the billionaire

the letter from the rich investor

Tuesday, September 15, 2026
15 Sep, 2026
Long-term Nvidia shareholders have been richly rewarded for their patience.
The European Investment Bank is ramping up investment in small modular nuclear reactors, or SMRs.
The Clarity Act, a key bill for crypto regulation, failed to advance in the Senate Tuesday. The vote was 49 to 50 in a procedural vote known as invoking cloture that could have moved it to a final vote. Bitcoin and crypto-exposed stocks fell sharply, with crypto exchange Coinbase falling more than 9% to $174.
Bank of America sees the semiconductor market entering a growth phase that extends well beyond today's AI spending cycle.
Members of the media are invited to attend the first day of ALL IN, Canada's largest artificial intelligence (AI) and technology event, taking place at the Palais des congrès de Montréal on September 16 and 17, as well as virtually.
The Dow Jones index drops on the stock market today as yields and oil spike. Nvidia rises. Bitcoin and crypto stocks fall ahead of a key vote.
Bitcoin, crypto stocks tumbled Tuesday after the Senate failed to advance the Clarity Act, leaving digital asset market structure in limbo.
Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.
Tesla is staging a Roadster reveal nearly nine years after reservation holders paid full price for a car that still does not exist, and this time the audience has already stopped believing in promises.
Nvidia's third-quarter revenue guidance already looks aggressive, but its recent execution and changing revenue mix suggest there may still be room for upside.
The Senate fell short of the 60 votes needed to advance the crypto industry's marquee bill Tuesday. Bitcoin dropped as the no tally mounted, but the move stopped well short of panic.
The German engine maker fell after selling €179 million (about $207 million) of new shares, giving itself more financial firepower while existing investors absorbed a 10% capital increase.
Cathie Wood’s ARK Invest trims $40 million worth of its own Bitcoin ETF.
HIVE’s BUZZ HPC appoints Hubert Marleau, a 50-year capital markets veteran, as independent director to strengthen governance as it scales AI infrastructure.
3M (NYSE:MMM) Chairman and CEO Bill Brown said the company is making progress on operational execution, product innovation and structural transformation as it works toward targets outlined at its 2027 investor day. Speaking at a company news event, Brown said his approximately 2.5 years leading 3M
This week in Washington and one day of ETF flows explain why the calendar suddenly matters. Meta AI predicts the next three months will be unusually consequential, and it projects Bitcoin to range from $78,000 to $92,000 by the end of 2026, with $85,000 as the base case.Today (September 15) ...
NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.
AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.
A convertible note offering spooked investors.
The Vanguard Energy ETF may be a surprising choice in advance of a Fed rate hike, but it's got history on its side.
Yesterday Wall Street feared an AI slowdown. Today it found something older to worry about.
18:45
Yahoo! Finance
Chipotle shares fell 6.4% Tuesday as Brent crude pushed past $109 and the 10-year Treasury yield hit its highest level in nearly 20 years.
Tired of living paycheck to paycheck? A Gen Z money coach shares 4 fall strategies to take control and build real momentum with your finances.
There are rumors that Tesla may unveil a flying version of the Roadster at an event planned for Oct. 1.
Investors and banking industry executives have privately speculated the bank could be poised to acquire a smaller lender.
Nvidia stock is not for the faint-hearted.
Bank of America thinks improving traffic and stronger new-store performance could give this restaurant chain more room to run.
The rocket launch and satellite specialist just reached an important milestone in its historic acquisition.
The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.
Will the Clarity Act pass?
The review platform plunged despite strong revenue and profit growth, as regulatory and tax charges pushed it into a first-half loss and unchanged guidance failed to meet elevated expectations.
Apple stock fell amid reports of disappointing preorders for the company's new iPhone 18 Pro handsets, which officially go on sale on Friday.
The drugmaker has a lot riding on continued clinical progress.
Tesla (TSLA) is back in the spotlight after Pacific Gas and Electric Company picked it as a partner for SHARE, a large Bay Area virtual power plant that links thousands of home energy devices. The SHARE announcement lands while Tesla’s share price has been volatile. The stock is trading at US$358.97, with a 30 day share price return of 4.88%, a year to date share price decline of 18.06%, and a 5 year total shareholder return of 47.49%. Scan how Tesla’s SHARE partnership fits into the broader...
Tesla and SpaceX CEO Elon Musk made his strongest hints yet about the long-rumored merger between his two companies.
18:14
Yahoo! Finance
Bitcoin fell 4% Tuesday morning.
Should investors treat Saylor's forecast for 30% annualized returns for Bitcoin over the next 20 years as a buying signal?
