News Letter – ASAS Capital

Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash flow weighing...

Hot inflation and surging oil have revived expectations of a Fed rate hike, pushing the 10-year Treasury yield back above...

Bond yields climbed to multi-decade highs as oil stayed above $100 amid Gulf attacks and hurricane-related supply risks, stoking inflation...

Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment rate slashed...

Markets digest a hawkish Fed echo as 10‑year yields breach 5%, while oil’s wild ride driven by Hormuz tensions and...

A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears. Frontier AI’s...

Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first time since...

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