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#US markets
Stock analysis posts tagged "US markets" from Openbook.
Bank beats, hot inflation and CoreWeave: Wall Street's split week
Through Thursday the Dow gained about 1% while the Nasdaq lost 2.4%. Bank earnings landed as we flagged, then CoreWeave's bonds took over the week.
How oil and a 2002 yield high undid Wall Street's record week
The S&P 500 set a record above 7,800 on Tuesday and gave it back by Thursday. Oil, a 24-year high in Treasury yields and Delta's fuel bill explain why.
The Ten Year Has Stopped Taking Its Orders From The Federal Reserve
The ten-year Treasury yield has detached from the Fed policy path. Soft payrolls no longer rescue long bonds, so equity rallies built on weak growth data are borrowed.
Wall Street's week: a 24-year yield high and Accenture's best day
Treasury yields reached a 24-year high this week, capping Wall Street even as Accenture and Micron beat forecasts. Our five daily notes, reviewed.
Two Nasdaq records, then a 5.2% yield: Wall Street's week
Two record Nasdaq closes, then a bond market that took them both back. The week Wall Street's AI rally met a 10-year yield at its highest since 2007.
Oil past $100 and a hawkish Fed rethink: Wall Street's week
Brent's run past $100 cost the Dow 1,350 points in three sessions, drove the hottest PPI of this cycle and left a Fed rise all but priced in for Wednesday.
Wall Street's week: an oil shock, a jobs shock and 36 points
Wall Street spent the week repricing a Fed rate rise rather than a cut. What we flagged on Monday, how Broadcom and Dell landed, and Friday so far.
Nvidia delivered, then Warsh took over: Wall Street's week
Nvidia's $89bn data-centre quarter broke a three-day standstill on Wall Street, lifting the Nasdaq 1.57% on Thursday. Then Kevin Warsh took the podium.