Barns

Kevin Warsh’s first Jackson Hole speech as Fed Chair gave traders no clear answer on September rates. So for me, the trade is still about the data. Inflation, jobs and yields could be the next big catalysts with the dollar, stocks, gold and $BTC all ready to react. No

MiniMax is showing serious growth. H1 revenue hit $116.6M, up 283% YoY, while Enterprise & Open Platform revenue jumped 703%. The growth is impressive, but the $293M adjusted net loss is still something to watch. Now the market gets to decide how it values that growth.

Jackson Hole is almost here, and the market is already positioning. CPI is at 3.4%, the Fed funds rate sits at 3.50–3.75%, and traders are still split on what September brings. I’m less interested in the speech itself and more in the reaction after. Dollar → yields → stocks

The U.S. 10Y yield just pushed toward 4.75% yet the dollar isn’t exactly celebrating. Normally, higher yields = stronger USD. But if yields are rising because of inflation and fiscal concerns rather than stronger growth, the signal changes. That USD divergence is worth

Everyone is watching the AI race. But behind every major AI model is one thing: massive computing power. That’s where $NVDA comes in. NVIDIA is powering the chips and infrastructure driving AI forward making it one of the most important stocks to watch in this era.

Jackson Hole 2026 could be a major market catalyst. With Kevin Warsh set to deliver his first keynote as Fed Chair, traders will be watching closely for any signal on the path of US monetary policy. One shift in expectations could ripple across stocks, gold and the dollar.

$FUTU just caught my attention. Q2 came in strong with record trading volume and a 51% margin. Then there’s BABA AI Cloud revenue jumped 45%, while $9.3B is planned for CapEx. Chinese tech is clearly heating up, and I’m watching this space closely. The moves are getting