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Oil, yields spike, sentiment weak
Oil prices are soaring, inflation pressures are building and bond yields are flying. Brent crude hit $110 per barrel as Middle East tensions intensified, while US producer inflation accelerated to 5.4%, adding pressure on the Federal Reserve ahead of next week’s policy decision.
Across the Atlantic, the ECB delivered a widely expected 25bp rate hike as Christine Lagarde warned that energy prices a
Bitcoin slowing down due to quantum fears? | Crypto Talk
Is this another step before a leg up or an actual quantum scare?
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Who is The House?
Rising oil prices continue to fuel inflation fears, pushing global bond yields higher and putting pressure on equities. Even the US Treasury’s announcement to triple the size of today’s 10- to 20-year bond buyback has failed to calm the long end of the yield curve. Scott Bessent says he is “the house now”, but markets are clearly not playing along.
And there is a delicious historical irony. Back i
Brent near $100pb weighs on sentiment
Brent crude is approaching the psychological $100pb mark as geopolitical tensions and supply disruptions keep energy markets on edge. Falling global oil reserves, disruptions around the Strait of Hormuz and a potential recovery in Chinese crude demand could add further upside pressure to prices.
Higher oil and gas prices are also reviving inflation concerns, pushing bond yields higher and complica
Yen carry unwind risks are back!
Markets kicked off the week on a mixed note. Asian tech stocks followed Wall Street higher on renewed excitement around OpenAI and the race toward AGI, while European equities struggled under the weight of rising energy prices, weak German industrial production and expectations of an ECB rate hike.
The major focus however was the sharp rise in the Japanese yen and the rising risk of a carry unwind
Strong US Jobs, rising oil weigh on sentiment; tech spared… for now
Strong US jobs data, rising oil prices and higher Treasury yields are increasing pressure on global markets — but tech stocks don’t seem to care. The latest US employment report strengthened expectations that the Federal Reserve could raise rates in September, while escalating Middle East tensions keep crude oil prices elevated and inflation risks alive.
Yet AI enthusiasm continues to support tech
If inflation won’t cool, jobs must
Markets are looking for relief as rising oil prices, sticky inflation and mounting debt keep global bond yields under pressure. Attention now turns to the US jobs report. A softer-than-expected print — ideally accompanied by softer wage growth — could give Fed doves more room, pull yields and the dollar lower, and support equity valuations. But strong jobs data could reinforce inflation fears and
Venezuelan oil to the rescue?
Oil remains the key driver across global markets, but could Venezuela help cool the pressure? The country is preparing to significantly boost production, thanks to US producers invstment. Yet not all oil is created equal. Venezuela’s crude is generally heavier and sourer than many Middle Eastern grades, making it harder and more expensive to transport and refine. So while additional Venezuelan bar
BTC needs a breather | Crypto Talk
BTC just needs a short breather before the next leg up?
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The world turns on cheap China: Shein feels it
Rising oil prices are once again fueling global inflation fears and pushing bond yields sharply higher, challenging policymakers and investors alike. Global trade tensions are also deepening, and China found itself increasingly isolated at the latest G20 meeting, as concerns over its export-led growth model, industrial subsidies and excess capacity gained broader international support.
In fact, Sh
Can equity bulls resist rising yields?
September kicks off on a bearish note as rising oil prices revive inflation concerns, push global bond yields higher and weigh on equity valuations. But markets enter the month with an important cushion: exceptionally strong Q2 earnings on both sides of the Atlantic.
The key question is whether strong earnings can continue to offset rising borrowing costs. European equities still offer a relativel
Fed hawks are back!
Markets are kicking off the week under pressure as renewed Middle East tensions push oil prices higher, while hawkish central bank expectations add another layer of uncertainty.
Kevin Warsh’s much-awaited Jackson Hole speech boosted expectations of a September Fed rate hike, sending the US dollar and short-term yields higher and weighing on equity appetite. In Europe, accelerating inflation and re
Bullrun is officially back | Crypto Talk
After a tremendous week we can officially say: The bullrun might just be back!
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Jackson Hole: what’s at stake?
All eyes are on Jackson Hole, where Federal Reserve Chair Kevin Warsh faces one of the trickiest balancing acts of his young tenure.
Inflation remains stubborn, energy prices are rising again and central banks around the world are turning increasingly hawkish. But in the US, the picture is complicated by the Treasury’s push to tame longer-term yields through bigger bond buybacks.
