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US markets steady as TSMC delivers record profit and investors await key economic data: Dow Jones, S&P, Nasdaq, Wall Street Futures
US stock futures traded close to flat on Thursday as investors weighed encouraging inflation data, a...
US Dollar: Losing more ground – ING
ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note the Dollar remains under ...
India Urges Shipowners to Avoid Deploying Nationals on Hormuz Voyages
India has advised ship owners and managers to avoid hiring Indian nationals on vessels they plan to ...
Does the Dow’s New Record Send the Strongest Signal Yet for Value Stocks?
Wall Street delivered one of its most unusual trading sessions of 2026. Yesterday, the Dow Jones Industrial Average climbed nearly 600 points, or 1.1%, to a record 52,900, while the Nasdaq-100 dropped ...
Recurve Capital’s Analysis on Carvana (CVNA)
Recurve Capital recently published its investor update for June 2026. A copy of the letter can be downloaded here. The portfolio underperformed significantly this year, largely due to Carvana, which s ...
He Predicted the Dot-com Bubble Burst. Now He's Saying SpaceX Could be a Fresh Warning Sign.
Jeremy Grantham famously called the Dot-com bubble's top, and he's increasingly worried about an AI bubble.
Intercontinental Exchange’s (ICE) Strategic Move in Predictive Markets
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its second quarter 2026 investor letter. In volatile market conditions, ...
Trump will never back a US AI regulator, says outgoing tech adviser
Sriram Krishnan tells the FT the president is against government intervention as AI backlash grows
Bank of Japan: Wage data backs rates hike path – Wells Fargo
Wells Fargo Economics expects Japan’s May labor cash earnings to confirm a sustained wage-price cycle, supporting Bank of Japan (BoJ) policy normalization.
Japan's Top Oil Refiner Eyes a Post-Hormuz Future
Japan’s biggest oil refiner, Eneos Holdings, will likely move to diversify its crude supply from a heavy dependence on the Middle East in the wake of the shock disruption of flows through the Strait o ...
AXT signs three-year supply agreement with Coherent
1 S&P 500 Stock with Competitive Advantages and 2 We Avoid
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some a ...
How Greg Abel Is Already Reshaping Berkshire Hathaway's Playbook
The new portfolio looks similar, but there are important differences.
Bank of England : DMP expectations and MPC stance – TD Securities
TD Securities strategists highlight that the June United Kingdom (UK) Decision Maker Panel (DMP) survey shows one‑year inflation expectations easing while three‑year expectations stay near 3%.