The Market Screener
The Market Screener offers an audio version of the daily Wall Street column from Marketscreener, providing a morning update on financial markets as the stock exchange opens. It covers market trends, key indices, and economic indicators to help listeners gauge the day's trading sentiment. The podcast is hosted by Audiomeans and aims to deliver concise market analysis for investors and finance enthusiasts.
Episodes
Out With the New, in With the Old
As i mentioned in a previous column, Wall Street has embraced the idea that high interest rates are a sign of economic strength - after spending months complaining about them. However, this assumption could be questioned if today's inflation report shows that prices continue to increase. Meanwhile, earnings season is picking up pace, and the old economy is striking back.Hosted by Audiomeans. Visit
Wall Street Says: Gimme More
The market's main sources of optimism, AI and corporate earnings, are being seriously tested. An AI selloff is spreading from Asia to Europe and to the US, while strong bank earnings fail to generate much enthusiasm.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Optimism Knows No Bounds
Wall Street has convinced itself that sky-high interest rates are actually good news. Has investor optimism turned into outright delusion? This week's earnings and inflation figures will put that theory to the test, while soaring oil prices and geopolitical tensions threaten to bring investors crashing back to reality.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more
Wall Street Is Getting Picky
This morning, a number of stocks are pulling back from yesterday's selloff, while others are struggling for reasons that have nothing to do with the general market performance. It looks like the party is over, with companies now having to show that their ambitions can withstand a meeting with financial reality.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more informat
Oil Is Coming for Wall Street
Wall Street has spent weeks defying expectations, with stocks climbing despite punishing borrowing costs. But the real threat may be coming from oil. A barrel is back above $105 today as tensions escalate, and if prices keep rising, Wall Street's remarkable resilience could finally crack.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The Rally Is Getting Lonely
Wall Street is breaking records, but the celebrations are becoming more and more exclusive. The large companies are making a profit, which is sufficient to ignore the harsh bond yields. But smaller stocks, long-duration assets and highly indebted businesses are being left behind. Can an index remain this healthy when so much of what lies beneath it is not?Hosted by Audiomeans. Visit audiomeans.fr/
Stocks Are Testing the Bond Market
Wall Street seems to be getting its groove back today: oil prices are dropping, Treasury yields have pulled back, albeit slightly, from their most recent highs, and the artificial-intelligence sector is still strong enough to drive the Nasdaq to record levels. Stocks and bond yields are still climbing in tandem, supported by the strength of the US economy.Hosted by Audiomeans. Visit audiomeans.fr/
Wall Street Faces a Political Stress Test
This week, the most important question for the markets is whether the U.S. economy is becoming weak enough to relieve some pressure on the Fed without causing serious harm to corporate profits. Friday's jobs report changed that debate a lot. Meanwhile, political risk is becoming a major market force.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Weak Jobs Lead to Stronger Stocks
Growth has proved to be better than had been anticipated, but the most recent employment data shows that the labour market is not as strong as it seemed just a few hours ago.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Tech Bets the Economy Can Take It
Investors face a rather unusual situation at the start of October: the economy appears to be strong enough to underpin corporate profits, but at the same time, perhaps too strong to ease the burden of high borrowing costs.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The Data Just Got Messier
This morning, the Fed received a complicated set of U.S. economic data, which showed that inflation had been softer than expected but growth has been considerably stronger.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Stocks Defy the Pressure
With only two sessions left in September, a month investors tend to dislike, the S&P 500 is nearly back to where it was at the start of the month. It has still risen by 12.2% this year, an impressive performance given the challenges markets have faced.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Hormuz Keeps Markets Hostage
The economic calendar should usually be sufficient to keep investors occupied. On Wednesday the Federal Reserve's favored inflation indicator is released, with the September jobs report coming up on Friday. Together, these two figures should help establish whether or not the Fed really needs to increase rates again in October. Yet once again the markets are going through every calculation via the
