Iran Conflict Is Tearing Up the Bond Market’s 2026 Playbook
(Bloomberg) — Even before last weekend, Pacific Investment Management Co.’s Daniel Ivascyn was preparing for turbulence. With AI-related…
The unexpected 92,000 drop in payrolls is a clue we might be reading the AI jobs narrative all wrong
The shocking news that U.S. payrolls dropped by 92,000 in February—market watchers were expecting a 50,000 gain—trained the…
Wall Street Grapples With New Risk: A European Buyers’ Strike
Photographer: Chris J. Ratcliffe/Bloomberg (Bloomberg) — US Commerce Secretary Howard Lutnick told the elites gathered in Davos that…
Aware Super CIO warns of ‘orange’ lights in AI financing as valuations soar
By Scott Murdoch SYDNEY, Dec 9 (Reuters) – The chief investment officer of Australian pension fund Aware Super…
Oracle bonds sell off as AI investment fuels investor concerns
By Matt Tracy (Reuters) -Oracle bonds have taken a hit in recent days following a report that the…
India might be the ‘perfect’ emerging market, strategist says
00:01 Speaker A US stocks have been on a tear as of late closing out their strongest third…
AI-Fixated Traders Pile Into Teradyne, Other Obscure Chip Stocks
With tech companies continuing to boost AI spending, the valuation of many chipmakers are increasingly expensive. (Bloomberg) —…