An assertive dovish turn from the Fed would definitively end the market’s long-held habit of expecting forward guidance on monetary policy, while taming speculation and, possibly, inflation.

"We continue to see the strong adoption of AI glasses and the growth opportunity ..." 

High-tech developers and hyperscalers are financing a nuclear renaissance and will mass-produce portable reactors. Not next decade. Next year.

Going forward, the debate increasingly shifts from who still needs to sell to whether fundamentals can reassert themselves...

Invoking the 5th...

One of the fastest AI deleveraging events in recent memory has reset positioning, crushed momentum and pushed SOX back to its 100-day moving average. Is it finally becoming dangerous to stay bearish?

...arguing in the petition that the federal government - not Trump personally - should be the defendant in the case that led to an $83.3 million verdict against Trump.

“It’s really rare to have the market split just hours ahead of a Fed decision. That means some investors will necessarily be hurt. A hike could have harsh consequences on equities if it announces a fresh cycle.”

Trump signed the order in March...

AI = Always Issuing. And do not forget those $1.3 trillion in lease obligations.

UAE bond sales lead the way amid war backdrop...

" ... more critical to the debate will be the extent to which the ongoing lack of growth in China may also reflect the group restricting the supply of some products in that market." 

 

"Farmers are saying it's the largest crisis..." 

Zelensky said being the first foreign leader to meet Burnham was "an important signal of support"...

"memory names have now seen the largest net selling since this trade first gained popularity." - Goldman Prime Brokerage.

Could the market’s relative lethargy reflect the typical midterm election pattern beginning to emerge?

Crude futures are firmer after gapping higher overnight on escalating geopolitics, with Iran striking a US base in Jordan and subsequent US-Saudi strikes on Iranian-backed militia.

Shia militants in Iraq meanwhile target Saudi Arabia for 2nd straight day...

10 charts the bears don't want you to see.

Do they not have bins?