A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery after the Supreme Court struck down sweeping global tariffs, lifting the Nasdaq to its first positive week since January.
However, the full impact of the ruling which may prove more nuanced, plus a divided Fed, sticky core PCE, and emerging private credit liquidity concerns keep the macro outlook unsettled.
U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…
Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…
Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…
