Trade Secrets
Trade Secrets
US Stocks open mixed as Dell's extraordinary earnings triple — adjusted EPS of $7.04 versus the $4.91 estimate on revenue up nearly 60% year-on-year — collides with the weakest ADP private payroll print since January
Trade Secrets
US Stocks open September under pressure as two oil tankers — one Saudi, one South Korean-owned — were struck by projectiles in the Strait of Hormuz overnight in the latest sign the six-month Iran war is locked in an unbreakable stalemate
Trade Secrets
US Stocks open lower to close out August as Warsh's unexpectedly hawkish Jackson Hole debut pushes September rate hike odds above 60%, oil surges back above $90 on renewed US-Iran strikes, and gold slides $50
Trade Secrets
I hope you’ve had a chance to see Warsh’s speech at Jackson Hole. After all, it was his first as Fed chairman. A lot of people view it as a waste of time, but I find the Fed fascinating.
Trade Secrets
US Stocks open split to close out the week as Wall Street holds its breath for Fed Chair Kevin Warsh's 10:00 a.m. ET Jackson Hole keynote — his first as chair and the most anticipated Fed speech since Warsh took over in June
Trade Secrets
The US Treasury announced an expansion of its liquidity support buyback operations for longer-dated securities, doubling the programme from $2 billion to at least $4 billion.
Trade Secrets
US Stocks open broadly higher as Nvidia's 15th consecutive earnings beat — revenue of $96.2 billion up 106% year-on-year and fiscal 2028 guidance implying 70% growth — reignites the AI trade and pushes Nasdaq-100 futures up 0.9%
Trade Secrets
US Stocks open flat to modestly lower on the most consequential session of the summer as July PCE inflation comes in sticky — headline rising 3.7% year-over-year, core holding steady at 3.3%
Trade Secrets
US Stocks open higher as chip stocks rally into Nvidia's earnings eve, oil drops more than 3% to a one-week low, and yields pull back — even as Canada's tit-for-tat 50% tariff retaliation
Trade Secrets
US Stocks open near flat as investors hold their breath ahead of the most consequential earnings triple-header of the summer — Alphabet, Tesla, and IBM all report after the close today
