Fed and hyperscaler earnings are the twin catalysts ahead. The Fed sets the discount rate, hyperscaler capex guides tell you whether the AI buildout has legs. Guidance matters more than the headline p

What happened: The FOMC meets Wednesday with Chairman Kevin Warsh speaking afterward and no dot plot update. Microsoft, Alphabet and Amazon report earnings this week, and JetBlue creditors are organizing amid cash burn and rising oil prices. Key numbers: Fed funds rate expected to stay at 3.75%-4%; 10% chance of another hike per fed funds futures. Why it matters: Markets firmly price no Fed move, while one SA analyst argues the next move will be a cut as the AI bubble bursts. Hyperscaler results put AI spending and Azure growth under scrutiny. Coverage: 3 outlets in 24h

Fed and hyperscaler earnings signal market-moving catalysts for commodities.

Fed and hyperscaler earnings signal market-moving catalysts for commodities. — impact context not separately stored; see What changed.