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[CNBC] S&P 500, Nasdaq gain as AMD leads tech trade comeback: Live updates [AP] House returns for vote to end the government shutdown after nearly 2 months away [CNBC] Tariffs thaw, rivalry simmers: U.S.–China trade truce enters uneasy phase [CNBC] Mortgage demand from homebuyers hits highest level since September, despite rising interest rates [Axios] Bessent […]
AI Providers Begging For Money & Energy Wall Street Chief Strategists Recommending Gold In Place of Bonds Register For Our Webinar – Click Here “The revolution in AI is unlimited by the imagination, but very limited in the physical world. Then, energy demand outstripping supply, I think that alone flips the script on the AI […]
[CNBC] S&P 500 ticks lower after big rally in prior session; tech shares under pressure: Live updates [Yahoo/Bloomberg] Gold Extends Gains on US Fiscal Concerns, Rate-Cut Expectations [Axios] Senate passes package to end record government shutdown [Axios] Schumer faces mounting Dem calls to resign as leader [AP] Top diplomats from G7 countries meet in Canada […]
The content creators summarized below continue to emphasize the opportunities and dangers inherent in global economic regime change. Both are immense. As the dollar seems poised to exit stage left–or at least surrender the lead role and assume a supporting one–the logical question for everyone is, what’s next? There’s no crystal ball here, but there are […]
[CNBC] Stocks rise as Senate nears deal to end the government shutdown: Live updates [Yahoo/Bloomberg] Gold Surges as US Push to End Shutdown Turns Attention to Fed [Axios] Senate votes to move forward with deal to end government shutdown [Axios] “It’s complete BS”: Dems go ballistic over Senate shutdown deal [Yahoo/Bloomberg] Data Centers in Nvidia’s […]
[Reuters] Wall St Week Ahead Investors watching US economic signs as market pulls back, tech teeters [AP] Government shutdown reaches its 40th day as senators work through a crucial weekend [Yahoo/Reuters] Fear Is Coming Back to the Junk Bond Market [Yahoo Finance] Hiring has dramatically slowed’: What private data says about America’s job engine [CNBC] […]
A Buying Opportunity for the Patient Over recent weeks we’ve seen funding stress resurface as a significant and growing issue for markets. Back in the infamous 2019 “Repo Crisis,” once the fed funds rate went above interest on excess reserves, it was a sign that U.S. deficits had begun to crowd out and overwhelm the […]
[Politico] Trump clings to filibuster demand as shutdown drags on [AP] What to know about the flight cancellations at US airports caused by the government shutdown [AP] Republicans swat down Democratic offer to end shutdown as impasse continues into 38th day [Axios] Trump scrambles for minerals to break dependence on China [Yahoo/Bloomberg] Trump Orders DOJ […]
