AI stocks face bubble fears: 54% of fund managers see tech overvalued. Vendor financing deals spark dot-com crash déjà vu.
BTC, ETH, XRP dump on trade war fears. $19B wiped out as crypto faces macro risks. Gold shines.
Trucking capacity tightens 6.7% as immigration enforcement sparks 42% spot rate hikes in Gary, IN. Traders watch.
Shell greenlights Nigeria's HI gas project, adding 60k boe/d peak output & boosting LNG capacity by 12M tons.
IMF warns AI boom valuations echo dot-com bust, but less systemic risk. Less debt, fewer broad impacts.
Short-term Treasuries dip on Fed cut hopes, but long yields resist due to inflation & deficits. 10-yr yield near 4%, expected to hold.
IMF warns tariffs to slow global growth to 3.2% in 2025; US inflation sticky at 2.7%, rates higher.
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