkish Jackson Hole Keynote
Warsh's Jackson Hole debut kept rate hikes on the table, sending September odds to 64% and the 10-year to 4.76%. But the move stayed in rates as equities held firm, with August jobs (Sept 4) and CPI (Sept 11) now set to decide the meeting.
August 25, 2026
Crypto-Equities Outperform Headed Into Jackson Hole as Debasement Dynamics Reignite
Crypto-linked equities drove the week's rotation, capturing their largest share of xStocks volume since May as Bitcoin surged and the S&P 500 slipped, ahead of Warsh's first Jackson Hole address and NVIDIA earnings.
August 18, 2026
High-Beta Names Regain Momentum as Rate Expectations Soften
SPCX saw a sharp rebound, even as xStocks DeX volumes declined slightly. This week, we dive into the split between a growing tokenized equity TVL and weaker trading activity.
February 17, 2026
Setting the Record Straight: Real Adoption of Tokenized Stocks
A token that does not move is not a market. On the metrics that define real usage, unique holders, transaction volume, and multi-venue flow, xStocks is the clear leader in tokenized equities.
