Investors are laser-focused on Fed Chair Jerome Powell’s remarks at Jackson Hole. Evercore ISI’s Julian Emanuel cautions that without a decisive pivot or guidance toward easier policy, equities could retrace as much as 15% from recent highs as valuations and rate expectations collide.
Source: MarketWatch
Retail’s big week: Walmart, Home Depot and Target to give the clearest read on the U.S. consumer
America’s biggest retailers report this week, offering a critical read-through on spending, margins, and whether tariffs are nudging prices higher. CEO commentary on traffic, promotions, and inventory will shape the outlook for discretionary demand into the holidays.
Source: MarketWatch
China stocks surge: Shanghai Composite touches a 10-year high as investors rotate from bonds
Mainland equities rallied, lifting the Shanghai Composite to its highest level since 2015 as savers shift out of low-yielding deposits and government bonds in search of better returns. The move underscores a tentative risk appetite despite lingering growth and property-sector headwinds.
Source: South China Morning Post
Private equity deal watch: Thoma Bravo in talks to buy Dayforce
Thoma Bravo is in discussions to acquire HR software provider Dayforce, in what would be one of the year’s marquee software buyouts. A deal would further cement private equity’s appetite for mission-critical enterprise software amid resilient recurring revenue and cash flow.
Source: Seeking Alpha
Goldman: Retail traders have become a critical force in U.S. equity markets
Retail investors now play a decisive role in market liquidity and price action, according to Goldman Sachs. Their activity continues to shape intraday volatility, single-stock momentum, and demand for structured and options-based products.
Source: Seeking Alpha
EU pushes back on linking U.S. trade deal to digital rules
European officials are resisting U.S. efforts to tie broader trade negotiations to digital-policy concessions, the Financial Times reports. The standoff highlights growing transatlantic frictions over data, platform governance, and regulatory sovereignty that could impact tech giants.
Source: Seeking Alpha
Air Canada suspends guidance after strike disrupts operations
Air Canada withdrew its outlook as a cabin-crew strike forces widespread cancellations and operational uncertainty. The labor dispute adds pressure to airlines’ cost structures and capacity planning during peak travel season.
Source: Seeking Alpha
You May Also Be Interested In...
- Tech sector’s lofty valuations raise bubble fears, Apollo’s Sløk says
- Google to pay $36M fine over anti-competitive deals with Australian telcos
- SocGen: Dollar’s fate hinges on U.S. growth trajectory
- Klarna inks $26B forward flow deal with Nelnet to scale Pay in 4 in the U.S.
- Plus500 launches new $90M share buyback
- cTrader adds native Python to court algo developers