With 20-year yields at a record 5.42% and market odds above 90%, a rate hike is virtually guaranteed. Any surprise hold tomorrow would trigger massive market volatility.
At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...
With 20-year yields at a record 5.42% and market odds above 90%, a rate hike is virtually guaranteed. Any surprise hold tomorrow would trigger massive market volatility.
At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...
Hot core CPI (+0.3% MoM) virtually guarantees a September rate hike—sticky short-term inflation forces the Fed to prioritize pricing stability over cratering consumer sentiment. With 10-year yields nearing 5%, persistent inflation pressures continue to overshadow broader macroeconomic concerns.
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
Hot core CPI (+0.3% MoM) virtually guarantees a September rate hike—sticky short-term inflation forces the Fed to prioritize pricing stability over cratering consumer sentiment. With 10-year yields nearing 5%, persistent inflation pressures continue to overshadow broader macroeconomic concerns.
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
Oracle’s post-market surge underscores that fundamental operational strength trumps macro headwinds. A massive +121% jump in cloud infrastructure revenue and a record $664B backlog demonstrate explosive enterprise AI demand. While macro fears trigger daytime volatility, hyper-growth cloud metrics ultimately dictate long-term market value.
Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ...
Oracle’s post-market surge underscores that fundamental operational strength trumps macro headwinds. A massive +121% jump in cloud infrastructure revenue and a record $664B backlog demonstrate explosive enterprise AI demand. While macro fears trigger daytime volatility, hyper-growth cloud metrics ultimately dictate long-term market value.
Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ...
Wall Street’s flat reaction to the iPhone Duo reflects classic sell-the-news behavior and early margin anxiety over its steep price tag. Yet, Apple’s real focus remains high-margin ecosystem lock-in. As supply ramps and early constraints clear, John Ternus’s premium hardware play will steadily prove its long-term growth potential.
Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...
Wall Street’s flat reaction to the iPhone Duo reflects classic sell-the-news behavior and early margin anxiety over its steep price tag. Yet, Apple’s real focus remains high-margin ecosystem lock-in. As supply ramps and early constraints clear, John Ternus’s premium hardware play will steadily prove its long-term growth potential.
Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...
The Ternus era signals evolution, not revolution. While post-launch stock dips mirror typical sell-the-news reactions, Apple’s real moat remains its deeply integrated hardware ecosystem. As shown by its 11 key suppliers—from TSMC’s cutting-edge silicon to Sony’s optics—Apple’s supply chain engine is unmatched.
Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...
The Ternus era signals evolution, not revolution. While post-launch stock dips mirror typical sell-the-news reactions, Apple’s real moat remains its deeply integrated hardware ecosystem. As shown by its 11 key suppliers—from TSMC’s cutting-edge silicon to Sony’s optics—Apple’s supply chain engine is unmatched.
Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...
Limited launch supply for a $2,000+ foldable iPhone isn't a red flag—it’s just a standard ramp-up curve for cutting-edge hardware. Early constraints are completely manageable when targeting high-end buyers who value innovation and status over immediate availability.
Apple’s world-class supply chain has repeatedly proven it can scale complex manufacturing, and this launch will be no different. Initial bottlenecks actually allow production to refine seamlessly without compromising quality. Rather than stressing over day-one inventory counts, long-term investors should keep their eyes on the bigger picture: Apple’s unbeatable ecosystem, high-margin product expansion, and strong brand power driving sustained growth under John Ternus.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
Limited launch supply for a $2,000+ foldable iPhone isn't a red flag—it’s just a standard ramp-up curve for cutting-edge hardware. Early constraints are completely manageable when targeting high-end buyers who value innovation and status over immediate availability.
Apple’s world-class supply chain has repeatedly proven it can scale complex manufacturing, and this launch will be no different. Initial bottlenecks actually allow production to refine seamlessly without compromising quality. Rather than stressing over day-one inventory counts, long-term investors should keep their eyes on the bigger picture: Apple’s unbeatable ecosystem, high-margin product expansion, and strong brand power driving sustained growth under John Ternus.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
Apple’s world-class supply chain can easily overcome early production bottlenecks for a $2,000+ foldable iPhone, where constrained supply naturally matches high-end demand. Investors should look past initial launch hype and focus on Apple’s long-term ecosystem, brand equity, and profitability—successful execution makes foldables a major new growth driver.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
Apple’s world-class supply chain can easily overcome early production bottlenecks for a $2,000+ foldable iPhone, where constrained supply naturally matches high-end demand. Investors should look past initial launch hype and focus on Apple’s long-term ecosystem, brand equity, and profitability—successful execution makes foldables a major new growth driver.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
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Buy the dip
