August brought some welcome relief for investors. US stocks hit fresh record highs around the middle of the month, Nvidia's earnings gave the AI trade a lift, and bitcoin clambered above $80,000 for the first time since May.
Bond investors had a rougher ride, though: a sharp
🤖 AI’s latest market impact isn’t just in stocks – it’s in bonds.
Big Tech is borrowing hundreds of billions to fund the AI build-out, potentially adding pressure to long-term yields. 💸
And that changes the investment math.
Here’s what it means for your portfolio 👇
AI’s spending boom is giving consumer electronics a nasty case of “RAMageddon”.
Hyperscalers are gobbling up memory chips for AI infrastructure, while chipmakers are prioritizing lucrative high-bandwidth memory over the lower-end stuff used in phones, laptops, and consoles.
The
🔎 The Focus This Week: US Inflation
Traders have been reading the tea leaves for clues about whether the central bank would raise interest rates.
But between stubborn inflation – arguing for hikes – a weakening jobs market – arguing for cuts – and a notoriously tight-lipped
The Finimize chart of the day shows global food prices rose in August to the highest since the end of 2022.
The UN’s food-price index climbed 1.9% from July, with every major commodity group moving higher.
Sugar led the charge with an 11.9% jump, while wheat gained 2.6% and now
