Tag Archives: AI
S&P 500 edges higher to record as AI-led tech surge offsets Romania drone risk and hedging debate
S&P 500 hits record, AI-led surge lifts Dell/NetApp; momentum fades as geopolitical risks grow, hedges favored.
US Equity Futures Edge Higher on Iran Ceasefire Talks, Dell Rally Fuels AI Optimism
US stock futures edge higher on Iran ceasefire hopes; volatility falls, oil weakens, AI-led tech rallies.
Musalem warns inflation still elevated, questions AI productivity offset as markets reprice for higher rates
Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger
John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.
BNP Paribas Sees US Productivity, More Than AI, Powering Growth and Backing a Strong Dollar
BNP Paribas says US growth since 2022 is driven by productivity gains, with AI supportive long-term.
Goolsbee warns productivity hype and oil shocks could force higher rates as dollar firms
Goolsbee warns supply and oil shocks, plus AI productivity hype, may fuel inflation, forcing higher rates.
Fed’s Cook backs steady rates, flags inflation upside risks and AI-led labour market uncertainty
Fed’s Cook urges steady rates; inflation risks persist; hikes possible, cuts if jobs weaken; volatility trades favored.
Tech rally powers US and Asian equities as oil falls, bonds firm and UK energy cap rises
Tech-led equities rally hit records as oil fell; Asia followed; bonds firmed; traders eye tech calls, oil hedges.
E-mini Nasdaq leads as S&P eyes record retest and Dow pullback tests support levels
Nasdaq leads after breakout; S&P holds 7530/20 support targeting 7590/95; Dow weakens, tighten risk levels.
Asian shares diverge as South Korean chip rally offsets weaker China amid US-Iran tensions
Asian stocks mixed; Korea chips surged, China slipped; US–Iran tensions stirred volatility and oil hedging.
