Tech stocks rally on AI boom even as yields rise, dollar steady

Tech stocks rally on AI boom even as yields r...

Up next

Dollar and stocks rebound as Trump drops Greenland threats

Send us a textTrump rules out military action over Greenland, drops tariffs. Dollar rebounds, risk-linked aussie and kiwi rally. Yen falls as BoJ commences two-day monetary policy meeting. Wall Street rebounds, gold retreats after hitting new record high.Risk Warning: Our service ...  Show more

Risk appetite hangs in the balance amidst Trump’s speech

Send us a textRisk asset recovery attempt hinges on Trump’s speech and the US Treasury 20-year auction. A conciliatory tone from Trump might please markets but will Europeans be satisfied? US Supreme Court to hear arguments on the Fed’s Cook firing today. Japanese bond yields dro ...  Show more

Recommended Episodes

Economic stimulus from China boosts equities
Moving Markets

After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cu ...

  Show more

MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
Market Maker

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022


We discuss the market fa ...

  Show more

MM107: Nasdaq 100 moves back into a bull market!
Market Maker

The Nasdaq 100 Index surged into a new bull market Wednesday for the first time in nearly three years.


Technology stocks have outperformed this year as investors speculate that weakening economic data and the risk of a recession, heightened by recent bank stresses, m ...

  Show more

There's No Bull Case For Risk Assets
The Macro Trading Floor

On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be a ...  Show more