About: josephine

Recent Posts by josephine

S&P 500 earnings surge as AI capex drains cash flow and threatens buyback support

S&P 500 earnings surge, but AI-driven megacap capex erodes free cash flow, threatening margins, buybacks, volatility.

New York Fed’s Williams sees disinflation, backs one more rate hike while monitoring AI-driven prices

Fed’s Williams sees disinflation, backs one more 2026 rate hike, watching AI-driven inflation; sees no 2027 hike.

Gold Slides as Rising Treasury Yields Sap Bullion Demand Despite Softer Dollar Ahead of CPI

Gold slid as rising Treasury yields outweighed a softer dollar; traders awaited CPI amid geopolitical and Fed uncertainty.

Dollar eases from 18-month high as markets brace for US CPI and Fed signals

Dollar Index pulls back before US CPI; yields stay high, oil eases, options strategies target volatility.

S&P 500 near records as weak breadth and CPI risk expose reliance on tech leaders

S&P 500 nears records on narrow tech leadership; weak breadth heightens downside risk ahead of CPI catalyst.

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