top of page

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

sc0172
3 hours ago
2 min read
  • 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













...(doubt it will happen, probably the usual threats to Swiss government,..let's see)


























 
 
 

Comments


bottom of page