Oil Shock Hits Wall Street – AI Boom Fuels Tech Stocks – Middle East Conflict Heightens Inflation Concerns – Fed Rate Hopes Dwindle - AWS Enters Healthcare Market with AI - Rambus Presents the Most Powerful HBM4E Memory Controller - The Trade Desk Explodes After Positive News
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USA & MACRO SITUATION The S&P 500 (-0.57 %) is under pressure A new shock in oil prices combined with robust U.S. labor market data is driving Treasury yields sharply higher, noticeably diminishing expectations for interest rate cuts from the Federal Reserve. The bond market is experiencing its largest four-day rise in two-year securities since October 2024 – a clear signal that the markets are pushing the monetary policy shift further back. The main driver of this pressure is the Middle East conflict , now entering its sixth...
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