Amazon, Alphabet and Microsoft face a trillion-dollar AI test. Can soaring cloud demand and record infrastructure spending ...
Anthropic filed its S-1 IPO prospectus yesterday, October 26, putting numbers behind what we already know about AI: demand is ...
The S&P 500 expiry holding the Fed decision prices 0.60%, below Thursday and Friday, while implied correlation holds at the ...
VIX 17.52 | VIX FUTURES: 19.000 (Nov) | TERM STRUCTURE: CONTANGO | SKEW: ELEVATED (149.22) | MARKET REGIME: TRANSITIONING | ...
FOMC – a modest dovish surprise The US dollar weakened slightly and the US Treasury yield curve steepened late Wednesday in the wake of the FOMC statement release and Warsh press conference, with the ...
Microsoft fell after five of its last eight reports, yet its biggest move went up. Two mirror-image spreads show which way ...
AI jitters weigh on copper, Middle East tensions lift oil, and gold struggles as commodities diverge, while supply risks ...
US spot bitcoin funds recorded net outflows of about USD 773m across 22 and 23 October, ending a three-day run of inflows, ...
The average US 30-year fixed mortgage rate fell 9 bps to 7.41% in the week to October 16, 2026, its first decline in 11 weeks ...
Friday’s S&P 500 expiry lost 16 points of premium beyond decay in a session, while implied correlation came off the highest ...
For the last two central banks, the market is looking for a pause in the hiking cycle and guidance on what the December ...
Implied correlation closed at a four-month high while dispersion held its median, before a Fed decision and three of the ...
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