AI 'Broadcom' top confirmed / SOXX sharply down, KOSPI, CoreWeave bond / UST yields back to Oct lows! USD peak

Markets : Anthropic results may aid IPO but not AI trade, #JPY BOJ's Koeda warns against being overly cautious on rate hikes >>> Oct hike odds jumped after the CPI data, but comments from Fed officials including Michelle Bowman and Mary Daly that the central bank could wait tempered pricing, leaving markets expecting a hold on October 28 as producer prices, retail sales and a speech from Chair Kevin Warsh loom >>> after hot U.S CPI, UST yields peaked (BONDS oversold), dropped to lowest levels this month...!.. USD peak probably (overbought-stalling momentum) confirmed (in short-term), GOLD held well, as market is finally/suddenly pricing in some 'recession' risk rather than rate risk..
Diesel squeeze set to last well into 2027 as Iran war disrupts supply, IEA says
G20 finance chiefs to forgo joint statement as Bessent skips Bangkok meeting
UBS Ermotti ultra-tough: Wall Street Journal brings US merger
EU leaders are reportedly discussing "more limits" on Chinese goods after the hybrid car deal
Meloni lays out Italy’s vision for a stronger Europe: Security, competitiveness and strategic autonomy
Barchart on X: "Semiconductor Stocks $SOXX are getting hammered in after hours and on track for their 8th consecutive red day, which would be their longest losing streak in 16 years 📉 📉 https://t.co/6s15kvW4O1" / X
Barchart on X: "Small Cap Stocks $IWM have entered a technical correction after falling more than 10% from their August all-time high 🚨 https://t.co/pisVwZdJTg" / X
...(doubt it will happen, probably the usual threats to Swiss government,..let's see)
.png)
Comments