AI Is Beating 5% Yields
Artificial intelligence is doing much of the heavy lifting right now. The Nasdaq 100 has gained more than 5% over the past month. The Russell 2000, home to smaller American companies that depend much more heavily on borrowing conditions and domestic demand, has fallen about 5%. That roughly 10-point gap over such a short period is uncommon.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-con
Good Growth, Expensive Money
The American economy keeps refusing to slow down, which would be easier to celebrate if borrowing money were getting cheaper. Instead, Thursday begins with the 30-year Treasury yield at its highest since 2004 and oil back above $100 a barrel. That is the uncomfortable backdrop to today's meeting between Donald Trump and Xi Jinping at the White House.Hosted by Audiomeans. Visit audiomeans.fr/politi
Wall Street's $100 Problem
Wall Street has been buying into two appealing ideas: AI will deliver extraordinary growth, and diplomacy will bring down energy costs. Wednesday is testing the second assumption. Oil is back above $100, Treasury yields are climbing, and the latest tech rally faces a familiar obstacle: expensive money.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Has Two Bets Today
Two possible diplomatic breakthroughs are competing for Wall Street attention on Tuesday. One could reopen the Strait of Hormuz and pull oil prices lower. The other could extend the fragile trade truce between the United States and China. Either would be welcome, although investors have learned to treat promising headlines involving Donald Trump as opening bids rather than final agreements.Hosted
Diplomacy Gives Markets a Lift
This week gives investors three things they have been waiting for: cheaper oil, calmer bonds, and a meeting between Donald Trump and Xi Jinping. None amounts to a breakthrough yet, but after several weeks dominated by war and inflation, even tentative diplomacy is enough to improve the mood.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Relief Has Limits
Central banks have reassured investors that they are still willing to fight inflation. Now the market must deal with the reason they had to prove it.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Rate Reckoning
Wall Street entered Wednesday battered by five declines in six sessions and facing a Fed decision that looks certain right up until it happens. A rate increase is largely priced in, but the harder questions are not: whether Kevin Warsh plans to keep tightening, whether the bond market will settle down, and how long expensive money can coexist with America's costly AI boom. Cheaper oil offered some
A 5% Treasury Yield Changes the Argument
The most important number in Tuesday's market is 5%. The yield on the 10-year Treasury crossed that threshold, reaching 5.041%, its highest level since 2007, before settling near 5.03%. That does more than make mortgages and corporate loans more expensive. It forces investors to reconsider how much they should pay for nearly everything.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confide
AI's Reality Check Arrives
Three central-bank decisions, oil above $108 a barrel and a sudden outbreak of caution among the most powerful figures in artificial intelligence will give investors plenty to digest this week. The economic calendar may be quiet on Monday, but the markets certainly are not.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Inflation Has Wall Street Cornered
Oil remains above $100, Treasury yields are flirting with 5%, and the Federal Reserve now looks increasingly likely to raise rates next week. August inflation data, released a few minutes ago, did nothing to ease the pressure: it actually gave policymakers more reasons to act.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Producer Prices Pour Fuel on the Fire
Scott Bessent's attempt to calm the bond market has so far produced an awkward result: borrowing costs have risen further. The Treasury secretary is effectively arguing that investors are charging the United States too much to borrow. Bondholders have reached a different conclusion. They see persistent budget deficits, a growing debt burden, stubborn inflation and an economy strong enough to toler
The Fed's September Squeeze
Oil is back above $100, turning an energy shock into an inflation threat, a bond-market headache and, increasingly, a political liability for the White House. Today's session is being shaped by the possibility that all three could get worse at once.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Oil Is Back in Charge
Brent crude is again flirting with $100 a barrel, forcing investors to confront a problem they thought would be contained by now. The war with Iran is entering its seventh month, inflation is still unsettled and the Federal Reserve may raise interest rates next week.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Jobs Complicate the Fed's Call
