China Slaps Provisional Duties on EU Dairy Imports
Tariffs of 21.9% to 42.7% deepen the EV-linked trade spat, pressuring EU exporters and aiding Chinese producers.
2 min read
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Fresh coverage on the economy, markets, and the forces moving money.
Big Tech and AI Bid Lifts S&P 500, VIX Falls
Stocks rose as semis and AI infrastructure rebounded, with broad sector gains and subdued volatility.
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Fed’s Miran Signals Cut Debate as Year-End Data Looms
Miran downplayed inflation distortions and urged further easing as markets watch delayed GDP and PCE prints.
2 min read
Thin Holiday Liquidity Puts AI Megacaps Back in Control
Futures ticked higher as cooler inflation revived 2026 easing bets, lifting tech while breadth stays fragile.
2 min read
Shutdown-Delayed Data Tests Soft-Landing Outlook Ahead of 2026
Late GDP and factory data force markets to weigh cooling hiring against steady growth and easing inflation.
2 min read
Treasury Yields Edge Higher Ahead of Heavy Pre-Christmas Auctions
Thin holiday liquidity spotlights $183 billion of 2-, 5- and 7-year supply and the delayed Q3 GDP read.
2 min read
Nvidia
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Nvidia: The anatomy of a once-in-a-generation company
Nvidia — Q3 FY2026 highlights * Nvidia’s stock has risen nearly nine-fold since early 2023, reflecting investor confidence in its AI-chip-driven growth. * In Q3 FY2026, Nvidia recorded revenue of $57B (+62%
1 min read
Jobless Claims Fall, but Continuing Claims Signal Labor Strain
Initial claims dropped to 224,000, yet rising continuing claims and 4.6% unemployment could sway Fed easing.
2 min read
BOJ Raises Rate to 0.75% as 10-Year JGB Tops 2%
The BOJ’s 25-bp hike pushed yields and weakened the yen, highlighting normalization amid fragile growth.
2 min read