Business

But you need to know whether you own a steady carry engine or a lottery ticket with a Bloomberg terminal. I think this note is…
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Micron () earnings came in 22.5% higher than forecast, up 206% q-o-q, +1,315% y-o-y. Revenue was up 116% q-o-q, +270% y-o-y. These were…
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For now, AI bulls are betting that earnings can outrun the tightening cycle. The dollar, from a historical perspective, says they can…
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In 1891, at 14 years old, with nothing but the clothes on his back, Jesse Livermore left his family and headed to Boston. He quickly…
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The spark is Korea, where and have fallen more than 10% amid reports that AI-memory expansion may be slowing and capital allocation is…
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falls amid global tech rout. below 1.3250 on UK politics, PMIs up next.DAX Falls Amid Global Tech RoutEuropean stocks are falling…
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The U.S. remains an economic oasis and is the primary driver of worldwide economic growth. As an example, in May, U.S. surged 0.9%,…
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The problem is that leverage cannot be measured by a single clean dashboard.Takeaway• Leverage is rising across margin accounts,…
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US-Iran Truce Holds for Now It has been quite the week, with the market’s key narrative centred on the signing of the US-Iran peace…
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Weak Jobs Turnover Points to Slowing Wage Growth Source: Macrobond, ING Disinflation Will Increasingly Be the Theme to Watch On…
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