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The Federal Reserve's two-day FOMC meeting kicked off Tuesday under new Chair Kevin Warsh, with the rate decision due Wednesday at 2 p.m. ET. Markets are broadly pricing in a hold, even as inflation picks up and energy prices stay elevated.
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Fox Corporation agreed to buy Roku for roughly $22 billion in cash and stock, a deal that sent Fox's own shares plunging ~17% on dilution and debt concerns — while Roku barely budged.
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Amazon has secured a $17.5 billion syndicated delayed-draw term loan with Citibank as administrative agent. The deal highlights the staggering scale of AI infrastructure spending across Big Tech.
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SpaceX's record-breaking IPO keeps running: SPCX has surged roughly 30% from its $135 offer price to top a $2 trillion market cap, and options begin trading on Cboe today — just two sessions after the stock debuted.
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Citi slashed its Brent crude forecasts after the US-Iran framework deal pointed to Strait of Hormuz reopening — but gold rallied for a third straight session, with markets focused on easing inflation expectations rather than fading safe-haven demand.
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With oil prices pulling back, the dollar weakening, and rate expectations softening at the margin, the market is asking whether heavily sold AI hardware names — down sharply last week — are poised for a re-entry. Here's the logic, the BofA catalyst, and the key risks.
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After a U.S.-Iran deal sent crude tumbling ~4%, markets are flagging fuel-heavy sectors — airlines, cruises, and logistics — as cost-side beneficiaries. The thesis is margin relief, not a demand surge.
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Incoming Fed Chair Kevin Warsh has long pushed to scale back forward guidance and sideline the dot plot. According to multiple reports, that communications overhaul could begin as soon as this week's FOMC meeting.
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The Fed meets June 16–17 in Kevin Warsh's first FOMC as chair — and with May CPI at a three-year high and oil prices sliding on a US-Iran deal, the real question isn't just rates. It's whether Warsh rewrites how the Fed talks to markets.
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U.S. May CPI rose 4.2% YoY — the highest in roughly three years — with a 0.5% monthly gain and core inflation at 2.9%. Published before the U.S.-Iran deal, this data is the key constraint heading into this week's Fed meeting.
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After the US and Iran announced a deal, the dollar fell against major currencies while Bitcoin jumped over 2% and risk-sensitive currencies rallied. Here's the market logic — and why the Fed meeting this week is the real variable to watch.
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After the U.S. and Iran announced a deal to reopen the Strait of Hormuz, crude oil plunged roughly 4%. Markets aren't just reading this as an energy story — they're pricing it as an inflation reprieve.