Market Signals

FED FACES PROSPECT OF ANOTHER INTEREST RATE INCREASE JUST BEFORE MIDTERM ELECTIONS - NYT

BITCOIN'S 'LAST RESORT' QUANTUM-SAFE SOLUTION JUST GOT 79% CHEAPER: STARKWARE - ZEROHEDGE

CBOE Crude Oil Volatility $55.09 ↑ 1.2% 62th %ile (fear) • KXWTI 49.0% — Above $92.99

Silver Dec 26 ($SILVER) $64.71 ↑ 1.1% 63th %ile

Heating Oil Futures $4.58 ↑ 1.1% 77th %ile • KXWTI 49.0% — Above $92.99

State Street Materials Select S ($XLB) $49.68 ↓ 1.2% 0th %ile

LET'S GET PHYSICAL - AND WATCH THOSE INSURANCE PREMIUMS SOAR AS THE AI DRIVEN CAPEX SUPER-CYCLE GOES INTO OVER-DRIVE - DIGINOMICA.COM - GNEWS

IOWA JUDGE DISMISSES TRUMP’S LAWSUIT AGAINST DES MOINES REGISTER AND POLLSTER - AP NEWS - GNEWS

US AND IRAN DISCUSS PHASED DEAL TO REOPEN HORMUZ AND END US BLOCKADE, SOURCES SAY - REUTERS - GNEWS

MORTGAGE RATES HAVE JUST SURPASSED 7 % FOR THE FIRST TIME IN WELL OVER A YEAR

TRUMP SIGNS US-DENMARK-GREENLAND AGREEMENT TO BOLSTER ARCTIC SECURITY AFTER PROLONGED TENSIONS - APNEWS.COM - GNEWS

SEN. BERNIE SANDERS UNVEILS BILL TO BAN ARTIFICIAL SUPERINTELLIGENCE AND CREATE DEPARTMENT OF AI - AP NEWS - GNEWS

NO AI CAPEX BUBBLE CONCERNS: BLACKROCK ADVOCATES "STARS SURROUNDING THE MOON" STRATEGY ACROSS THREE GOLDEN VEINS - FINANCE.BIGGO.COM - GNEWS

MAS FLAGS RISKS FROM POTENTIAL AI INVESTMENT PULLBACK - TNGLOBAL - GNEWS

THE FUTURE OF AI GROWTH RESTS ON BIG TECH'S CASH FLOW TRIPLING TO $2 TRILLION: CHART OF THE DAY - YAHOO FINANCE - GNEWS

EPSTEIN’S ACCOUNTANT AND LAWYER ARE SAID TO BE UNDER FEDERAL INVESTIGATION - NYT

U.N. UPDATES: ZELENSKY WARNS OF GROWING GLOBAL COST OF RUSSIA’S WAR IN UKRAINE - NYT

THE NEW YORK TIMES STOPPED PUBLISHING WHITE HOUSE POOL PHOTOS IN SUPPORT OF THE BANNED OUTLETS. - NYT

iShares iBoxx $ Investment Grad ($LQD) $103.89 ↓ 1.1% 0th %ile

SPEAKER’S THREE-MONTH DELAY IN DECIDING DISQUALIFICATION OF REBEL TMC MPS A ‘RED FLAG’: SC - SCROLL

IS ASE TECHNOLOGY'S $10.5B CAPEX PLAN KEY TO CAPTURING AI DEMAND? - THE GLOBE AND MAIL - GNEWS

THE CREDIT MARKET LENS: AI CAPEX AND THE LIMITS OF CROWDING OUT - SEEKING ALPHA - GNEWS

DOW FUTURES SLIP WHILE S&P 500, NASDAQ FUTURES CLIMB AFTER AI RALLY: GME, IBRX, AMD, PSKY STOCKS IN FOCUS - YAHOO FINANCE - GNEWS

