Investors turn to private economic data

Anthropic is targeting a valuation of $1.4tn in its initial public offering, stronger than expected inflation data sparked fresh bets that the Federal Reserve will increase interest rates next month, and France is pressing Germany to define how it would use long-range missiles in ...  Show more

Nvidia shares tumbled after the company’s board said it would investigate reports that chief executive Jensen Huang was the target of a foreign espionage operation, investors are buying up stocks they believe can protect them in a market downturn, and BT will not launch its partn ...  Show more

Send us Fan MailDollar slides as data offer little respite to concerned investors. NFP to accelerate somewhat, but PMI surveys pose downside risks. S&P 500 and Dow Jones end in red ahead of the job numbers. Gold rebounds, approaches record high; oil stabilizes.Risk Warning: Our s ...  Show more

The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop believing that government dysfunction won’t hurt their portfolios, or will something ...  Show more

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).Show Notes:Crypto stocks trade lower amid ...  Show more