A hawkish Warsh c
Nvidia earnings lift sentiment amid lingering macro risks
Nvidia has done it again. Despite sky-high expectations and even higher whisper numbers, the AI giant delivered stronger-than-expected Q2 results, bullish guidance and a powerful message: demand remains enormous, and growth could be even stronger without supply constraints.
With Big Tech AI spending approaching extraordinary levels, Nvidia’s dominant share of the GPU market and exceptional margins
Focus on US PCE, Nvidia earnings
Markets finally got a little breathing room. Crude oil prices dropped, weak US consumer confidence helped cool hawkish Federal Reserve expectations, Treasury yields eased and equities welcomed the relief.
Geopolitics also offered a glimmer of hope, as US diplomatic personnel return to the Gulf and Iran/Oman talks focus on an ‘interim reopening of the Strait of Hormuz’. But the real tests are still
Nice setup for gold,hard commodities
Global markets are navigating a complicated mix of geopolitical tensions, rising fiscal risks and renewed volatility in technology stocks.
Fresh US sanctions on Iran – and the threat of secondary sanctions – could further strain relations with China, while Washington is considering using Treasury cash to expand bond buybacks and ease pressure on long-term borrowing costs. That may support bonds an
Week Ahead: Nvidia earnings, Jackson Hole
Fragile market sentiment sets the stage for a crucial week, with Nvidia earnings and Jackson Hole firmly in focus. AI financing concerns are growing as Big Tech spending accelerates, free cash flow comes under pressure and investors become increasingly sensitive to the cost of funding the AI boom. Even stellar Nvidia results may therefore struggle to impress.
Meanwhile, the macroeconomic backdrop
BTC waking up and going strong | Crypto Talk
At the time of this recording, Bitcoin was still in its slow phase, but everything changed a couple of days ago...
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US dollar, humanoid robots and the VIX
Winds are shifting across global markets. The US dollar is losing ground even as Treasury yields and crude oil prices rise – a striking break from traditional market relationships that suggests growing concern around US fiscal policy, debt dynamics and confidence in dollar-denominated assets.
At the same time, rising oil prices and borrowing costs are threatening to overshadow an otherwise strong
The Bond Coup
The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion.
Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury
How expensive are your tech stocks?
Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks?
I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly mak
Euro: looking past oil volatility
Global markets kicked off the week on a softer note, with rising yields and renewed oil volatility weighing on investor sentiment. The US dollar initially extended losses as softer US jobs, inflation and retail sales data tempered expectations for Federal Reserve tightening. But the move reversed as US crude jumped above $85 per barrel, reviving inflation concerns and demand for the greenback.
In
Risks rise, but the bull won’t budge
Middle East tensions are back in focus as the US-Iran ceasefire nears its end and Israel strikes Lebanon, yet oil prices remain surprisingly calm as Gulf producers find alternative ways to keep crude flowing. Bond markets look more nervous: Japanese, Australian and New Zealand yields are pushing higher, but equities start the week on a positive note.
Oil remains a crucial risk: another push higher
Mind the Yields
The S&P 500 hit a fresh record high as softer US jobs and inflation data pushed Fed rate hike expectations lower and gave investors another reason to celebrate. Yet inflation remains elevated, July’s improvement was partly driven by falling oil prices, and renewed Middle East tensions could quickly revive energy-driven price pressures.
Meanwhile, the bond market is sending a less reassuring signal
Time to go back to gold?
Soft US inflation data gave markets another reason to celebrate, lifting equities and bonds as investors pushed back expectations for the next Fed rate hike. AI enthusiasm added to the positive mood, with CoreWeave and Nebius surging after strong revenue growth reinforced confidence in booming AI demand.
But inflation remains above the Fed’s target, oil prices are rising again as tensions around
Bitcoin Miner offering AI services? | Crypto Talk
Due to the fact that Bitcoin can't get over 65k, most Bitcoin Miners are pivoting towards AI to offer their compute for higher margins.
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What US CPI won’t tell
Markets are being pulled in opposite directions as oil and technology drive increasingly volatile price action. Crude prices continue to react sharply to every Middle East headline, while technology stocks swing between AI optimism and mounting concerns over massive spending. Strong CoreWeave results helped lift the Korean Kospi nearly 4%, but European markets remain under pressure from higher ene
Rising oil weighs on sentiment into US CPI data
Rising oil prices are making the wait for the next US CPI report increasingly nervous. US crude is consolidating near $82 per barrel after surging more than 6% on Monday, as little progress in US-Iran negotiations keeps supply risks elevated and the Strait of Hormuz remains in focus. Higher oil prices are reviving inflation concerns, pushing global yields higher and complicating the outlook for th
Profits boom, jobs swoon
Earnings are booming, jobs are swooning – and investors are cheering the combination.
