Interest rates could go ‘significantly higher’ if oil prices keep climbing — even if the Iran war ends soon
Strategists at Bank of America found a dramatic correlation between interest rates and oil prices in the U.S., U.K. and Germany. Source：MarketWatch
The real test for the artificial intelligence build-out is what happens in 2028, analysts say
JPMorgan’s Michael Cembalest is worried about data center buildouts following midterm elections, and he’s looking two years ahead. Source：MarketWatch
An Anthropic IPO when the AI trade is this turbulent? Godspeed!
Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificialintelligence spending.…
A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’
In the 1980s, a Republican president, a Democrat Speaker of the House and an inflationfighting Federal Reserve chairman powered a stockmarket rally.…
Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longerterm, more speculative basis, it’s time to search for…
A prolonged war in Iran is the market’s real ‘black swan,’ says this strategist
Alicia Levine, of BNY’s wealth management business, said markets have not priced in the possibility of the war in Iran lasting for a long time.…
My 93-year-old father changed his will at the 11th hour, leaving my brother his entire $500,000 estate. Can I challenge it?
“My brother had no job and needed a place to live.” Source：MarketWatch
Toyota stock rallies after company lowered sales guidance. Here’s how rare that is.
Toyota Motor on Thursday saw an odd combination of a powerful stockmarket gain after lowering its annual sales forecast. Source：MarketWatch
Richard Simmons’ L.A. estate sells for $3.8 million
Over a year after Richard Simmons’ death, the fitness guru’s longtime home has sold to a buyer drawn to its rich history. Source：MarketWatch
Most investors are blind to the possibility of a market crash. Here is the five-part strategy to survive one.
Wall Street veteran Jared Dillian says the biggest problem is many investors these days have not lived through a major downturn. He’s got a portfolio that…
This year’s worst-performing S&P 500 stock is finally seeing some major relief
AppLovin’s stock is popping after “clearly positive” earnings results. Source：MarketWatch
How do Americans feel about the midterm results? It depends on how much money they make.
Most Americans are “thrilled” or “happy” about the results of this year’s election. Some are especially so. Source：MarketWatch