7 articles filed under this tag.
Equities and Commodities
Gold slid to about $4,458 after Fed chair Kevin Warsh's hawkish Jackson Hole speech, yet central banks bought a record 289 tonnes in Q2. Here is what the split means for markets.
FX and Crypto
Kevin Warsh delivers his first Jackson Hole keynote as Fed Chair on Friday. With long-end Treasury yields near two-decade highs and Bitcoin slipping below $79,000, currency and crypto traders are braced for a single speech to reset the rate path.
Markets
Soft July inflation and a surprise drop in retail sales have all but killed the threat of a September Fed rate hike under new chair Kevin Warsh, resetting bond yields, the dollar and equities before Jackson Hole.
Equities and Commodities
Cooler July inflation and a weak jobs report pushed Fed rate-hike odds lower, sending the S&P 500 to new records and gold back above $4,400 in the same week. Here is what it means for markets.
Markets
A record S&P 500 close and the strongest week since April show the AI trade has recovered its footing as AWS and Azure growth reaccelerates — even as capex and macro risks build.
Markets
Q2 2026 earnings pushed combined Big Four AI capital spending toward $725 billion, driving the S&P 500, Dow and Nasdaq to record highs. But on August 5 the market wobbled as investors started scrutinising the sheer scale of the spend.
Technology
Palantir's blowout Q2 2026 earnings helped push the S&P 500 to a record close above 7,700. Here's what actually happened, why it matters for markets, and why some of the sharpest investors think the AI trade is starting to rhyme with 1999.