S&P 500 Q2 earnings growth is running at an impressive 50.4%, according to FactSet, with energy and technology leading the charge. Meanwhile, the latest US jobs data pointed to a cooling labour market.
For investors, that’s a pretty sweet mix: strong corporate profits keep the earnings story alive, while weaker e
Market breadth: what lies beneath the index
Stock market indices often dominate financial headlines, but do they really tell the full story? In this episode, we explore market breadth — one of the most useful tools for understanding what's happening beneath the surface of a market rally or selloff.
We'll look at why major indices can sometimes paint a misleading picture, how concentration in a handful of large stocks can distort performance
Making profit when markets fall
You can take a long position and profit when an asset’s price rises, in the same way you can take a short bet and profit when an asset’s price falls.
In this episode, I explain how shorting works, the difference between traditional short selling and trading instruments such as CFDs and futures, and why shorting is often much simpler than many people think. We also explore the risks and rewards of
Corporate bonds: the market’s middle ground
Corporate bonds sit in the market’s “middle ground”—not as exciting as stocks, not as safe as government debt… but often the most interesting when conditions shift.
In this video, we break down what corporate bonds really are, how they differ from sovereign bonds, and why they can offer a compelling balance between income and risk. From credit spreads to market sentiment, from yield opportunities
Oil more popular than Bitcoin? | Crypto Talk
Can it be that due to the geopolitical tensions oil is more interesting for traders than Bitcoin?
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Better BTC treasury? | Crypto Talk
Is this model a better BTC treasury model?
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When a six-fold profit surge is not enough
Big Tech earnings are here—but investors may be looking at AI spending very differently this time. After a brief pause in Middle East tensions, oil prices are rising again, inflation fears are back, and markets are rotating away from the biggest AI winners. SK Hynix delivered record revenue and operating profit, yet its shares plunged after missing lofty expectations and reaffirming aggressive inv
Chip Wreck
Oil prices plunged after Donald Trump hinted at a possible deal with Iran, dragging bond yields lower just as the Federal Reserve begins its latest policy meeting. But while falling oil prices offered temporary relief to broader markets, technology investors faced a fresh wave of bad news. China's memory chip giant CXMT made a blockbuster stock market debut, raising fears of lower memory chip pric
China brings a new piece to the chip puzzle
Oil prices have pulled back after an unexpectedly calm weekend in the Middle East, giving global markets a breather. But is the relief temporary? This week, investors face a packed calendar with Federal Reserve, Bank of England and Bank of Japan policy decisions, while four of the world's biggest technology companies—Microsoft, Amazon, Meta and Apple—report earnings.
Meanwhile, a blockbuster IPO i
The Spender's Dilemma
Big Tech's AI spending spree is facing its biggest market test yet. Alphabet's earnings showed that the real issue is no longer revenue growth—it's how much cash companies are burning to stay competitive in the AI race. With free cash flow under pressure and borrowing costs climbing, investors are starting to question whether even the world's largest technology companies can keep financing ever-bi
Google: Strong spending outlook clouds strong earnings
Reaction to Alphabet’s earnings is delivering an important message from investors: strong revenue growth is no longer enough if it comes with an even bigger AI bill. Tesla and Alphabet both posted impressive results, but their shares fell as investors focused on soaring AI spending, negative free cash flow at Alphabet and the prospect of funding future investments through debt and equity issuance.
Focus on Big Tech spending plans
Chip stocks bounced back as investors returned to the AI trade, but the real challenge is only just beginning. With Alphabet and Tesla kicking off Big Tech earnings season, markets are shifting their focus from AI promises to AI profits. After committing hundreds of billions of dollars to data centres, chips and AI infrastructure, investors now want evidence that these massive investments are gene
Damned if you spend, damned if you don’t
Middle East tensions are once again shaking global markets, sending oil prices and bond yields sharply higher just as investors were hoping for a calmer second half of the year. Technology stocks are attempting a rebound, but higher borrowing costs and persistent inflation risks continue to challenge valuations. Meanwhile, Big Tech faces a dilemma: keep investing aggressively in artificial intelli
Chinese Moonshot AI unsettles US tech
China's latest AI breakthrough is sending a fresh shockwave through global markets. Chinese startup Moonshot AI unveiled Kimi K3, a model that is challenging the dominance of OpenAI and Anthropic on both performance and price, bringing the uncomfortable question of : could this be the beginning of a major repricing of the AI trade?
