In the market’s language, this is a forward-vol trade on policy risk. Every hint of a December cut fuels the front end of the curve and keeps risk assets comfortably funded. But it’s also a tell: the ...
As we start a new month, equity market futures are a sea of green, and risk sentiment is high. This suggests that the ...
NVIDIA revealed something remarkable in its latest SEC filing: just two unnamed customers account for 39% of the company’s revenue. Customer A (likely Microsoft) accounts for 23% of everything NVIDIA ...
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