PPI at 6.5% Signals Stocks and Bonds See Different Realities
With the 10-year Treasury near 5.15% and December hike odds near 90%, the S&P 500 at 7,561 looks priced for a world the bond market has already left behind.
With the 10-year Treasury near 5.15% and December hike odds near 90%, the S&P 500 at 7,561 looks priced for a world the bond market has already left behind.
With 24% revenue growth, raised guidance, and service-provider and cloud orders up 47%, Cisco is no longer the slow-growth dividend stock the market still prices it as.
With the board weighing Jensen Huang’s future and prediction markets at about 80% odds of his removal, the governance hole beneath him is deeper than investors realize.
With $4,000 gone and a December hike priced in, $3,950 separates a bounce from a deeper slide.
Revenue rose 11.4% and guidance was upgraded, but the dividend’s safety ultimately depends on whether Germany stops destroying value.
With the 30-year Treasury near 5.3%, European insurers are reinvesting at yields unseen in two decades. Allianz reports Nov. 12.
Post-election volatility ran from 16.61 to 28.18. Here is what that range tells active traders about where risk actually sits.
U.S. allies are bracing for possible post-election action on Iran. Brent near $118 has airlines under pressure, and energy is the clearest trade in the market right now.
A single session drained $643 million from US spot bitcoin funds, reversing four days of inflows as crypto sold off with Nasdaq tech.
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.