Coinbase Global Inc. (NASDAQ:COIN) fell around 6% Tuesday, roughly twice the decline in Bitcoin (CRYPTO: BTC), as prediction market traders slashed the chances of landmark U.S. crypto legislation becoming law this year. Polymarket odds for the CLARITY Act are trading...
Financial stocks were lower in Tuesday afternoon trading, with the NYSE Financial Index decreasing 0
The last time the Federal Reserve hiked rates, Bitcoin’s price remained steady – but that was over three years ago.
Apple (AAPL) stock is roughly 4% below its 52-week and all-time high, offering investors a modest pullback rather than a deep discount.
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.
Consumer stocks fell Tuesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF
Nvidia is letting a rival chipmaker plug directly into its own racks, and the move only looks like a concession until you follow the money through every layer of the data center.
The Wyoming Republican says the final text hands Democrats more than 120 of their own demands, including sweeping new ethics rules, as the Senate holds a make-or-break cloture vote Tuesday afternoon.
Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.
Stellar just landed partnerships with a major US bank, the DTCC, and two federal regulators in a single month, yet XLM still trades far below a key resistance level that has blocked every rally since mid-2026. Here is what needs to break first before the price can move.
Skyworks Solutions Inc (NASDAQ:SWKS) rallied as Apple Inc (NASDAQ:AAPL, XETRA:APC) smartphone launch raised expectations for stronger component sales, while progress on its pending Qorvo Inc (NASDAQ:QRVO) merger eased deal uncertainty. The chipmaker's shares rose 12% to $89.06 in afternoon...
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.
Scott Melker explains everything you need to know about two crypto-related bills that are set for US House consideration this week. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
Bitcoin, crypto stocks and digital assets slipped as Wall Street braced for two major Washington decisions.
GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying. The easy read is that the good news is in the price, and the coming three years just work that backlog off. A three-year scenario on the company's own numbers puts a size on what is left.
Jim Cramer has a one-sentence fix for Tesla's brutal year, and it flips every assumption about the Musk empire on its head. The company most people assume is the buyer in any combination deal is not the one Cramer says should write the check.
Bank of America (NYSE:BAC) unit Merrill introduced two new client services focused on portfolio transitions and systematic cash investing. The Tax Efficient Transition Service is designed to help clients move existing portfolios into Merrill strategies while managing tax implications. The new Dollar Cost Averaging Service aims to automate scheduled investing of idle cash into client portfolios. Merrill's Tax Efficient Transition Service and Dollar Cost Averaging Service sit within a broader...
Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.
MMM's dividends, buybacks, remaining repurchase capacity and strong cash-flow outlook support continued shareholder returns.
Sunrise Technologies, a global Microsoft AI Business Solutions partner, has been selected for this AI Business Solution's 2026-2027 Microsoft Inner Circle membership. Participation within Inner Circle is based on sales achievements that rank Sunrise Technologies in the top echelon of Microsoft's AI Business Solutions global network of partners. It's widely acknowledged that Inner Circle members perform at a high-level by delivering valuable and innovative solutions that help organizations excel.
Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.
FEATURE Stocks declined Tuesday as the yield reached its highest level in 19 years. Investor fears over the selloff in artificial-intelligence stocks eased somewhat. AI-related stocks fared better Tuesday after taking a battering on Monday following calls for a slowdown in AI development.
Casey’s shares sank after earnings, but Bank of America sees the selloff creating an opening as temporary pressures cloud stronger trends.
Will AI wipe out humanity or bring about a utopia? Predictions are flying about it and stocks are caught in the middle.
ARK Invest singled out one crypto stock for its heaviest selling of the session, and the Senate vote looming today could either rescue it or accelerate the slide for reasons that have nothing to do with the broader market.
The Carolina Panthers today announced the launch of 3rd & Goal, a new flagship platform developed in collaboration with Bank of America that invests in the critical years of childhood development through literacy (Read 20), physical wellness (Play 60) and personal well-being (Feel 100). The program will launch this year and is expected to reach 10,000 students across North and South Carolina.
Elon Musk is promising a Tesla reveal so extraordinary it requires a live audience to prove it isn't AI-generated, but prediction markets are quietly telling a very different story about what actually happens next.
Ethereum just posted its best 30-day gain of 2026 inside its worst 12-month stretch since 2022, and two calendar dates in the next five weeks will determine whether that rally holds or collapses.
Apple (AAPL) just rolled out the iPhone Duo foldable alongside the iPhone 18 Pro family, Apple Watch Series 12 and AirPods 5, giving investors a fresh hardware and AI driven catalyst to assess. The recent product wave comes amid a strong run in Apple’s market value. The share price stands at $333.08, with a 30-day share price return of 8.87% contributing to a 22.9% year-to-date gain and a 41.24% total shareholder return over the past year. This performance suggests momentum has been building...