Christopher Waller bought investors some relief. America's labor market has now put it to the test.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Triple Squeeze
Six months into a conflict that was supposed to be brief, Iran is proving more durable than Washington's forecasts, oil is back near $95 and traders are betting on a Fed rate increase. Add jumpy bonds, a strengthening yen and an earnings season in which even Broadcom can disappoint, and Wall Street has plenty to worry about. Snowflake's surge at least gives investors a little hope.Hosted by Audiom
The Bond Market Tightens its Grip
The most important number in markets today is 4.8%. That's roughly where the 10-year Treasury yield stands after climbing to its highest level since November 2023. It is getting dangerously close to 5%, a psychological threshold that tends to unsettle investors.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Bonds spoil September's opening
The first trading day of September is delivering a blunt message: Governments, companies and investors all compete for the same money. When public borrowing becomes more expensive, almost everything else begins to look less attractive.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The Fed, Oil And A Difficult September
The first week of September will test whether the stock market's strong year can withstand a less friendly mix of inflation, higher interest rates and renewed conflict in the Middle East. Investors will also get a crucial U.S. jobs report and earnings from some of the biggest beneficiaries of the technology spending boom.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for mo
Warsh Takes the Stage
Friday's session opens in New York with some degree of tension. Kevin Warsh is about to remind them that even excellent companies such as Nvidia must live with interest rates.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Nvidia Delivers, Nasdaq Rebounds
Nvidia has once again given investors what they wanted: spectacular growth, a confident forecast and fresh evidence that demand for artificial-intelligence computing remains stronger than the industry's ability to supply it. The stock climbed as much as 7% before Thursday's opening bell, helping Nasdaq 100 futures rise roughly 0.9%, while S&P 500 futures gained 0.4%.Hosted by Audiomeans. Visit
Nvidia and Inflation Face the Market
Two events shape Wednesday's session. The first, the latest batch of economic data, has now delivered a mixed inflation reading. The second, Nvidia's results, comes after the closing bell. Can inflation ease without damaging growth? Can artificial intelligence keep producing the extraordinary expansion already reflected in technology valuations?Hosted by Audiomeans. Visit audiomeans.fr/politique-d
Wall Street Wants Receipts
Technology stocks are attempting to recover after Monday's semiconductor selloff, with Nvidia, Meta, Micron, Western Digital and Sandisk all gaining early in the session. But this is less a confident rebound than a cautious return to the scene of the accident. Investors are willing to buy the dip: they would simply like Nvidia to justify it first.Hosted by Audiomeans. Visit audiomeans.fr/politique
Wall Street's Three-Way Stress Test
Our daily Wall Street column is back after a short hiatus! The final week of August will test three of the market's strongest convictions: that Washington can contain the economic damage from Iran, that inflation will cool without a painful intervention from the Federal Reserve, and that artificial intelligence can justify the extraordinary sums being spent on it. Scott Bessent, Kevin Warsh and Nv
Wall Street's Dip Buyers Return
The technology trade is roaring back on Friday, but the rebound is becoming more selective. Amazon is surging after delivering the kind of growth investors wanted to see, while Apple is falling due to supply shortages.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
The Fed Gets a Better Inflation Number
Prices cooled in June, but weak growth and expensive oil leave the central bank with an unusually awkward choice.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Microsoft And Meta Face The Test
Oil is rising, Iran is back in the headlines, the Federal Reserve is preparing to announce its latest decision, and roughly 100 major American and European companies are reporting results. Microsoft and Meta Platforms report after Wednesday's close, followed later this week by Amazon and Apple. Their results will be judged less by headline revenue than by what their enormous AI budgets are produci
The Chips Are Down
Wall Street's artificial-intelligence boom has survived several scares since ChatGPT captured the public imagination in late 2022. Each time, investors decided that the rewards would justify almost any level of spending. Tuesday's session suggests that confidence is weakening again.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street : The Week Everything Reports