Listen to find out more!
Ipek Ozkardeskaya has begun her financ
Solana pushing for RWAs in Japan | Crypto Talk
Solana with a mega partnership in Japan to bring RWAs on chain
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Tech selloff deepens despite strong earnings
Chipmakers are delivering record profits, beating expectations and raising guidance—yet investors are selling first and asking questions later. TSMC's outstanding earnings failed to impress the market, Samsung, SK Hynix and Nvidia are all under pressure despite massive AI investments, telling that the next phase of the AI trade won’t be about AI demand but possible overheating, what it means for t
Rotation - where to?
We keep talking about a rotation out of technology—but is that really what's happening? While the biggest AI names, including memory chip makers, are facing profit-taking, capital isn't leaving the AI theme. Instead, it's rotating deeper into the AI ecosystem, benefiting semiconductor equipment makers, data-centre infrastructure providers, networking companies and even banks and industrials financ
Earnings season starts with a bang
Earnings season kicked off with a bang, US big banks printed record profit. On the data front, US inflation surprised to the downside in June, giving investors a reason to celebrate as Treasury yields fell and expectations for further Fed tightening eased. But the latest inflation relief could prove short-lived as falling energy prices did most of the heavy lifting, while escalating tensions in th
Rising oil prices spell trouble
Oil is back in charge of global markets. A renewed surge in crude prices has reignited inflation fears, pushed global bond yields higher and weighed heavily on equities, with Korean semiconductor stocks leading the selloff before weakness spread to Europe and the US. Even strong sales numbers from TSMC failed to lift sentiment, suggesting investors may now demand earnings that beat not only offici
Earnings vs. Geopolitics
This week's earnings season begins against a far more challenging backdrop than investors expected just days ago. While SK Hynix's record US debut highlights the market's relentless appetite for AI, the sharp swings in memory chip stocks are a reminder that semiconductor cycles have not disappeared. Attention now turns to major US banks, ASML and TSMC, where strong earnings are widely expected—but
SK Hynix land in New York
Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix.
Meanwhile, Chinese technology stocks continue to attract investors t
Oil back in the driver’s seat
The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy.
Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting att
Hope for crypto and co? | Crypto Talk
Is this a sign of hope for the crypto markets?
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Middle East tensions flare up, again
Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation
Samsung down despite strong beat
Samsung's blockbuster earnings should have reassured investors. Instead, they triggered a 9% selloff that dragged the Kospi sharply lower and reignited concerns that expectations across the AI semiconductor space have become impossible to satisfy. A 19-fold jump in quarterly profit and an earnings beat were simply not enough once the market's whisper numbers had moved even higher.
At the same time
SpaceX to enter Nasdaq 100
European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structu
Weak US jobs boost investor optimism
Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led
Bad news from Meta, Oracle
Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led
H2 begins with bulls in charge
Global markets have entered the second half of the year with remarkable momentum despite months of geopolitical tensions, an energy shock and rising bond yields. AI remains the dominant investment theme, with semiconductor stocks continuing to lead the rally while Big Tech faces growing scrutiny over the returns on massive AI spending.
Falling oil prices are helping ease inflation fears just as Fe
BTC struggling with strength | Crypto Talk
BTC can barely hold 60k USD, is 50k next?
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Can chips rally without Big Tech?
Global stock markets have just wrapped up their strongest quarter in six years, but is the AI rally beginning to lose its foundations? While Nvidia, Micron and other chipmakers continue to surge, the companies funding the AI revolution are coming under growing pressure. Microsoft, Google, Meta and Amazon are all facing investor scrutiny over massive AI spending, rising borrowing costs and uncertai
Oil contained despite weekend’s Mid-East tensions
Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different
From stocks to bonds
Technology stocks are under renewed pressure despite another blockbuster earnings report from Micron. While strong AI demand continues to lift memory chip makers, soaring chip prices are now creating problems for the companies that buy them. Apple warned that higher memory costs are forcing significant price increases, raising fears that consumer demand could weaken and profit margins could come u
Micron-backed sugar rush ahead of US data
Micron has given technology stocks exactly what they needed: a powerful earnings beat, strong guidance and renewed confidence that AI-driven demand for memory chips and data centres remains robust. The results triggered a rally across semiconductor stocks and lifted broader market sentiment after days of heavy selling.
