A BOJ Rate Hike Threatens Japan’s Appetite for US Treasuries
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.
Apple Raised iPhone 18 Pro Prices Less Than Expected. Now Comes the Harder Test.
Pre-orders opening this morning show whether consumers will absorb $1,199 starting prices shaped by a global memory shortage.
Saudi Arabia Just Lost Its Role as Oil’s Emergency Valve
With output at a 36-year low and export routes constrained, oil dips are opportunities to buy, not invitations to fade.
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
Silver Hit $67. Now Comes the Harder Question.
After a 63% gain in a year, investors face a real choice: own the metal, buy the miners, or take the profit.
Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet
Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.
AeroVironment Won a Landmark Army Laser Deal. Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $465M laser award, big Street upside targets, and a Pentagon budget built for drones say the selloff has gone too far.
Samsung and SK Hynix Are Collecting a Toll on Phones
HBM4’s three-to-one wafer trade-off is tightening DRAM supply
The Yen Is at a Six-Month High. The Nikkei and the Dollar Are Next to Feel It.
With a BOJ rate hike now heavily priced for Sept. 17-18, traders need a plan across four assets before the meeting arrives.
Korea and Taiwan Are Building AI Hardware. Who Keeps the Profits?
Goldman sees 26% upside in Asia ex-Japan, but can Samsung and SK hynix hold their edge when the building cycle slows?