A pause in the war with Iran has pulled oil back from $100 a barrel just as the United States enters one of the busiest market weeks of the year. The Federal Reserve will decide on interest rates Wednesday, the government will publish its first estimate of second-quarter GDP, and roughly one-third of the S&P 500 will report earnings. The Bank of England and the Bank of Japan will also meet, be
Wall Street's Three-Front Squeeze
Oil slipping back below $100 a barrel is enough to make Friday look calmer. U.S. stocks are set to stabilize after Thursday's sharp technology selloff, with the Dow leading the tentative rebound and the S&P 500 edging higher. The Nasdaq is barely moving after suffering its worst session in a month. Investors are dealing with three separate problems at once: an expensive technology sector, anot
Brent at $100 Changes the Equation
Brent crude is once again flirting with $100 a barrel, and this time the threat is coming from both ends of the oil trade's most important corridor. Iran has already turned the Strait of Hormuz into a dangerous and unreliable passage. Now the Houthis are trying to do the same at Bab el-Mandeb, the narrow gateway linking the Red Sea to the Gulf of Aden.Hosted by Audiomeans. Visit audiomeans.fr/poli
Alphabet Takes the Hot Seat
Alphabet reports after the close, and investors want more than another confident presentation about artificial intelligence. They want stronger cloud revenue, clearer evidence of commercial returns and some reassurance that capital spending will not keep rising indefinitely. The company has been given plenty of room to invest. The market is now asking to see the results.Hosted by Audiomeans. Visit
Wall Street Bets on Two Fragile Rebounds
Wall Street entered Tuesday with two reasons for optimism, neither especially sturdy. Semiconductor stocks were extending their recovery from a brutal selloff, while mediators were trying to revive a ceasefire between the United States and Iran. The Nasdaq was set to benefit most from that combination, though oil's return to around $90 a barrel suggested that investors were hardly convinced the Mi
Wall Street's Patience Runs Thin
This week will test whether Wall Street's artificial-intelligence boom still has enough substance to support its enormous price tag. Alphabet's results on Wednesday will be the main event. Tesla, Intel, Texas Instruments, and IBM are also due to report. IBM enters the week under particular scrutiny after losing roughly a quarter of its value following a profit warning last week. Hosted b
AI's Blank Check Is Bouncing
The artificial-intelligence boom has reached an awkward stage. Companies are still spending extraordinary sums, chipmakers are still reporting strong demand, and the technology may still transform large parts of the economy. Yet investors want to know: Where are the returns?Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Soft Landing, Hard Selloff
Thursday's market offered investors two very different versions of the American economy. The first came from the economic data, which showed consumers still spending and employers reluctant to lay off workers. The second came from the semiconductor sector, where shares continued to swing as if the future of artificial intelligence had to be repriced every few hours.Hosted by Audiomeans. Visit audi
Another Softer Inflation Surprise for Wall Street
How much should investors celebrate cooler inflation when oil is climbing again and the Middle East is becoming more dangerous? For now, the answer appears to be: quite a lot.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
CPI Brings Relief, but Oil Is Back in Charge
For weeks, investors had learned to treat the conflict between the United States and Iran as dangerous background noise. Official statements were issued, contradicted and sometimes reversed before markets had time to react. That habit is now being tested.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Stress Test Arrives
The coming week will test whether Wall Street's rally can survive three things it does not particularly enjoy: expensive oil, stubborn inflation and very high expectations.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Meets SK Hynix
The semiconductor trade has regained control of the market, though control may be too generous a word for a sector that has spent the week swinging between sharp selloffs and equally sharp recoveries. Today's session is centered on SK Hynix, whose Nasdaq debut is testing whether investors still have room in their portfolios, and their imaginations, for another very large AI-related bet. The South
Wall Street Ignores the Sirens
The United States and Iran exchanged fire again overnight, with Washington saying it hit 90 military targets. Donald Trump said Iran had called him looking for a deal, though Tehran has not confirmed any new talks. That leaves investors with half-signals, official claims and silence from the other side. However, they do not seem too bothered, with futures up 0.3% for the S&P 500 and 1% for the
