"We estimate that a one-month delay in the full ramp..." 

 

 

The U.S. Senate has passed a housing bill that includes a ban on a Federal Reserve-issued CBDC through 2030...

The speed of change, the scale of change, the value of change...is unlike anything we've seen before.

A glimpse into what awaits the country if Democratic leaders carry out their threat to take over the Supreme Court...

The problem is this has all been tried before, and Russia only escalates in turn...

Nobody is positioned for "slightly less" AI spending. Yet that may be the single most important risk in markets today.

Overall, this was a medicore auction which priced on the strong side but whose internals offset that strength, printing a bit weak. Not like any of that mattered for the bond market, however, with yields trading near session lows across the curve.

State-held Kuwait Petroleum Corporation (KPC) has issued a tender to sell naphtha cargoes to be picked up at Kuwaiti ports by buyers...

The problem is that “slightly less” is not embedded in anyone’s assumptions...

The clash comes as billions of dollars flow into the U.S. rare-earth industry amid efforts to reduce reliance on China, which continues to dominate global supply chains for the critical minerals...

Since QQQ's inception ('99), this is just the 5th time the QQQs gapped 2% when the day prior was within 2% of a 52wk high and the VIX was below 20.- BTIG

The world's biggest trade is finally showing signs of strain. Tech volatility is exploding, Korea's leverage-fueled AI boom is wobbling and key indices are testing important support levels.

... tragically, not one of his comedies.

Mortgage-backed securities are becoming a greater source of Treasury market volatility as artificial intelligence reduces the costs of mortgage refinancing...

...reinforces the market’s growing awareness that some of the recent upside was not purely discretionary fundamental buying, but was also being amplified by product structure and technical flow dynamics.

"... more price-sensitive consumers will have an opportunity to experience the power that wearables bring into their everyday lives."

“We’re going to be investing in American quantum leadership like never before to stay ahead of the pack,” says US President Donald Trump...

"Without the credible threat of force ..."