Japan preliminary September PMIs. Manufacturing 51.0 (prior 51.5) Services 51.9 (49.5)

SpaceX stock plunges 23% post-IPO, wiping out average investor gains. Valuation concerns rise.

The BOJ's June meeting summary shows broad board support for the rate hike on inflation spread risk, one deflation warning, and a decision to pause JGB tapering from April 2027.

$17.5B in nuclear loans fuel renaissance; expect supply chain boost & reactor growth.

TD Securities forecasts Australian May headline CPI easing to 4.2%, below the 4.3% consensus, with the RBA expected to hold in August even if inflation surprises higher.

Deutsche Bank cuts its Q4 gold base case to $4,800/oz on Fed hawkishness and weak investment demand, warning a rate-hike scenario could drag the metal to $3,800.

Retail investors chase AI upside as pros stay cautious and Nasdaq longs pile up Investors are chasing the AI trade with historic conviction, and the risks are stacking up to match.

CEG's 15-yr Walmart nuclear deal boosts valuation; stock seen 25.6% undervalued.