Trump Breaks the Calm
Donald Trump arrived at the NATO summit and blew up the market's quiet summer script, declaring the Iran deal dead, reigniting fears around the Strait of Hormuz and dragging oil, inflation and the Fed back into the same sentence. For investors, today is no longer about AI fatigue or chip rotation, but about a rally suddenly forced to price in war risk and alliance drama.Hosted by Audiomeans. Visit
Wall Street's Chip Chill
Wall Street is opening with one eye on AI and the other on oil, which is not exactly the calmest way to start a Tuesday. Dow futures are up 0.3%, S&P 500 futures are flat, and Nasdaq 100 futures are down 0.8%, as Samsung's huge profit jump somehow managed to make investors more nervous about the chip trade, not less. After a year of spectacular gains, even great numbers now have to clear a muc
The Profit Bubble Test
The calendar says summer has begun. The first full week of July opens with stocks sitting in an unusually comfortable place. European equities have just touched fresh highs, while U.S. indexes are close to their peaks after a strong second quarter. Oil has fallen back toward levels seen before the latest Middle East shock. Shipping through the Strait of Hormuz has resumed in size, with 160 vessels
Wall Street Likes Weakness
Second-quarter earnings season begins in earnest the week of July 13, with about 100 major European and American companies set to report. PepsiCo gets an early turn on Thursday, July 9, which may not sound like the opening act of a grand market reckoning, but investors will take what they can get. After record highs at the end of the second quarter, equities have entered July looking a little rest
July Opens With a Very Fed-Shaped Cloud
After the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little too good. The S&P 500 rose 9.1% in the first half, including dividends. Europe did even better, with the Stoxx Europe 600 Total Return index up 10.3%. Japan's Nikkei jumped 39%. South Korea's KOSPI did something closer to levitation, rising 101%,
AI stocks are ending the quarter with a shrug
For the last session of the quarter, stocks are edging higher, oil is no longer screaming, and investors are waiting for fresh labor-market data before deciding how much optimism is allowed. The S&P 500 and Nasdaq are still on track for their best quarter in six years. The Dow is heading for its strongest quarterly gain since 2022. Not bad for a market that spent the past few months worrying a
Wall Street Reboots After the Oil Scare
Markets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has been downgraded from global panic button to unresolved risk. That gives Wall Street room to return to its other obsession: deciding which parts of the AI trade still deserve the hype, and which ones simply got too crowded.Hosted by Audiomeans. Visit
The Shovel Gets Pricier on Wall Street
The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast briefly lifted the mood, but renewed pressure on chip stocks, Apple's price increases, and doubts around OpenAI's IPO plans have revived concerns that the AI trade may be running ahead of reality. At the same time, fresh tensi
Cooler PCE, Hotter Chips
A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum. Micron's blowout results added fuel to the rebound, reminding investors that the AI boom still depends heavily on memory chips. Lower oil prices and falling bond yields helped the mood, while mixed corporate news showed that th
When Growth Needs Proof
After two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in anticipation for Micron. The memory-chip maker reports earnings after the close, and investors are treating the event as a useful test case for the AI boom. It sells into the infrastructure buildout that has powered the market's biggest story: cloud
The AI Boom Is Starting to Look Expensive
For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recently hit a fresh record and is up roughly 106% this year. But Tuesday morning, the mood has shifted.Hosted by Audiomeans. V
Wall Street's Nerves of Steel
This week begins with investors trying to do two things at once: enjoy the rally and pretend it is not watching the Strait of Hormuz every five minutes. U.S. stocks enter Monday's session after a strong prior week, with the Nasdaq up 2.4% and technology once again doing much of the heavy lifting. The S&P 500 is comfortably above where it stood before the latest Middle East conflict began, and
The Gulf Gives, the Fed Takes
A pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extends the April ceasefire by another 60 days and restores full maritime traffic through the Strait of Hormuz, without the extra charges that had become one more tax on an already nervous global economy. Brent fell again, sliding toward $77 a barrel, its l
The Dove Has to Land
