BOJ Seen Hiking Rates in Fastest Tightening Since 1990
Japan rate hikes put pressure on bank stocks.
7d +2.6% ✗30d in 23d90d in 83d
Most coveredS&P 500 3 →US Treasuries 3 →US dollar 2 →
30d record, oldest first
The record
40 calls · newest first · every one links to its sourceDollar, Treasuries Have More Gains Ahead: Markets Analysis
The dollar has more gains ahead.
7d +1.1% ✓30d in 22d90d in 82d
Stocks Are Overdue for a Pullback, Warns BofA’s Subramanian
Subramanian expects a pullback in equity markets; the environment doesn't feel robust.
7d +0.9% ✗30d in 22d90d in 82d
Dollar, Treasuries Have More Gains Ahead: Markets Analysis
Treasuries have more gains ahead (prices higher, yields lower).
7d -2.9% ✗30d in 22d90d in 82d
Yardeni on Cutting His S&P Outlook, Fed, Oil Prices
Yardeni cuts year-end S&P 500 target to 7,900 from 8,400 (still a target above current levels).
7d +0.9% ✓30d in 22d90d in 82d
JPMorgan's Michele on Bonds: 'The Dominoes Are Starting to Fall
Michele says the bond market has reached 'maximum pain', implying a turn higher in bond prices.
7d -0.4% ✗30d in 21d90d in 81d
Dutta Expects Fed to Hike Rates More Than Once From Here
Dutta expects the Federal Reserve to raise interest rates more than once from here.
7d -0.1% ✓30d in 21d90d in 81d
Carlyle CEO sees Fed avoiding aggressive hike cycle
Carlyle CEO Harvey Schwartz says he does not see the Fed repeatedly raising rates, i.e. fewer hikes than the market is pricing in.
7d +1.7% ✗30d in 20d90d in 80d
How LV Lost Millions by Winning a Trademark Dispute in China
The Louis Vuitton trademark backlash in China adds pressure on LVMH amid a broader China slowdown, costing it millions.
7d -2.9% ✓30d in 17d90d in 77d
Wall Street Week | Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
A more dangerous world is driving a new boom in defense and space technology as the Pentagon and Silicon Valley converge.
7d -0.2% ✗30d in 17d90d in 77d
Jeff Currie on ‘Dangerous Phase’ of Commodities Rally, $5 Gasoline
Currie describes a 'dangerous phase' of the commodities rally driven by China's return to the oil market and shortages in crude and products
7d +0.3% ✓30d in 16d90d in 76d
Trump Promises $5,000 For US Citizens if GOP Win Midterms
Trump: oil prices will fall when the US wins the Iran war.
7d -0.6% ✓30d in 15d90d in 75d
Foldable Duo Will Make Up 10% of All Apple iPhone Sales, Munster Says
Apple's foldable iPhone Duo will eventually make up 10% of all iPhone sales, and the higher price point won't deter customers.
7d +3.2% ✓30d in 15d90d in 75d
Commodities Bull Market Is Underpriced: 3-Minutes MLIV
Mark Cudmore: the commodities bull market is underpriced
7d +0.9% ✓30d in 14d90d in 74d
Morgan Stanley's Mike Wilson Says We're Still in a Bull Market
Wilson says investors should continue to own energy stocks as a hedge.
7d -2.0% ✗30d in 14d90d in 74d
Vale CFO Sees No Downturn in Iron Ore Prices
Vale CFO Marcelo Bacci sees no downturn in iron ore prices, calling iron ore a resilient commodity with stable demand.
7d -2.0% ✗30d in 14d90d in 74d
Goldman Warns Oil May Rally to $120 on Ship Disruptions
Goldman's Samantha Dart says gasoline and diesel prices can remain elevated through the whole of next year as refining tightness persists.
7d +6.5% ✓30d in 13d90d in 73d
Goldman Warns Oil May Rally to $120 on Ship Disruptions
Goldman Sachs warns oil may rally to $120 on ship disruptions.
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Can Insilico's Drug Help Turn Back the Biological Clock? | The China Show | 9/8/2026
UBS' Yifan Hu explains why she remains constructive on China tech.
