🆕 Newsmakers — 11:30a ET, 2026-08-20 — new since last alert

📰 NEW MARKET THEMES: • Bessent says Treasury buyback operation could be more than $4 billion Bessent says Treasury buyback operation could be more than $4 billion — cnbc.com · 08/20 11:17a https://www.cnbc.com/2026/08/20/bessent-says-treasury-buyback-operation-could-be-more-than-4-billion.html • The Worst Bond Selloff Since 2007 Gave A Message About The U.S. Stock Market Global bond yields surged to multi-year highs, reflecting growing concern over U.S. fiscal deterioration, deficits and rising debt. Despite these fiscal risks, the S&P 500 remained near record highs as corporate earnings and profit margins continue to strengthen. — seekingalpha.com · 08/20 11:16a https://seekingalpha.com/article/4938795-the-worst-bond-selloff-since-2007-gave-a-message-about-the-us-stock-market • U.S. Natural Gas Inventories Post Modest Weekly Build U.S. natural gas futures were lower as inventories saw their smallest increase so far in the current injection season. — wsj.com · 08/20 10:57a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-inventories-post-modest-weekly-build-459cc5f8 • U.S. Leading Indicators Ticked Up in July The Conference Board's Leading Economic Index rose by 0.2% to 99.5, indicating that moderate growth could be coming. — wsj.com · 08/20 10:38a https://www.wsj.com/economy/u-s-leading-indicators-ticked-up-in-july-8a288be9 • Trump threatens to isolate Iran. Who are its trading partners? A threat by U.S. President Donald Trump to impose unprecedented economic warfare and isolation on Iran could have implications for countries that trade with it. Trump warned of economic consequences for any country that supports Iran. — reuters.com · 08/20 10:32a https://www.reuters.com/business/energy/trump-threatens-isolate-iran-who-are-its-trading-partners-2026-08-20/

📈 NEW GAINERS:

1. SCTX +25% $38.92 (630M cap) (no fresh news today — likely technical / low-coverage move)

2. SCSC +16% $59.69 (1.2B cap) ScanSource (SCSC) Q4 Earnings and Revenues Top Estimates ScanSource (SCSC) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $1.02 per share a year ago. — zacks.com · 08/20 10:41a https://www.zacks.com/stock/news/2977539/scansource-scsc-q4-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2977539

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.