Rabobank’s USD/MXN analysis highlights recent moves driven by Oil-related Dollar strength and heavy speculative long-MXN positioning.
The 30-year Treasury yield touched 5.50% on Thursday, and two Fed officials gave bond buyers no reason to expect relief. New York Fed President Williams said another rate increase this year looks reasonable, and Philadelphia Fed President Paulson said rates may need to rise a little more.
Bank of England (BoE) Deputy Governors Lombardelli and Breeden said on Thursday that they are moving closer to voting for a rate hike, and the Pound fell for a fourth straight session regardless. GBP/USD is trading just above 1.3200, its lowest in nearly three months.
Oracle (NYSE:ORCL), an enterprise cloud software and AI infrastructure provider, closed at $139.53, down 3.48%. Oracle fell after reports said it sent a force majeure notice tied t
Commerzbank’s Henry Hao and Moses Lim report that Bank Indonesia kept the BI Rate at 5.75% while expanding FX hedging incentives to support the Indonesian Rupiah. Governor Destry Damayanti signaled a preference for non-rate tools and incentive-based measures over SRBI yield hikes.
Key PointsInvesting simply requires opening a fee-free brokerage account.Diversification is key, but not so much that it overwhelms. Dollar-cost averaging can eliminate timing risk
Key PointsBoeing is navigating a complex operational turnaround while benefiting from a significant surge in commercial aviation demand.Lockheed Martin maintains a highly stable bu
Key PointsIBM offers AI and quantum growth potential backed by steady cash from legacy consulting and infrastructure.Short-term pressure from deferred consulting spend may create a
Ethereum whales have returned to accumulation after last week's modest distributions following the Clarity Act's failure to progress in the Senate.
Key PointsBerkshire’s leaders are expected to favor buybacks and reinvestment over starting a cash dividend.Investors may need to see a shift in capital-allocation priorities befor
Key PointsShareholders applauded Everpure's ambitious financial targets.AI is making Everpure's data platform even more valuable.These 10 stocks could mint the next wave of million
BlackBerry (NYSE:BB), a security software and vehicle-embedded systems provider, closed at $8.72, up 4.06%. The stock rose after premarket Q2 results beat estimates and management
Key PointsThe market still hasn't seen peak AI demand.Micron and Sandisk are building more capacity because there's an even larger demand wave coming. 10 stocks we like better than
Key PointsAlphabet disclosed in July that its private-company holdings were worth $124.3 billion, a figure that mostly reflects one investment.Anthropic has reportedly delayed its
The White House has instructed OpenAI and Anthropic to delay sending their latest AI systems to the British government’s testing authority until they have been evaluated by their American counterparts. According to a report by POLITICO, citing a knowledgeable source and a senior administration official, the request is made by the Office of the National...
Key PointsThe Roadster sports car launch may be high profile, but it's not a revenue driver.Optimus development is Tesla's key operational focus for 2026.These 10 stocks could mint
Key PointsAbbVie maintains a diversified revenue base by expanding its presence in immunology, neuroscience, and oncology to offset patent cliffs.Novo Nordisk leverages its leaders
Key PointsActivist investor Starboard Value sent a letter to Knife River calling for change.It said returns at the construction company have been unacceptable. 10 stocks we like be
Key PointsIBM now helps banks connect to Swift's new blockchain payment network.Banks on that network can send their own digital cash around the clock, with no need for XRP tokens
Rabobank’s Molly Schwartz and Christian Lawrence note Banxico kept its overnight rate at 6.50% but significantly softened forward guidance, decoupling Mexican policy from expected Federal Reserve moves.
TradingKey - Marvell Technology (MRVL) and Broadcom (AVGO) both provide custom AI chips, switching chips, and high-speed interconnect products to cloud service providers, but the two companies differ
Key PointsCerebras Systems provides massive wafer-scale chips designed for high-performance artificial intelligence training and inference.SoundHound AI offers conversational voice
Key PointsThe Schwab U.S. Dividend Equity ETF (SCHD) has averaged around a 3.1% dividend yield over the past decade.SCHD's $0.2665 Sept. 28 dividend payout is nearly double that of
Key PointsRecovering both of Starship's stages would change the economics of space and set up SpaceX for more ambitious goals.Merging with Tesla before its Cybercab and Optimus rob
Key PointsBroadcom expects to reap $230 billion in AI semiconductor revenue during fiscal 2028.The stock is priced pretty cheaply for how rapidly the business is growing. 10 stocks
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Key PointsBigBear.ai focuses on decision intelligence and predictive analytics for the national security and defense sectors.Innodata provides critical data engineering services fo
Key PointsThe Zcash ETF is rapidly growing its base of assets.That's happening alongside a powerful rally in Zcash itself.Fund inflows come and go, but Zcash's privacy features and