Nvidia’s earnings release and persistent inflation fears kept...
Nvidia’s earnings release and persistent inflation fears kept investors on edge early in the week, as long‑dated Treasuries sold off and rate expectations moved higher.
Key Shifts You Can't Miss
Nvidia’s earnings release and persistent inflation fears kept investors on edge early in the week, as long‑dated Treasuries sold off and rate expectations moved higher. With Kevin Warsh now sworn in as Fed chair and inheriting a divided committee, uncertainty around...
Heading into summer, all eyes stay on the data: fresh inflation and jobs numbers will either harden or soften the higher‑for‑longer story. Markets will also be tracking...
US equities started the week on the back foot, as investors once again treated Nvidia’s (NVDA) earnings as a de facto referendum on the entire AI trade. Ahead of the report, positioning was cut across megacap growth and AI-driven names, repeating the de‑risking pattern we’ve seen around the company’s recent earnings cycles. Despite pre-earnings trepidation...
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