AZURE, AI CAPEX, AND WHAT TO EXPECT OUT OF MICROSOFT THROUGH THE END OF 2026 - 24/7 WALL ST. - GNEWS

SOUTH KOREAN PRESIDENT CALLS FOR EASING SANCTIONS ON THE NORTH - NYT

WHY NETWORK TV STOPPED FILMING THE PRESIDENT - NYT

RUSSIA’S ELECTION WAS ENGINEERED TO SEND A MESSAGE: PUTIN REMAINS IN CONTROL - NYT

HANG SENG INDEX ($HSI) $25042.71 ↑ 1.2% 45th %ile

BIG TECH USES GUARANTEES TO KEEP $300BN OF AI EXPOSURE OFF BALANCE SHEETS - FT.COM - GNEWS

GLOBAL AI CAPEX PROJECTED TO REACH US$1.4 TRILLION - IDNFINANCIALS - GNEWS

AI INFLUX PUTS SINGAPORE OFFICE RENTS UNDER PRESSURE - FINANCIAL TIMES - GNEWS

INVESTORS WARN ANTHROPIC COULD STRUGGLE TO SUSTAIN REVENUES POST-IPO - FINANCIAL TIMES - GNEWS

RUSSIA BEGINS 3 DAYS OF VOTING IN A PARLIAMENTARY ELECTION SET TO CEMENT THE KREMLIN’S POWER - AP NEWS - GNEWS

IN THE ARCTIC, THE ICE IS MOVING – AND SO IS THE INDIA-RUSSIA AGENDA - RT.COM - RT

AI CRISIS HEIGHTENS THE STAKES OF XI'S VISIT TO WASHINGTON - LATIMES

ISRAELI PRESIDENT PARDONS EX-SOLDIER OVER KILLING OF INCAPACITATED PALESTINIAN - NYT

IOC PRESIDENT KIRSTY COVENTRY IMPRESSED BY ACCOMMODATIONS AT ASIAN GAMES - JAPAN_TIMES

US STOCK MARKET WEEKLY WRAP: DOW JONES CRASHES 1,070 PTS IN 5 SESSIONS, BUT NASDAQ, S&P 500 JUMP; KEY FACTORS - GOODRETURNS - GNEWS

MICROSOFT AGENTICALLY PORTS COPILOT RUNTIME TO RUST FOR $120K - THEREGISTER

IRAN SETS SEVEN CONDITIONS FOR TALKS WITH US

SEOUL AND BRUSSELS PARTNER ON SECURE SATELLITE CONSTELLATION - KYIV POST - GNEWS

TRUMP HIGH - STAKES WEEKEND : IRAN WAR WARNINGS , AI FORCE PLANS AND SUPREME COURT CLASH

S&P 500, NASDAQ ADVANCE, TURNING THE PAGE ON A TUMULTUOUS WEEK - THE BUSINESS TIMES - GNEWS

EU TO IMPOSE PROVISIONAL SAFEGUARDS TO PROTECT ELECTRICAL STEEL FROM IMPORTS - REUTERS - GNEWS

VIRTUS SEIX HIGH YIELD BOND SMA Q2 2026 COMMENTARY - SEEKING ALPHA - GNEWS

THE AI CAPEX BOOM MASKS AN UNCOMFORTABLE TRUTH ABOUT S&P 500 EARNINGS - BUSINESSINSIDER.COM - GNEWS

IRAN ACTIVATES LAND ROUTES TO BYPASS US BLOCKADE - FINANCIAL TIMES - GNEWS

FEDERAL RESERVE HIKES KEY RATE FOR 1ST TIME IN 3 YEARS, DEFYING TRUMP DEMANDS FOR A CUT - AP NEWS - GNEWS

HOUSE APPROVES SWEEPING RUSSIA SANCTIONS BILL, SENDING IT TO TRUMP - AP NEWS - GNEWS

S&P 500, NASDAQ ADVANCE, TURNING THE PAGE ON A TUMULTUOUS WEEK - REUTERS.COM - GNEWS