🇺🇸 🇺🇸 Fed Is Worried About Inflation: The biggest tell that the Fed is worried about inflation: The removal of the statement “inflation has made progress toward the Committee’s 2% objective” from the December Fed meeting. A long interest rate PAUSE has officially begun
💥💥 Traders Buy US Treasuries Before FOMC: JPMorgan Chase & Co.’s latest client survey released Tuesday shows the biggest net long position in US government debt in almost 15 years
Read More: bit.ly/Traders-Buy-USTs
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🇮🇳 🇮🇳 India’s top beauty retailer FSN E-Commerce Ventures Ltd., which operates Nykaa, expects rising affluence in smaller cities to fuel its fast-paced growth
Read More: bit.ly/India-Nykaa
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Microsoft Corp. and OpenAI are investigating whether data output from OpenAI’s technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence startup DeepSeek
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💵 🇺🇸 Trump Media and Technology Group Corp. said it will start a financial-services brand called Truth.Fi — the latest move by a Donald Trump-linked business to push into finance during his presidency
Read More: bit.ly/Trump-Media-Finance
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☂️☂️ Gene Munster of Deepwater Asset Management has made a significant shift in investment strategy within the technology sector – He has shifted to own smaller technology companies with a market cap of under $500 billion
Read More: bit.ly/Tech-Pivot
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💰 💰 There could be ‘another leg lower’ after Monday’s rout, Wolfe Research says. Stocks do not appear oversold even with Monday’s rout, suggesting there is further downside ahead
📈📉 Equity Risk Premium Drops To Zero: When the equity risk premium (ERP) on the S&P 500 drops to zero, it signals a significant shift in market dynamics and investor sentiment
Read More: bit.ly/Equity-Risk-Premium-2025
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