Five market themes: Trump ratings, AI costs and Amazon talks
Seeking Alpha highlights five market themes: Trump’s weak ratings, AI financing limits, Musk’s chip ambitions, the IMF outlook and Amazon’s Decart talks.
1 source · Seeking Alpha
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Seeking Alpha highlights five market themes: Trump’s weak ratings, AI financing limits, Musk’s chip ambitions, the IMF outlook and Amazon’s Decart talks.
1 source · Seeking Alpha
Indian shares fell as RBI support for the rupee was outweighed by high oil prices, a weak monsoon, foreign outflows and pressure on margins.
1 source · Reuters
Michael Burry said Fannie Mae and Freddie Mac face potential equity destruction from bearish chart signals and the risk of severe dilution.
1 source · Benzinga
U.S. stock futures were steady as Brent held above $100, while investors weighed geopolitics, inflation data, bank earnings and the Fed’s rate outlook.
1 source · Reuters
Standard Chartered now offers institutional custody for RLUSD on the XRP Ledger and is preparing a collateral arrangement with Ripple and LMAX Group for clients.
2 sources · Coinpedia, The Block
Asian diesel margins fell to just above $60 a barrel, while prompt timespreads moved into deeper backwardation amid expectations of higher supply.
1 source · Reuters
Gold pulled back from a one-week high as the dollar held firm. Investors await US inflation, PPI and retail-sales data for signals on the Fed’s policy path.
1 source · Reuters
Oil moved above $92.5 a barrel after fresh regional attacks. Persian Gulf shipments recovered to 17.5 million bpd, or about 98% of pre-war levels.
1 source · Trading Economics
Brent rose past $105.5 to a more-than-two-week high as Gulf and Yemen attacks heightened security concerns, despite relatively resilient regional exports.
1 source · Trading Economics
European stocks rose as banks led gains, oil eased on ceasefire hopes and investors turned to earnings, bond yields and ECB rate expectations.
1 source · Reuters
Brad Smith says artificial intelligence faces weaker safety requirements than milk and calls for independent assessments, emergency controls and mandatory incident reports.
2 sources · Reuters, Seeking Alpha
OPEC sees global oil demand expanding by 400,000 bpd in 2026, down from 1.4 million bpd at the year's start, with delayed demand due in 2027.
2 sources · Reuters
U.S. stock futures gained 0.2% before third-quarter earnings, inflation data and fresh developments involving technology and space companies.
1 source · Stocktwits
Lower oil prices supported markets, while investors turned to US inflation data and the start of a major corporate earnings season.
1 source · Reuters