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US Dollar: Jackson Hole scenarios shape FX risk – MUFG
MUFG’s Derek Halpenny and Abdul-Ahad Lockhart argue that Jackson Hole only becomes a significant FX ...
How Bank of America and three other lenders could win big from Scott Bessent’s and Kevin Warsh’s bond-market mechanations
It looks like Federal Reserve Chair Kevin Warsh and Treasury Secretary Scott Bessent are acting in a...
Gold awaits Jackson Hole: All eyes on Fed policy signals
Gold stabilised around 4,600 USD per ounce on Friday, poised to close the week largely unchanged. In...
2 Reasons to Like CL (and 1 Not So Much)
Colgate-Palmolive trades at $92.24 and has moved in lockstep with the market. Its shares have returned 11.2% over the last six months while the S&P 500 has gained 8.4%.
Nissan Motor competes in Formula E in China as it looks to boost its presence
Chinese Yuan: Stronger fix guides gradual RMB gains – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong highlight that USD/CNH dipped after a stronger USD/CNY fix below 6.80, the first such level since February 2023. They read this as policymakers bein ...
Meta and Amazon are leading a trillion-dollar Big Tech spending spree
As the cost of AI infrastructure continues to increase, Morgan Stanley says Big Tech capital expenditures are on track to hit new records.
Eaton Stock Trades Near 52-Week High: More Upside Potential Left?
Eaton trades near its 52-week high as data center demand, acquisitions and growth investments support upside, though its valuation calls for patience.
United States Dollar Index rises as Waller puts July Fed rate hike in play, CPI awaited
The US Dollar Index (DXY) regains momentum on Monday after hawkish remarks from Federal Reserve (Fed) Governor Christopher Waller boosted expectations of an interest rate hike as early as this month.
Bloom Energy Gains 12% in 3 Months: Add the Stock for More Returns?
Bloom Energy's 12% gain in three months, AI data-center demand and robust growth forecasts offset concerns over its premium valuation.
Singapore Dollar: Downside bias within established range against US Dollar – UOB
UOB’s Quek Ser Leang and Lee Sue Ann note that USD/SGD opened stronger after a quiet prior session, with upward momentum tentatively building but still facing resistance around 1.2945–1.2955. For the ...
EU Drops Sanctions on Lukoil Founder and Russian Patriarch
The European Union will not impose sanctions on the head of the Russian Orthodox Church and the chief of Russia’s largest private oil company, after Bulgaria vetoed the proposal. Patriarch Kirill, a v ...
Wall Street's Earnings Expectations Are Sky High
Investor expectations are high heading into the earnings season, leaving lots of room for disappointment. Consensus estimates signal S&P 500 earnings to grow 22% from the year-ago period, that’s afte ...
Low expectations, North American production set automakers/suppliers up for strong Q2 -- Citi
AMLP vs ICLN: Are High Yield MLPs or Clean Energy Growth Stocks the Better Buy in 2026?
AMLP's 7.7% dividend yield dwarfs ICLN's 0.94%, but ICLN surged 44% in one year versus AMLP's 15%. Which energy bet fits your portfolio?