7d -3.5% ✗30d in 13d90d in 73d
Yen's Fundamentals 'Different This Time Around,' Natixis Says
Natixis' Trinh Nguyen says the yen is undervalued and that reshoring, BOJ rate hikes and attractive JGB yields mean 'this time it really is different' — room for a lot of yen movement higher.
7d -0.2% ✗30d in 13d90d in 73d
Jobs Surge Raises Odds of September Fed Hike
Longer-term bond yields are the bigger concern as AI investment and government borrowing compete for capital.
7d +1.2% ✓30d in 10d90d in 70d
Chip Suppliers Bullish on AI Buildout
Chip suppliers at SEMICON Taiwan are bullish on a continued AI buildout, with some firms predicting the sector's current 'super cycle' will last until 2030.
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Broadcom Sees AI Chip Boom as It Takes On Nvidia | The Pulse 9/3/2026
Broadcom predicts a boom in AI chip sales over the next two years.
7d +1.0% ✓30d in 8d90d in 68d
Dell Sees Surge in AI Server Sales, Boosts Outlook
Portfolio manager argues Dell dominates the AI server supply chain and keeps innovating, after Dell raised its annual sales forecast by $25B and shares jumped.
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Trump’s Venezuela Deal Leaves $100 Billion Question Unanswered
Trump frames the US stake in 65 billion barrels of Venezuelan oil as a deal that will lower gasoline prices.
7d +3.7% ✗30d in 6d90d in 66d
Calling Bessent's 'Bluff,' Strategy CEO Buys Again | Bloomberg Crypto 9/1/2026
Strategy President/CIO Phong Le describes buying Bitcoin again, 'calling Bessent's bluff' — an asserted bullish stance on Bitcoin.
7d +1.3% ✓30d in 6d90d in 66d
Bloomberg Surveillance 9/1/2026
Jonathan Krinsky: small caps face an 'ominous' setup.
7d +1.4% ✗30d in 6d90d in 66d
Bloomberg Surveillance 9/1/2026
Krishna Memani says 5% is the 'magic number' for the 10-year yield, implying yields rise toward 5%.
7d +0.2% ✓30d in 6d90d in 66d
Open Interest 9/1/2026
Top call: Tempus AI upgraded.
7d +3.2% ✓30d in 6d90d in 66d
Open Interest 9/1/2026
Top call: Duolingo price target raised.
7d -7.8% ✗30d in 6d90d in 66d
Open Interest 9/1/2026
Top call: Robinhood upgraded/initiated at Overweight.
7d +13.4% ✓30d in 6d90d in 66d
US Resumes Strikes On Iran, Warsh Fans Rate Hike Bets | The Asia Trade 8/31/2026
Warsh's inflation warning fans rate-hike bets into the September Fed meeting, and Bessent says a disorderly yen risks higher US rates.
7d +1.1% ✓30d in 5d90d in 65d
Software Stocks Will Rebound From the Ashes, Malik Says
Software stocks will rebound from the ashes; Malik is bullish on software stocks
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Treasuries Look Vulnerable to Another Vague Warsh Speech
Treasuries look vulnerable to another vague Warsh speech
7d -0.9% ✓30d in 1d90d in 61d
Data Center Opposition Could Hurt Nvidia, Ferragu Says
Ferragu says supply chain issues and US data center opposition make him nervous about Nvidia's future / could hurt Nvidia.
7d +0.2% ✗30d in 1d90d in 61d
Nvidia Sees AI-Fueled Demand Boosting Sales 70% Next Year
Nvidia says revenue will grow about 70% next fiscal year, driven by AI demand.
7d +0.2% ✓30d in 1d90d in 61d
Trump in No Hurry on US-Iran Deal | Radio Balance of Power: Early Edition 8/17/2026
Beef prices could keep rising for consumers.
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It's Not Looking Great for The Dollar: 3-Minutes MLIV
It's not looking great for the dollar — dollar pointing lower.
7d -0.6% ✓30d +0.7% ✗90d in 51d
Steven Major Sees List of Factors in ‘Drip, Drip Higher’ of Long-End Bonds
Steven Major sees a 'drip, drip higher' in the long end of the yield curve.
7d +1.5% ✗30d -0.2% ✓90d in 51d
Strong Earnings Keep PNC’s Agati Bullish on Stocks
PNC CIO Amanda Agati is bullish on US stocks; strong earnings and economic fundamentals continue to support them.
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