market news: macro

central bank decisions, rates, inflation and data releases, explained through their market impact.

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macro

S&P 500 extends its sixth-longest stretch without a fresh low

The S&P 500 has spent more than 1,000 sessions above its prior 52-week low, marking the sixth-longest run as a four-year advance persists.

S&P 500ModernaSandiskDell TechnologiesMicron TechnologyAdvanced Micro Devices
macro

Piper Sandler Cuts SL Green Realty Target to $64

Piper Sandler kept SL Green Realty at Overweight but reduced its share-price target from $79 to $64, according to Newsmetry API citing Benzinga.

SLGSL Green Realty
macro

TD Cowen Cuts Price Targets for Apollo and Blackstone

TD Cowen lowered Apollo Global Management’s target to $154 from $159 and Blackstone’s to $144 from $154 per share, Benzinga reports.

Apollo Global Management (APO)Blackstone (BX)
macro

Carlyle urges private credit to cap AI financing exposure

Carlyle warns that private credit could become too concentrated in AI infrastructure and recommends a 15% limit before the buildout expands further.

Private creditAI infrastructureAI data centersGPU financing