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The October meeting carries no new Fed projections, and the week ahead carries no price data. Treasury sells the exact part of the curve that repriced. Jefferson talks plumbing, Barr talks housing, and Costco reports on fuel Thursday night....
A 12-0 quarter point, and thirty-year yields still ended the week lower. Airlines cut December flights with full planes. J.B. Hunt cut guidance on diesel. Chips finished higher than they started. And nobody agrees on October or December.
M...
Enterprise buyers at Dreamforce said last year's AI is enough. Meta needs 115M subscribers from a public that doesn't trust it. Anthropic built a wet lab while warning about bioweapons.
MARKET PULSE
Buffett Stepped Down. Bitcoin Crossed $...
Container rates are within striking distance of the pandemic record. Three researchers used Claude to access OpenAI's source code. Prices are 27% above January 2021 with weeks to the midterms.
MARKET PULSE
Two Central Banks Hiked. Neither...
Hormuz has been effectively shut for 200 days. Lennar cut its delivery outlook with earnings near half last year. CoreWeave raised debt and equity on the same day. The SEC opened tokenized stocks two days after Congress failed.
MARKET PULS...
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