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Everything Stocknote has published on Interest Rates: 3 research articles covering 3 companies across 3 categories. The latest piece was published on November 1, 2026.
The Fed held at 3.75% to 4.00% with two votes to hike. Headline CPI is 3.7% on energy while core is 2.6%, and futures price a December hike at above 80%.
Revenue grew 12% to a record $1.42B, but GAAP EPS fell 16%. Event contracts replaced crypto, the tax rate doubled, and Q4 costs are guided 15% to 26% higher.
Realty Income is deploying capital at a 235bps spread over its 4.75% borrowing cost — the widest in five years — while 671 consecutive monthly dividends, AFFO growing 6.6% YoY, and a private capital platform with Apollo and GIC are being completely ignored by the ‘rate-sensitive REIT’ label.
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