High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.
Dow Jones futures: Despite Friday's bounce, the stock market had a tough week amid $100 oil prices and surging Treasury yields. Apple, Moderna are buys.
Three catalysts, one reshuffling, and a Fed that refuses to move
Michael Reinking, Senior Market Strategist at the NYSE, recaps a week dominated by Treasury Secretary Bessent, whose doubled liquidity support buybacks reignited the debasement trade, sending gold back above 4,500 and triggering a massive crypto short squeeze that propelled Bitcoin up ~15% and Ethereum up 25%. Escalating Iran tensions pushed ICE Brent into the low 90s after a 60-day ceasefire expired, while equity markets drifted lower with the S&P 500 down ~1.5% as retail earnings disappointed broadly and healthcare surged nearly 4% on landmark cancer trial results from Merck and Moderna. Looking ahead, next week's PCE print, Nvidia earnings, and Fed Chair Warsh's first Jackson Hole speech are the marquee events to watch.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
