The bull market’s biggest enemy right now could be Bessent’s interventions
A stronger yen and higher Treasury yields could become a toxic combination for the bull market in stocks. Source：MarketWatch
Bitcoin fails to reclaim $80K as Bessent fuels yen strength around 153 per dollar
Bitcoin trended lower with US stocks on Iran escalation while US Treasury Secretary Scott Bessent contributed to fears of a yen carrytrade unwind.…
Oil at $100? Why you should always have energy stocks in your 401(k).
Energy and resource stocks have zigged while the market has zagged. Source：MarketWatch
Investors worried about rising bond yields are keeping a close eye on this corner of the market
U.S. smallcap stocks have hit a pivotal point, trading below a key level as interest rates in the bond market climb ahead of the Federal Reserve’s highly…
Germany moves to tax bitcoin like stocks as new draft bill targets tax-free gains
Existing holdings would keep the current tax treatment, which can allow taxfree sales after a 12month holding period. Source：CoinDesk
Why UBS is telling investors to forget Europe’s ‘tired caricature’ and buy its stocks
Value trap no more, European stocks are of high quality and underowned, say UBS strategists. Source：MarketWatch
Bessent says ‘I am the house now.’ What it means for the yen — and U.S. stocks.
Treasury Secretary Scott Bessent has never been accused of being a wallflower, but speaking in front of Southern Methodist University’s business school on…
Stocks are stumbling after Labor Day. Why the easy gains of 2026 may be over.
Stocks might soon need to adapt to the Federal Reserve’s first rate hike since 2023. Source：MarketWatch
Why a stronger Japanese currency could spell trouble for AI and technology stocks
A rapid unwind of the Japanese yen ‘carry trade’ could trigger a stock selloff, particularly hurting highvaluation U.S. tech names. Source：MarketWatch
These software stocks are in a prime spot to benefit from a rapidly shifting AI landscape
Adobe tops a list of software companies ranked by cash generation, while sector heavyweights Microsoft and Oracle are at the bottom. Source：MarketWatch
Bitcoin faces key support test at $78.3K as US crude oil hits three-month high
Bitcoin fell with US stocks on the opening of Tuesday’s Wall Street trading session as analysis warns that BTC price support at $78,300 must hold.…
Beneath the surface, the next market leaders are getting ready to break out, says Morgan Stanley
Earnings estimates are starting to pick up for artificialintelligence adopters — and their stocks are due to rise as well, argues Morgan Stanley.…