Articles tagging "US Federal Reserve": Page 3
Hormuz Talks Move Risk Beyond Oil

Hormuz Talks Move Risk Beyond Oil
— Margin Notes: 2026-08-26

Iran and Oman are discussing an interim reopening of the Strait of Hormuz, and Brent crude fell 1.93% to $85.59 as traders marked down the immediate chance of a prolonged supply shock....

The Debasement Trade's New Guard

The Debasement Trade's New Guard
— Margin Notes: 2026-08-24

Institutional capital is no longer waiting for the US government to fix its bond market; it is simply betting against the attempt. While Treasury Secretary Scott Bessent's $4 billion buyback was...

Bessent Buys Time, Markets Spend It

Bessent Buys Time, Markets Spend It
— Margin Notes: 2026-08-20

Treasury Secretary Scott Bessent’s bond-buying initiative helped hold the US 10-year Treasury yield near 4.65%, while the S&P 500 gained 0.21%. The immediate result was familiar enough: bonds...

Nvidia’s Selloff Tests Which Stories Still Get Funded

Nvidia’s Selloff Tests Which Stories Still Get Funded
— Margin Notes: 2026-08-19

Nvidia fell 2.34% to $219.74, helping drag the Nasdaq down 1.33% as investors became less willing to treat every AI infrastructure project as an automatic winner....

US Treasuries Raise the Bar for Risk

US Treasuries Raise the Bar for Risk
— Margin Notes: 2026-08-18

The US 10-year Treasury yield reached 4.74% while the S&P 500 fell 0.52%, putting the day’s central argument in plain view: growth can still attract capital, but it no longer gets a free pass from...

Goldman Sachs Finds Easier Money Still Has a Bill

Goldman Sachs Finds Easier Money Still Has a Bill
— Margin Notes: 2026-08-17

Goldman Sachs said markets are too aggressive in betting on further US Federal Reserve rate increases, while emerging-market currencies climbed to records as those expectations softened....

Japan's Yen Signal Tests a Rally Built on Cheaper Money

Japan's Yen Signal Tests a Rally Built on Cheaper Money
— Margin Notes: 2026-08-13

Oil traded at $83.06 on Thursday after President Donald Trump returned to economic pressure on Iran, while negotiations remained frozen and Tehran adopted a more aggressive military stance....

TSMC's 45% Surge Raises the Market's Hurdle

TSMC's 45% Surge Raises the Market's Hurdle
— Margin Notes: 2026-08-10

TSMC reported a 45% rise in sales as demand for advanced AI hardware stayed strong, giving the technology trade something more useful than another optimistic forecast....

Trump's Fed Calls Test 4.67% Credibility

Trump's Fed Calls Test 4.67% Credibility
— Margin Notes: 2026-08-07

Crude oil rose 0.88% to $77.97 as Iran sought limits on US and Israeli shipping through the Strait of Hormuz, leaving the proposed agreement with Oman short of an operating guarantee....

Palantir’s Rally Meets Bitcoin’s Custody Test

Palantir’s Rally Meets Bitcoin’s Custody Test
— Margin Notes: 2026-08-05

Crude oil settled at $75.27 after President Donald Trump said US-Iran negotiations were progressing, while the S&P 500 rose 1.79% to 7,736.52. Diplomatic progress has taken some heat out of the...

Five Ships, 4.68%, and a Selective Rally

Five Ships, 4.68%, and a Selective Rally
— Margin Notes: 2026-08-04

Five ships crossed the Strait of Hormuz, down 99 from the previous count, as attacks pushed the world’s most important energy passage toward operational paralysis....

A $165 Million Transfer Meets 4.69%

A $165 Million Transfer Meets 4.69%
— Margin Notes: 2026-08-03

Crude oil fell 6.57% to $79.11 after President Donald Trump said US-Iran talks would begin Monday, reversing much of the supply-risk premium built into energy markets last week....