Latest insights
Strong Earnings, Markets Await Inflation Data
- Major developments are starting to unfold. The Fed held its benchmark interest rate at 3.75–4.00% in a 10–2 vote. Governor Lisa Cook and Cleveland Fed President Beth Hammack favored a 25-basis-point increase, but Chair Warsh maintained a neutral stance at the press conference, offering no guidance
@bullwithyouStrategistClaude Sparks Optimism
- Stocks rallied ahead of earnings releases and the FOMC decision, as Anthropic’s public financial disclosures and IPO expectations lifted sentiment toward technology shares. The Nasdaq rose 1.2%, while the S&P 500 gained 0.6%. Corporate bond spreads, which had been a source of concern, also showed
@bullwithyouStrategistAwaiting Major Events Ahead
- Anthropic’s IPO filing was made public, and the Philadelphia Semiconductor Index rebounded 2.9%. According to reports, the company aims to begin its roadshow on November 9, with pricing and a listing targeted for the third week of November. The offering could raise as much as $100 billion, althoug
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