Markets are trying to recover from a bruising selloff in chip stocks, helped by easing oil prices and hopes that a U.S.-Iran interim deal can calm inflation fears. But the bigger test comes from Washington, where Kevin Warsh's first press conference as Fed chair will show whether he can sound dovish enough for the White House without frightening bond investors.Hosted by Audiomeans. Visit audiomean
Warsh Takes the Stage
After Monday's record close for the Dow, investors seem happy to keep buying, with futures just slightly up. The Fed meeting is the main event today. It will be the first interest-rate decision under Kevin Warsh as Federal Reserve chair, and markets are treating it like a debut with unusually high ticket prices. The central bank is widely expected to hold rates steady at 3.50% to 3.75%, but the de
Markets Get Their Peace Dividend
This week begins with the possibility that a war may actually be ending. Washington and Tehran have confirmed the outline of an agreement to halt the conflict with Iran, extend the ceasefire, and reopen the Strait of Hormuz on Friday. That is the main fact shaping today's U.S. session. Investors are repricing risk, oil, inflation, and the odds that the Federal Reserve may have a little more room t
Wall Street Wants to Believe Again
The market entered Friday with two reasons to believe again: a possible U.S.-Iran peace deal that could cool oil prices, and SpaceX's record-breaking debut testing how much appetite investors still have for giant future-facing bets.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
A Rebound With Strings Attached
A hotter-than-expected producer-price report reminded investors that inflation is not done causing trouble, even as hopes for U.S.-Iran diplomacy helped cool oil prices and lift market sentiment. With the ECB already raising rates, AI stocks wobbling, Oracle exposing the cost of the boom, and SpaceX preparing a monster debut, investors don't know where to look.Hosted by Audiomeans. Visit audiomean
Wall Street's Problem Is Not Just Inflation
The CPI report landed softly, the market did not. Inflation came in almost exactly as expected, but between shaky AI valuations, oil above $90, and fresh U.S.-Iran fighting, investors had already moved on to worrying about the rest of the menu.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street Rises, Risks Remain
U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in chip stocks. Futures were up, showing that investors are willing to step back into risk as long as the AI trade keeps working.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Markets Ask AI for Receipts
This week begins with a troubling question: is the AI boom still sturdy enough to carry the market, or did Friday expose how much of the rally has been running on faith? Today's session should offer the first clue. After Friday's bruising sell-off in technology stocks, especially semiconductors, Wall Street is trying to stabilize.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentiali
The Jobs Report Just Made the Fed's Life Harder
Markets had been bracing for another sign that the U.S. labor market was cooling: payroll growth somewhere around 85,000 to 88,000, unemployment steady at 4.3%, and enough weakness to keep the Fed comfortable staying on hold. Instead, the economy added 172,000 jobs.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
Wall Street's Chip Boom Gets a Warning
Broadcom was supposed to be one of the safer names in the artificial-intelligence trade. Not safe in the old-fashioned, dividend-stock sense, but safe by the current standards of Wall Street, where a company can add hundreds of billions of dollars in value because investors believe it has found a permanent seat at the AI table. But good enough suddenly wasn't.Hosted by Audiomeans. Visit audiomeans
Wall Street's Record Highs Are Starting to Look a Little Narrow
The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finished above 7,600 for the first time. That sounds like a broad vote of confidence in the American economy. Look closer, though, and the picture is less democratic. A small group of technology and semiconductor stocks is doing most of the heavy l
The AI Trade Is Still Bigger Than the Oil Shock
Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run from April 2025, and has reached another record. The Nasdaq has also been setting highs. This is happening while Brent and WTI crude are sitting in the $90-to-$95 range.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more
Wall Street Starts June on Edge
Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, hopes that the Middle East conflict might eventually cool, and the continuing belief that AI will keep creating winners. Global stocks have also been carried by the same force. After a shaky April, the MSCI World Index rose sharply again in May, marking
Wall Street Is Betting On A Ceasefire
Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally that has spread well beyond tech. The result is a market that looks confident.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
