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[Reuters] Wall St Week Ahead Black Friday puts focus on consumer spending for rocky markets [CNBC] ‘Stakes are high.’ With shutdown over, airlines predict record numbers of travelers this Thanksgiving [Yahoo/Bloomberg] US Retail Sales Are Proving Resilient While Risks Mount [Yahoo/Bloomberg] Private equity firms flood junk debt market to pay themselves [Reuters] Exclusive: DOGE ‘doesn’t […]
Confidence in Destination For many months, HAI’s view has been that the U.S. is all-in on a policy commitment to run the economy hot, inflate the debt away, implement industrial policy, reindustrialize the atrophied U.S. manufacturing base, and attempt to preempt and address (with these stimulatory measures) any economic and/or market crisis that threatens to […]
[Axios] Congress returned after seven weeks and everything blew up [Yahoo/Bloomberg] Trump White House prepares tariff fallback ahead of court ruling [AP] Ukraine’s allies push back on a US peace plan seen as favoring Moscow [Politico] Ukraine’s allies rush to counter Trump’s ‘non-starter’ peace plan [AP] IPO market’s red-hot year has been cooled by the […]
“Nvidia’s Upbeat Forecast Soothes Concerns of AI Market Bubble.” After closing Wednesday at 185.52, Nvidia spiked to a post-earnings report high of 198.49 in early-Thursday trading. The stock then reversed 12% lower to a two-month low of 174.43 – closing Thursday’s session at 180.64. The stock traded back up to 184.56 in Friday trading, before […]
[CNBC] Stocks rebound after Fed’s Williams revives December rate cut hopes: Live updates [AP] Asian stocks track Wall Street’s drop, erasing previous day’s gains [Yahoo/Bloomberg] Wildest Trading Day Since Tariff Shock to Test Dip Buyers’ Nerve [Yahoo/Bloomberg] Big Tech’s Debt Binge Raises Risk in Race to Create an AI World [CNBC] New York Fed President […]
Gold and precious metals prices declined this week, relaxing slightly after a hectic autumn run up. The equities markets join the move lower and the dollar pushes back above 100. Even with the short-term pullback, the long-term patterns for gold signal this muli-year climb is not wrapped up yet. Let’s take a look at where […]
[CNBC] Stocks higher as Nvidia’s strong forecast reignites the AI trade: Live updates [CNBC] Delayed September report shows U.S. economy added 119,000 jobs, more than expected; unemployment rate at 4.4% [Yahoo/Bloomberg] Corporate Insiders Buying Stock Dip at Fastest Pace Since May [Yahoo/Reuters] China imports no US soybeans for second month, Brazil arrivals up 29% [Yahoo/Reuters] […]
[CNBC] Stocks rise with Nvidia earnings ahead, S&P 500 and Dow try to snap 4-day losing streak: Live updates [Yahoo/Reuters] Investors pull record $523 million from BlackRock’s flagship bitcoin ETF [Reuters] What Fed cut? US repo rates still high as liquidity tightens into year-end [CNBC] Mortgage rates hit highest level in a month, pushing loan […]