The global quantum computing market is forecast to grow from USD 8.6 billion in 2026 to USD 86.4 billion by 2036, at a 26.0% CAGR. Growth is driven by Quantum-as-a-Service (QaaS), advances in qubit performance, cloud access, government investment, and demand for simulation, optimization, cryptography and AI. North America leads the market, while Asia-Pacific is set for the fastest growth. The report analyzes technologies, applications, regional trends and key companies, including IBM, Google, Mi
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
ORCL vs. MSFT: Which Stock Is the Better Value Option?
Apple Shares Drop as India Probes Software Warranty and Repair Costs
The company published detailed behavioral limits, but its current models have not yet been trained on them.
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
Industry safety warnings have not canceled orders, yet Nvidia's concentrated revenue leaves little tolerance for hesitation.
Bitcoin just posted behavior that gold bugs have claimed for years was impossible, and the bond market may be the reason why. Whether that makes BTC a true safe-haven asset or simply a temporary traveling companion for gold depends on what the Fed does next.
The FAA lists a date for SpaceX's Starship test flight 14, which could take off as early as next week. Elon Musk sets goals for Flight 15.
Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.
e.l.f. Beauty's (ELF) upcoming launch of its Rhode products across Sephora stores in Europe presents
Bank of America Corporation (NYSE:BAC) expects third-quarter investment banking fees to fall by at least 10% year over year, which highlights a broader normalization across capital markets after an unusually strong first half of 2026. BofA expects investment banking fees of roughly $1.6 billion to $1.8 billion in the third quarter, compared with $2 billion […]
Investor Gary Black says that Tesla Inc.‘s dominance over the U.S. domestic EV market could be attributed to a scaling down of EV efforts by legacy automakers, among other reasons. Model Y Rejig Drove Higher Sales In a post on...
14:28
Seeking Alpha
Anthropic is closing in on a public valuation that would place it among the most valuable companies on Earth, yet a single glaring vulnerability in its business model has investors questioning whether that number makes any sense at all.
Fed rate-hike bets and rising borrowing costs put consumer discretionary ETFs under pressure, but select funds may offer resilience.
Elon Musk, CEO of Tesla Inc (NASDAQ:TSLA) and SpaceX Corp (NASDAQ:SPCX), has backed an argument for an AI slowdown, endorsing AI company Anthropic (Unlisted (US):ANTHRO) CEODario Amodei and his call for caution. Musk replied, “Dario is right,” on X and later said he had been “sounding the...
Manufacturing by Informa’s biennial Canadian event is highlighting topics including industrial AI, electrification, and national security while also reinforcing the importance of packaging, plastics, automation and others.MONTRÉAL, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Advanced Design & Manufacturing Montréal (ADM Montréal returns to Palais des congrès de Montréal from November 10-12. This comprehensive industry showcase brings together six advanced manufacturing areas (packaging, automation, plast
Elon Musk once again hinted at possible deepening collaboration, perhaps the possibility of a merger, between his two major companies: Tesla and SpaceX.
Nvidia stock rises to its 50-day line after a five-day losing streak, ahead of the Fed's rate-setting meeting.
The deal values Glass Imaging, founded by two former Apple engineers, at more than triple its previous $100 million valuation
13:39
Yahoo! Finance
Tesla's brand loyalty cratered and its stock shed over $500 billion in value after Elon Musk waded into politics, yet something unexpected has since shifted the company's fortunes in ways its rivals can no longer match.
SAN FRANCISCO, September 15, 2026--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced a new Accountable designation for AI crawling. In conjunction with this, Cloudflare launched Disallow AI Training, a setting that lets any website refuse AI training while staying fully in search results. Eleven weeks ago Cloudflare said website owners deserved real control over how AI uses their content, and set out what crawler operators would have to provide to earn continu
Merrill today announced the launch of Tax Efficient Transition Service (TET) and Dollar Cost Averaging Service (DCA), new services that combine automation with professional portfolio oversight to help clients simplify asset transitions and cash deployment into managed or custom managed investment strategies in the Merrill Lynch Investment Advisory Program (IAP). Together, these services help clients navigate portfolio transitions with greater ease, consistency and alignment to long-term investme
Brian Moynihan projected $1.6 billion to $1.8 billion in investment banking fees for the quarter, while trading revenue is expected to be flat year over year
Bank of America expects Q3 investment banking fees to slide while trading stalls, but rising wealth fees may cushion the impact on fee income.
