Wall Street Shakes Off Interest Rate Fears and Returns to Risk-On Mode at the Start of the Week, While Gold and Bitcoin Reignite the Debasement Debate – Anthropic Heads Towards the Largest IPO of All TimeAnd NVIDIA Negotiates With Chip Start-Up Rebellions Ahead of the Highly Anticipated Quarterly Figures – the DAX Stabilizes Above 26,000 Points After Four Days of Losses

USA & MACRO-ENVIRONMENT Wall Street finds its balance at the start of the week The S&P 500 rises +0.33%, while the tech-heavy Nasdaq 100 remains almost unchanged at −0.08%, putting investors in a wait-and-see mode ahead of upcoming tech catalysts. The stabilizing factor is a calming in the bond market, after a sharp spike in yields the previous week had pressured prices, driving the yield on 30-year US bonds to its highest level since 2007. The focus is on fiscal policy US Treasury Secretary Scott Bessent signals a willingness...