Intertwined markets and upcoming earnings

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)Show NotesThe 20 stocks hedge funds love the mostTime to stop treating AI as ...  Show more

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04) Episode transcripts seekingalpha.c ...  Show more

US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ...  Show more

Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ...  Show more

marked a second consecutive pause following eight hikes since last year. In the US, data was mixed: inflation remains sticky but isn’t accelerating, and jobless claims unexpectedly surged. These developments have reinforced expectations of a Federal Reserve rate cut next week. As ...  Show more

Stocks bouncing back after Friday’s sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today’s rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for ...