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$CCL
2 articles on $CCL
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- $NVDABullish
The Week the Discount Rate Gets a Vote
The Fed hiked on 16 September and left the door open. This week the August PCE deflator on Wednesday, September payrolls on Friday, the RBA on Tuesday and euro-area CPI set the discount rate. Gold, Bitcoin, the dollar, the AI complex and the quantum pure plays share that rate and diverge everywhere else. This is the map of what depends on what, the three regimes the book should already have written down, and the stop that belongs to each node on KXCO Ontology Live.
Shayne Heffernan33 min - Wall StreetNeutral
Wall Street Outlook: Stocks, AI, Oil and Bitcoin (June 22-26)
Our Wall Street outlook for the week ahead: a thin macro calendar puts Micron's earnings and the May PCE inflation print centre stage, against AI capital spending, the SpaceX debut, the Iran-driven oil round trip, a firm dollar and a sliding Bitcoin.
Shayne Heffernan10 min