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Ben Emons says hotter inflation, including renewed shelter pressures, could force the Federal Reserve to become more restrictive, with his model putting the odds of an October rate hike around 70%. He also breaks down turmoil in French bonds, where political and fiscal uncertainty is driving invest…
Jenny Kovacs returns to Crypto Corner and sits down with Adam Lynch of Charles Schwab to talk about the latest moves in Bitcoin and Ethereum. Though Bitcoin and Ethereum have pulled back from their recent rallies, Adam says that ETF inflows show a "much more constructive" picture compared…
Isaac Wakszol says hotter inflation and rising yields remain risks for markets, particularly for banks, leveraged companies and real estate. But he remains bullish on AI demand, arguing the selloff in names like Micron (MU) reflects growing competition rather than weakening demand, while ASML (ASML…
The U.S. housing market continues to be squeezed by growing pressures, seen in the latest MBA mortgage applications data. Overseas, China sees strength through a surge in exports. Sam Vadas takes investors through her top takeaways for Wednesday and what to watch for in Thursday's session, includin…
CoreWeave (CRWV) shares sunk as investors start to question the neocloud company's debt. Dell Technologies (DELL) had its worst trading day in a year after getting a downgrade. Bank of America (BAC) plunged on disappointing earnings and a $1.2 billion fine from the U.S. Treasury. Sam Vadas takes in…
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