Westpac's call puts it at odds with banks that have already shifted to a September or November hike, framing the July inflation beat as noisy rather than a genu...
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UBS is treating dollar weakness as a structural theme rather than a short-term wobble, which points to sustained flows into gold, commodities and selected curre...
Nvidia's results underline how sensitive the stock has become to the gap between beating expectations and beating already sky-high ones, with an initial drop re...
Markets have been left to parse Warsh's tone rather than his words, and bond pricing shows the strain of that ambiguity. Short-term yields fell after his last p...
UBS is using the recent tech drawdown to reinforce its bullish AI thesis rather than retreat from it, framing the sell-off as a valuation reset rather than a de...
US stock markets close near flat ahead of Nvidia earningsBill Gates undermines everything the AI leaders have been sayingCrude oil futures settle little changed...
Earnings headlines:Revenue of $96.2Gross margin 75% but sees 74.0% next quarterEPS $2.22Q3 seen at $108B Vera Rubin is in full productionHuang says "compute is ...
Crude prices traded choppily through the session as traders weighed conflicting signals from the Middle East and Russia against a softer than expected build in ...
I popped up a preview of the BoK earlier this week:Bank of Korea rate call a coin toss as economists split on August hikeFrom the RBA we get the 'Bulletin'.The ...
Closing changes:S&P 500 +0.1%Nasdaq Comp -0.1%Russell 2000 -0.1%Let's see where NVDA takes us at 4:20 pm ET but so far we've seen big gains from Salesforce ...
Both the EURUSD and GBPUSD moved lower today, but the selling was more pronounced in the GBPUSD. The pair is down 0.43%, compared with a decline of about 0.21% ...
Yesterday, I wrote about how AI leaders can't be trusted to tell us the truth about what's coming. I lamented that they've suddenly switched their stance on AI ...