Surging AI Borrowing Pushes Wall Street to Find New Investors, New Structures and New Currencies
The artificial intelligence boom is now reshaping credit markets as deeply as it has reshaped technology stocks. Banks are having to become more creative as borrowing tied to chips, cloud infrastructure and data centers surges to unprecedented levels. The reason is simple: the companies building the backbone of AI need so much money that traditional […]
Oil Calms Inflation Fears, but Tech Jitters Keep Global Markets on Edge
Global markets on June 24 were pulled in two opposite directions at once: easing inflation fears offered real relief, but that optimism was smothered by renewed anxiety around expensive technology stocks and unstable cross-asset positioning. The result was a market day defined less by one clean theme than by tension between improving macro signals and […]
Stronger Dollar Surges on Rising U.S. Rate Expectations and Global Risk Aversion
The U.S. dollar climbed to its strongest level in more than a year as investors increasingly bet that the Federal Reserve may raise interest rates again and sought safety amid a sharp selloff in technology stocks. The dollar index rose to 101.71, its highest level since May 2025, as markets priced in a more hawkish […]
Strong Labor Market Forces Goldman to Drop 2026 Fed Rate-Cut Expectations
Goldman Sachs now expects the Federal Reserve to keep interest rates unchanged through the rest of 2026, delaying its forecast for the next U.S. rate cut until 2027. The bank changed its outlook after stronger-than-expected U.S. jobs data suggested the economy and labor market remain too resilient for the Fed to ease policy soon. The […]
Financial Adulthood Feels Out of Reach for Gen Z and Millennials Facing High Prices and Low Wages
Many young Americans are struggling to reach financial independence as the cost of living rises faster than their wages, leaving them stuck between work, debt, rent, family support and uncertainty about the future. Young adults are entering adulthood in an economy that looks stable in some headline numbers but feels deeply unaffordable in daily life. […]
A Reversal in AI Investment Could Shake Economies and Trigger a Stock Market Selloff
Investors should stop asking whether the artificial intelligence boom will end and start asking what will happen when it slows. His main point is not that the AI rally is about to collapse immediately, but that every major technology investment boom eventually loses momentum. Because today’s AI spending has become so large, even a modest […]
New Law Revives SBA Support for Defense Startups After Months of Funding Uncertainty
President Donald Trump has signed legislation restoring federal funding for startup programs that are especially important to defense and aerospace companies in California and across the country. According to data, the bill revives Small Business Administration-backed programs whose funding had been delayed for more than six months after expiring in October during a congressional standoff. […]
Fed Faces Growth-and-Inflation Squeeze, but Powell Signals No Rush to Move
Federal Reserve Chair Jerome Powell said the U.S. central bank is in a position to wait and watch how the expanding Iran war affects inflation and the broader economy, signaling that policymakers do not yet see a need to change interest rates even as new risks emerge. Speaking at Harvard University on March 30, Powell […]
Gold Exports Record Drive Sharp Narrowing in U.S. Trade Deficit
The U.S. trade deficit narrowed sharply in January as exports surged to a record high and imports edged lower, a shift that—if sustained—could make trade a positive contributor to economic growth in the first quarter. The Commerce Department said the overall trade gap in goods and services fell 25.3% to $54.5 billion. Economists had expected […]
Fed Beige Book: Growth Holds Up But Shoppers Resist Price Increases
The Federal Reserve’s latest Beige Book offered a cautiously positive read on the U.S. economy, describing modest growth, stable employment, and continued—but potentially easing—price pressures across much of the country. Based on surveys and interviews gathered through late February, economic activity “rose a bit” in recent weeks, with 7 of the Fed’s 12 districts expanding […]
