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JPM sees AI's $5T cost needing all debt markets; BofA eyes shorting AMZN bonds, not stocks.
Home prices up 33% since 2020, median age for buyers hits 40. High rates & debt crush affordability.
Small biz optimism dips as profits slide; labor shortages persist. Traders eye economic sentiment shifts.
50-yr mortgage: lower monthly pay, but $360K more interest & slow equity build. Experts warn of inflated prices.
Dow jumps 550 pts on optimism, Nasdaq dips as AI stocks like NVDA face profit-taking. Gold hits $4100.
China is developing a “validated end-user” system to fast-track rare-earth exports for civilian firms while blocking U.S. military buyers. The plan mirrors U.S. export controls and could tighten supply chains for dual-use industries.
Sunrun jumps 6.4% on analyst upgrades, price targets to $27. But watch volatility & cash burn!
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