US Payroll Softness, Fading Fed Hike Bets, and a Dollar on…
Weaker payrolls fade Fed hike bets, pressuring the Dollar; diverging ECB path and geopolitical risk premiums complicate the moves. A Dovish Repricing of
Weaker payrolls fade Fed hike bets, pressuring the Dollar; diverging ECB path and geopolitical risk premiums complicate the moves. A Dovish Repricing of
The dollar’s rally is running into resistance as traders scale back some of the more aggressive Federal Reserve rate-hike bets that had powered
The British pound was on track to record its biggest weekly gain against the US dollar in 12 weeks on Friday. The currency
With long-time Ryanair chief executive Michael O’Leary long associated with his wit and fiery temper, the larger low-cost airline in Europe has also
The AI trade isn’t just about Nvidia anymore. That could be the true warning sign underlying Michael Burry’s current move on the markets.
ServiceNow NOW and Salesforce shares climbed 5% on Wednesday after Guggenheim upgraded the software companies, arguing that their valuations have become attractive despite
Nvidia stock (NVDA) edged lower on Wednesday as investors appeared to take profits across semiconductor stocks following a record-breaking first half for the
The reflex reaction to a stock that has climbed from $37 in early 2025 to more than $2,000 is that the move is
The loudest story on Meta ($META) in mid-2026 is that the company is “incinerating capital” — that a $125 billion-to-$145 billion capital-expenditure bill
Semiconductor stocks have been the most crowded corner of the AI trade in 2026. Memory company margins are at records, and chip ETFs