Corporate bond volatility jumps 73 percentile points in two weeks while the VIX sits near its yearly low
Cboe data put investment-grade and high-yield bond volatility at the 79th and 84th percentiles, up from the 6th and 11th two weeks earlier. Stock and bitcoin options are still priced near the year's calmest levels, so for now only bond markets are pricing stress.
Reality
- Evidence50
- Adoption
- Not scored
- Hype gap+20
- Incentives
- Not scored
- Confidence40
Robinhood is seeking approval to let customers trade a curated list of US stocks and ETFs on weekends, the 48 hours a week its 24 Hour Market is shut. Weekend prices will depend on whether dealers quote through those hours and on how the trades clear and settle.
Perspective Coverage
4 publishers
- Builder
- Builder 23%
- Operator
- Operator 35%
- Investor
- Investor 42%
Reality
- Evidence58
- Adoption10
- Hype gap+40
- Incentives72
- Confidence60
Robinhood hands its retail traders AI agents that run strategies in separate accounts
Robinhood says more than 150,000 customers have opened AI agent trading accounts that generate roughly 30 million automated actions a day. The agents' guardrail is a manual-approval default that customers can adjust. Robinhood is setting that default as the company pushes toward trading that never stops.
Reality
- Evidence35
- Adoption40
- Hype gap+30
- Incentives75
- Confidence40
Foreign investors hold about $9.3 trillion of Treasuries, close to a third of publicly held debt, and the Treasury Secretary offered that to the House on September 15 as proof of confidence while the 30-year sat at 5.32%.
Reality
- Evidence54
- Adoption68
- Hype gap+38
- Incentives78
- Confidence57
buildOne report1 publisher A short-gamma term made a calm market replay historical crashes 20 percent harder
A crash simulator's hazard layer used to replay six drawdowns identically whatever the market was doing. It now multiplies each replay by a regime factor and an estimated dealer-gamma factor, and on September 7 the second one came out near 1.2.
Reality
- Evidence42
- Adoption8
- Hype gap+12
- Incentives62
- Confidence45
Cboe puts a 404% number on the gap between perps and 0DTE options
A Cboe paper says a 0.94% index slip paid 9.4% on a 10x short perpetual future and 404% on an at-the-money 0DTE put. The CFTC's Kalshi approval makes that distinction a regulatory question.
Reality
- Evidence32
- Adoption63
- Hype gap+34
- Incentives78
- Confidence34