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Nvidia Stock at Record Highs: Why Its Biggest Customers Are the Real Test
Nvidia Stock at Record Highs: Why Its Biggest Customers Are the Real Test
2026-05-14
Nvidia stock is at record highs, but Big Tech customer spending, cash flow, margins, and AI demand quality will decide whether the rally holds.
US Inflation Looks Like an Oil Shock. The Risk Is That It Stops Being One
US Inflation Looks Like an Oil Shock. The Risk Is That It Stops Being One
2026-05-13
US inflation looks energy-led, but core prices, corporate margins, and Fed credibility suggest markets may be misreading the shock.
U.S. Consumer Price Index (CPI) for April 2026 -  Previous: 3.3% Forecast: 3.7%
U.S. Consumer Price Index (CPI) for April 2026 -  Previous: 3.3% Forecast: 3.7%
2026-05-12
US April CPI is forecast to rise to 3.7% as the Iran war drives energy prices higher, increasing inflation pressure and complicating the Fed's policy outlook.
The Sulfur Pincer: How One Chemical Is Squeezing Copper, Fertilizer and Food Security
The Sulfur Pincer: How One Chemical Is Squeezing Copper, Fertilizer and Food Security
2026-05-12
Sulfuric acid stress is reshaping copper, fertilizer and food-security risk as supply constraints expose a hidden market pincer.
The First U.S. Presidential Visit to China in 9 Years. The Impact Goes Far Beyond Any Trade Deal
The First U.S. Presidential Visit to China in 9 Years. The Impact Goes Far Beyond Any Trade Deal
2026-05-12
Trump arrives in Beijing May 13 for the first US presidential visit to China in nine years. The economic stakes go well beyond tariffs.
Missing Out on Asia’s AI Chip Boom?
Missing Out on Asia’s AI Chip Boom?
2026-05-12
How Asia’s AI chip boom is linking Korea, Japan, TSMC, and US tech through memory demand, foundry capacity, yen moves, export risks, and earnings signals.
From Ally to Target: How U.S. Tariffs on Europe, Japan, and Canada Are Fracturing the Western Alliance
From Ally to Target: How U.S. Tariffs on Europe, Japan, and Canada Are Fracturing the Western Alliance
2026-05-11
US tariffs raised the average rate from 3% to over 18%, hitting allies alongside rivals. Europe, Japan, and Canada are diversifying trade ties.
Non-Farm Payrolls (NFP) Employment for April 2026 - Previous: 178k Forecast: 60k
Non-Farm Payrolls (NFP) Employment for April 2026 - Previous: 178k Forecast: 60k
2026-05-08
US April nonfarm payrolls are forecast at 60k after March's 178k gain, while slowing wage growth and volatile BLS data cloud the labour market outlook.
U.S. ADP Employment Report for April 2026 - Previous: 62k Forecast: 99k
U.S. ADP Employment Report for April 2026 - Previous: 62k Forecast: 99k
2026-05-06
ADP said March payrolls rose 62K, beating the 39K forecast. Wage growth stayed firm, with job changers' pay up 6.6% year-on-year.
The US Sanctions Paradox: How Punishing Enemies Is Pushing Allies Away From the Dollar
The US Sanctions Paradox: How Punishing Enemies Is Pushing Allies Away From the Dollar
2026-05-05
Every time the US weaponizes the dollar, allies build alternatives. The reserve share fell from 72% to 57%. The shift is accelerating.
Market Breadth Explained: What’s Driving the S&P 500?
Market Breadth Explained: What’s Driving the S&P 500?
2026-05-05
How market breadth helps traders see whether the S&P 500 rally is broadly supported or driven mainly by a few dominant stocks.
The U.S. Leads the World in Helium. It Still Wasn’t Ready for an AI Supply Shock
The U.S. Leads the World in Helium. It Still Wasn’t Ready for an AI Supply Shock
2026-05-04
U.S. helium leadership failed to prevent an AI chip supply shock, exposing risks in logistics, storage, policy, and critical gas strategy.
U.S. Core PCE Price Index March 2026 - Previous: 3% Forecast: 3.2%
U.S. Core PCE Price Index March 2026 - Previous: 3% Forecast: 3.2%
2026-04-30
March core PCE is seen at 3.2%, above target. Rising costs hit sentiment, while inflation expectations climbed to 4.7%, clouding the outlook.
Are You Caught in the Yield Trap? How to Spot Sector Rotation Early
Are You Caught in the Yield Trap? How to Spot Sector Rotation Early
2026-04-30
Rising yields can reshape equity leadership, pressuring long-duration growth while pushing traders to watch value, cash flow, real yields, and the dollar.
How the War Rewired Latin American FX
How the War Rewired Latin American FX
2026-04-30
How war reshaped Latin American currencies, lifting Brazil through oil and trade flows while exposing fuel strain, policy rifts, and regional splits.