The stock market AI selloff continues, bond yields soar, Bitcoin drops ahead of crucial Clarity Act vote, and more news to start your day.
The 10-year Treasury yield is hovering near 5%, a level last seen in 2007
Bank of America materially raised its semiconductor equipment outlook as stronger memory demand and server investment reshape the industry’s capital-spending cycle, according to Investing.com.
Bank of America raised its growth forecast for the US semiconductor industry, projecting an 18% compound annual growth rate between 2026 and 2030, compared with its previous estimate of 14%. The bank attributed the revision primarily to higher expectations for memory chips and server-related components, with data centres expected to contribute to industry demand.
CULVER CITY, Calif., September 15, 2026--This evening at the 78th Primetime Emmy Awards, Apple TV shatters records to become the most awarded network of the year, landing 29 wins overall, including Outstanding Comedy Series for Widow’s Bay as the breakout sensation sweeps all major categories with 14 wins in total and cements itself as the most Emmy-awarded freshman comedy series in history. Additionally, Widow’s Bay lands the most wins for a comedy series in a single season, as well as the most
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
DXY strengthens as Fed hike bets and 5% Treasury yields support the dollar, while EUR/USD and GBP/USD weaken ahead of key policy decisions.
Deepwater Asset Management’s Gene Munster said Monday that Apple Inc.’s (NASDAQ:AAPL) iPhone 18 pre-order wait times have climbed sharply since the weekend, a trend he calls an early, favorable signal of demand across major markets worldwide. Longer Lead Time a Favorable Sign In a post on X, Munster said that average lead times across eight countries reached 2.6 weeks three days into pre-orders, up from 1.6 weeks the day before, matching where Pro models stood at this point last year. He said pa
Bank of America says what matters most is not the number.
QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]
Competition for energy assets is intensifying, with major M&A activity alongside commodity traders and hedge funds such as Gunvor, Citadel and Vitol increasingly buying physical U.S. shale assets.
14 Sep, 2026
PayPal moves up three places as analysts weigh its profit outlook, buybacks and PYUSD growth against slower user gains.
On Sept. 14, 2026, CEO Brian Moynihan flagged weaker trading performance and softer dealmaking fees, keeping investors focused on capital-markets sensitivity.
Maryland late last week appealed an agency ruling that struck down a 2021 law imposing taxes on digital ad sales.
The legal battle is narrowing around a bigger AI rivalry
20:09
Yahoo! Finance
Shortly before SpaceX’s record-setting IPO, we called SpaceX stock worth $90 a share. Before that, we said that SpaceX was the big loser in its February merger with xAI. Now, it looks as if SpaceX shareholders were the winners in the xAI deal and that while SpaceX is still hard to value, it’s worth far more than $90 a share.
The aerospace business has been a shining light for industrials, but Melius analyst Scott Mikus says the good times may be ending.
General Motors Company (NYSE:GM)' digital business is quietly becoming one of its most valuable assets, according to UBS, which raised its price target on the automaker to $114 from $102 on the strength of recurring, high-margin revenue from OnStar and Super Cruise. UBS forecasts GM's total...
General Motors (GM) digital capabilities are an underappreciated and undervalued opportunity that co
Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on […]
While Rivian is a quality name in the EV industry, the risk-reward is not too favorable at these levels.
Nike downgraded, Affirm upgraded: Wall Street's top analyst calls
GM's battery chief says the company aims to source cells entirely from within the U.S. within 2 to 3 years, using sodium-ion chemistry to sidestep Chinese supply chains
Melius Research downgraded GE Aerospace, HEICO, Honeywell Aerospace Technologies, TransDigm and Woodward to ‘Hold’ from ‘Buy’.
Tesla Regains Half the U.S. EV Market as Rivals Retreat
Tesla (TSLA) is regaining ground in the US electric-vehicle market as traditional automakers scale b
06:45
Seeking Alpha
Fed hike expectations support the dollar as DXY breaks above 99.26, while EUR/USD and GBP/USD weaken ahead of key Fed and BoE decisions.
00:00
Seeking Alpha
13 Sep, 2026
MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during
12 Sep, 2026
GE Aerospace (NYSE:GE) is making its largest acquisition since becoming a standalone publicly traded company. It agreed to acquire Consolidated Precision Products (CPP) for around $12 billion. CPP is one of the world’s largest precision castings providers. It’s a major GE supplier. Precision castings is a major pressure point for the aerospace engines industry. Acquiring […]
Both companies are navigating the shift to electric vehicles, but one is doing it while posting record earnings while the other keeps absorbing unexpected costs that make consistent profitability hard to achieve.
