Security
CCMP Research & Market Analysis
Finvaulta tracks 80 research reports on CCMP, updated through October 7, 2026. Latest: The Day Ahead: North America.
Institutional research on CCMP covering equities, government bonds, commodities, and foreign exchange, from SEB, Goldman Sachs, UBS, and Raymond James. Finvaulta indexes each report with a summary, key figures and its original publication date.
Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.
Latest research
The Day Ahead: North America
Wall Street and Canadian equities gained ground as benchmark Treasury yields softened and oil prices steadied ahead of upcoming Federal Reserve minutes and Q3 corporate earnings. Cross-border trade saw Canada's surplus widen to C$4.2 billion ahead of expected US tariffs, while major deal activity progressed across media, nuclear energy, and defense.
The Day Ahead: North America
Wall Street pushed higher led by megacap tech ahead of Q3 earnings, while Treasury yields rose and crude oil retreated. Significant M&A activity was announced across software, logistics, and Canadian energy.
Markets Today
US equities traded near record highs despite Treasury yields rising to multi-decade highs, led by the 10-year reaching 5.35%. Meanwhile, the NZ TWI slid to a 15-year low of 63.7 as low yields and risk aversion weighed heavily on the currency.
Nasdaq Hits Record High as Investors Focus on Earnings
US equities gained on Monday led by mega-cap technology firms, sending the Nasdaq to an all-time record. Meanwhile, US 10-year Treasury yields reached their highest levels since 2002 and European political/fiscal tensions pressured the euro.
French Budget and New Elections in Spain
French budget friction has pushed the euro to a 17-month low and kept French 10-year yields near 4.9%, while Spanish Prime Minister Sánchez has called snap elections for November 29. Concurrently, US 10-year Treasury yields reached 24-year highs even as technology equities continued to push US stock indices higher.
War-er for Longer?
US Treasuries slumped to early-2002 yield levels amid soaring national security expenditures and ongoing geopolitical turmoil across the Middle East, Ukraine, and Latin America. At the same time, European leaders are proposing aggressive trade defense mechanisms against China, solidifying a 'war-er for longer' paradigm.
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