Tradeweb Markets Inc.
$107.04
TW
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Scouting Reports
Pricing the Treasury's Yield Curve Takeover
Aug 20, 2026
Treasury Secretary Scott Bessent is running the U.S. Treasury like an activist hedge fund. When yields spiked to uncomfortable levels this week, the Treasury Department didn't just issue a calm statem
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Weekly Playbook: Software Multiples and Capital Returns (TPR, INTU, AGYS)
May 17, 2026
With the Nasdaq and S&P 500 softer overnight amid a cautious, higher-for-longer macro backdrop, investors are filtering for execution quality and margin durability over top-line promises. This week’s
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Hormuz Paralysis Accelerates the Shift Toward Autonomous Supply Chain Orchestration
Apr 23, 2026
The Strait of Hormuz remains functionally impassable for broad commercial transit, acting as an immediate catalyst for an enterprise software segment that was already quietly booming. Despite a recent
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