Cramer often discussed Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) in the same breath. For the former, he has often expressed optimism about a business recovery, while for the latter, he has repeatedly praised the firm’s CEO, Mary Barra. In his morning appearance on September 3rd, Cramer continued along the same lines: “I […]
GE Aerospace announced an acquisition that will help solve a crucial manufacturing bottleneck.
General Motors Company (NYSE:GM) and Ford Motor Company (NYSE:F), rivals for more than a century in racing and vehicle sales, are now competing in defense contracting and energy storage, CNBC reported on September 5. Ford joined GM this year in seeking U.S. military contracts after the Trump administration approached domestic automakers about using their mass […]
11 Sep, 2026
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
18:48
Seeking Alpha
17:42
Seeking Alpha
Tesla (TSLA) stock trades at about $364, roughly 169 times its adjusted earnings over the past twelve months, meaning normalized net income with stock-based compensation added back. On analysts' own 2027 estimates, the multiple is still steep. So the price leans on wider margins and on products still early in their ramps.
Tesla's operating margins just collapsed to 1.4% and free cash flow turned negative, yet one forward catalyst is quietly building that could dwarf everything the company has delivered so far.
Rivian Automotive (RIVN) began delivering its mass-market R2 to outside customers in June, and the harder part now is building enough of them. Management still expects the car business to exit 2026 with a positive gross profit, which depends on how fast its plant in Normal, Illinois, ramps.
GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.
Fed hike bets rise as traders await U.S. CPI, with DXY testing 99.16 resistance while EUR/USD and GBP/USD remain under pressure.
10 Sep, 2026
Berkshire’s biggest hidden asset may be the one Buffett once regretted.
Boeing's debt burden and negative cash flow contrast sharply with GE's fortress balance sheet and $7.3 billion in free cash flow.
GE Aerospace's Defense & Propulsion Technologies unit posts strong revenue, orders and profit growth, backed by defense demand and recent contracts.
Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.
RTX's GTF fleet creates a growing aftermarket opportunity as Pratt & Whitney expands its global support network and advances engine capabilities.
A 25bp hike is expected today, but the ECB’s next move will hinge on whether the Middle East energy shock fades or becomes embedded in inflation expectations.
DXY struggles despite higher Treasury yields as traders await U.S. PPI and the ECB decision, while EUR/USD and GBP/USD hold bullish support.
00:00
Seeking Alpha
07 Sep, 2026
Japanese yen rallies as traders bet on BoJ rate hike.
Strong U.S. jobs revive Fed hike bets as DXY stalls, while ECB and BoE tightening risks support the euro and pound ahead of key inflation data.
The European Central Bank is widely expected to raise interest rates again on September 10, taking its deposit rate to 2.50%. The decision itself is hardly controversial: all 65 economists surveyed by Reuters between August 31 and September 3 predicted a 25-basis-point increase.
04 Sep, 2026
EUR/USD falls toward 1.1585 after stronger-than-anticipated US jobs data, while USD/JPY tests a major swing low. USD/CAD surges as weak Canadian employment reinforces the bullish technical outlook.
U.S. NFP takes center stage as DXY weakens, while EUR/USD and GBP/USD recover amid diverging Fed, ECB and BoE rate expectations.
03 Sep, 2026
EUR/USD is approaching 1.1640, where signs of exhaustion could offer a short-term selling opportunity, while USD/CAD and USD/CHF are being watched for potential bounces. All three setups remain short-term ahead of Non-Farm Payrolls.
Soft ADP hiring data challenge Fed hike expectations as DXY weakens, while traders turn to Friday’s NFP for the next major dollar catalyst.
02 Sep, 2026
The forex markets continue to watch the ten-year yield in the United States, while the jobs data on Friday could be a big mover if we get an unexpected number.
DXY strengthens as Iran escalation lifts inflation risks and Fed hike bets, while EUR/USD and GBP/USD extend their bearish breakdowns.
31 Aug, 2026
The US dollar got a jolt of energy on Friday. On Monday, we are trying to find out if that was real and sustainable.
Warsh’s hawkish Jackson Hole remarks revive September Fed hike bets as DXY rebounds while EUR/USD and GBP/USD break key technical support.
28 Aug, 2026
EUR/USD, EUR/JPY and AUD/USD await Jackson Hole, with 1.1580, 185.65 and 0.7175 among the key levels shaping today’s forex outlook.
26 Aug, 2026
07 Aug, 2026
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31 May, 2026
Investing.com -- The Reserve Bank of India (RBI) is expected to maintain interest rates at its June monetary policy meeting while adopting a more hawkish tone, according to a new report by Bank of America (BofA) Global Research.

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