But the real test is still ahead. Investors now turn their attention to the lat
All eyes on Micron earnings!
Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history.
The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-ban
Tech under pressure
Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate
Odd peace optimism
Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough.
Oil briefly rose above $78 per barrel before retr
BTC in the swamp! | Crypto Talk
BTC is fighting the bears, but it seems hopeless - or is it?
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Oil cheapens but US dollar appreciates!
Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars, a stronger greenback makes energy and raw material imports more expensive for the rest of the world. As a result, mark
How private equity stopped being a billionaires' club | Unlocked
🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire.
🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a p
Warsh’s Fed
Kevin Warsh's first Fed meeting as Chair delivered a surprise—and not the dovish one markets were hoping for.
While the Fed left rates unchanged, the message was unmistakably hawkish. More importantly, Warsh appears determined to reshape the Federal Reserve itself. From questioning forward guidance and refusing to place a dot on the dot plot, to reviewing the Fed's communication strategy, balance
How high is too high?
SpaceX has surged to a valuation above $2.6 trillion, making it one of the most valuable companies in the world despite reporting losses and offering no clear profit outlook for this year. The rally is reigniting the bubble debate and raising questions about how far investors are willing to stretch valuations in the search for the next big thing.
At the same time, new Fed Chair Kevin Warsh faces h
Risk of including a meme stock to major indices
Oil prices are falling, bond yields are easing and investors are rotating back into risk assets – including SpaceX. But beneath the optimism, a new question is emerging: what exactly is – and will be - inside your index?
SpaceX's surge to a $2.5 trillion valuation has reignited the debate around speculation, passive investing and index concentration. If included in the Nasdaq 100 today, the compan
Peace at last?
Could the 40th peace announcement finally be the one that sticks?
Markets are certainly acting as if it might. Reports that the US and Iran have reached an agreement to end the conflict and reopen the Strait of Hormuz sent oil prices sharply lower and boosted risk appetite across global markets. Lower energy prices could ease inflation pressures, soften central bank rhetoric, and provide fresh sup
The SpaceX Liftoff
It’s SpaceX Day.
Today marks the stock market debut of SpaceX in what has become the largest IPO in history, giving the company a valuation approaching $1.8 trillion and potentially making Elon Musk the world’s first trillionaire.
But while investors watch a rocket leave the launchpad, markets back on Earth remain hostage to Middle East headlines. Oil prices continue to swing on every comment rega
Count down to SpaceX IPO begins
Rising energy prices, hotter inflation and a tech-led market selloff may leave some space in the headlines to the upcoming SpaceX IPO, the largest in history. With a valuation approaching $1.8 trillion and demand reportedly more than four times oversubscribed, SpaceX is set to become one of the world's most valuable companies from day one.
But can the stock live up to the hype?
Will we see a massi
Focus on US CPI!
Middle East tensions are flaring up again, oil prices remain surprisingly contained below $90 per barrel, but risks remain tilted to the upside. Another rise in oil prices is a threat to global risk appetite at a time major central banks turn hawkish on rising inflation and investors question the parabolic tech rally.
So today’s US CPI report could become the next major market catalyst. Could inf
Dip-rushing
Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity.
Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil p
Tech selloff: a blip or a valuation reset?
The AI trade may finally be showing its first real crack. After months of relentless gains, semiconductor and AI stocks came under heavy pressure as stronger-than-expected US jobs data pushed Treasury yields higher, raising questions about the sustainability of sky-high valuations. But rising yields are only part of the story. New reports suggest future AI infrastructure may require less DRAM memo
Middle East, US Jobs & SpaceX
Geopolitical tensions, elevated energy prices, rising yields and private credit concerns weigh on some parts of the market, but the tech stocks continue to play in their own league.
Broadcom disappointment raised a few questions this week, and tech heavy indices are down today but a part of that is believed to be due to investors taking profits in existing tech positions to free up cash for next w
Bitcoin at critical support!
Oil trades a touch below the $100 per barrel. Inflation risks are rising again. Markets are pricing the possibility of Fed rate hikes instead of rate cuts and even tech stocks are not looking cheerful today.
While a day moodiness doesn’t mean a sharp correction, the red flags are piling up regarding the stretched tech valuations that defy economic reality.
And while the tech valuations stretch, Bi
