NVDA + AI CapEx trade vs bond market remains durable theme...
PremiumMarkets found some stability during the US afternoon session with semis reversing back into the green, only to fade later into the close, but are accelerating in the overnight session with NVDA tonight clearly the main event of the week and should anchor the session as long as rates are mildly stable.Oil Impact
...0-DTE traders putting lipstick on pigs as bond bulls bail...
...the local AI tension is about balancing robust fundamentals versus challenging technicals
“Stagflation risk has gone up significantly. When we’re talking about increased inflation and falling growth, in that…
...bonds worst week in 13 months, oil near war highs, dollar ripped, stocks finally stagger...
The 30-year Treasury yield hit 5.18%, raising fears that rising rates could become a bigger threat to AI, tech stocks than Nvidia…
A day of drift - stocks lower and bond yields higher - was the hallmark of global markets on Wednesday as investors, in the…
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