🆕 Newsmakers — 4:30p ET, 2026-08-21 — new since last alert

📰 NEW MARKET THEMES: • Dow closes 500 pts higher as Wall Street rebounds from Treasury yield-driven sell-off The Dow Jones Industrial Average rose nearly 1% on Friday as US stocks recovered from a sharp sell-off in the previous session, while investors continued to monitor elevated Treasury yields, oil prices and tensions in the Middle East. The S&P 500 and Nasdaq Composite also gained… — invezz.com · 08/21 4:23p https://invezz.com/news/2026/08/21/dow-closes-500-pts-higher-as-wall-street-rebounds-from-treasury-yield-driven-sell-off/ • Here's how Bessent's newly activist Treasury Department is undercutting the Fed's Warsh The surprising move this week by Treasury Secretary Scott Bessent to intervene in Treasury markets to lower the cost of government debt undercuts the credibility of Federal Reserve Chairman Kevin Warsh to make interest-rate policy, experts said. — marketwatch.com · 08/21 4:11p https://www.marketwatch.com/story/heres-how-bessents-newly-activist-treasury-department-is-undercutting-the-feds-warsh-480455c2 • Largest US grid's transmission constraint costs surge to $6 billion in 2026 Congestion costs on PJM, the largest U.S. ​power grid, surged 43% to $6 billion during the first half of this year as ‌overloads on high-voltage transmission lines escalated, the grid's independent watchdog said this week. — reuters.com · 08/21 4:06p https://www.reuters.com/business/energy/largest-us-grids-transmission-constraint-costs-surge-6-billion-2026-2026-08-21/ • Treasury Whiplash, US Debt Hits $40T | Bloomberg Money 8/21/2026 Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Rebecca Patterson, Council on Foreign Relations Senior Fellow, and Kevin Gordon, Charles Schwab Head of Macro Research & Strategy. — youtube.com · 08/21 3:53p https://www.youtube.com/watch?v=XL8z8Jjd2LQ • Week of Whiplash in Treasuries Closing With Traders on Pause After a turbulent stretch for the US bond market, traders headed into Friday's session with questions about what Treasury Secretary Scott Bessent's next move will be.  Kevin Gordon, Head of Macro Research & Strategy at Schwab Center for Financial Research, discusses the bond buy… — youtube.com · 08/21 3:30p https://www.youtube.com/watch?v=ibFOAB_XBNE

🐘 NEW BIG-CAP MOVERS:

1. SPCX +2% $136.97 (1791B cap) Elon Musk: “Starlink Now Has 11k Satellites in Orbit.” Amazon Hasn't Even Cracked 1,000. Elon Musk posted on X today that “Starlink now has 11k satellites in orbit”, quote-posting a SpaceX update about a Falcon 9 launching 29 Starlink satellites from Florida. — 247wallst.com · 08/21 3:30p https://247wallst.com/investing/2026/08/21/elon-musk-starlink-now-has-11k-satellites-in-orbit-amazon-hasnt-even-cracked-1000/

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