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Waller Breaks With Warsh | Private Credit Gates | Record Import Line

Sep 3, 2026

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5 min read

Waller Breaks With Warsh | Private Credit Gates | Record Import Line

Waller said give disinflation a chance and cut September hike odds by 15 points. ISM services then showed the opposite. Private credit gated exits while lending at 9% to the AI trade. Nvidia bought Hugging Face. Capital goods imports hit a record.

Dio Pouerie, +1

Broadcom’s Financing | HPE vs Snowflake | Europe’s Gas Risk | Unhedged U.S. Assets

Sep 3, 2026

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5 min read

Broadcom’s Financing | HPE vs Snowflake | Europe’s Gas Risk | Unhedged U.S. Assets

Broadcom is bridging customer cash gaps. Europe enters winter with gas storage at a 15-year low. Foreign investors hold record U.S. assets with little currency protection. The government filed for OpenAI.

Dio Pouerie, +1

Growth Drives Yields Not Deficits | ADP Misses Hard | Housing vs Data Centers | Ryanair Cuts | PG&E Slashes Spending

Sep 2, 2026

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6 min read

Growth Drives Yields Not Deficits | ADP Misses Hard | Housing vs Data Centers | Ryanair Cuts | PG&E Slashes Spending

The bond market is pricing growth gaps, not just deficits. ADP came in weak with manufacturing negative. Data centers took $170B from housing. Ryanair cut winter capacity on fuel. PG&E slashed $2B after California failed to act.

Dio Pouerie, +1

Token Prices Collapse | Dell's $192B Guide | Labs Ship Cheaper Models

Sep 2, 2026

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5 min read

Token Prices Collapse | Dell's $192B Guide | Labs Ship Cheaper Models

AI token prices hit a record low while Dell guides to $192B partly on cost pass-through. Two labs shipped cheaper models the same day. OpenAI flagged its own upcoming model as a cyber risk. Barr and Bessent publicly disagreed on September.

Dio Pouerie, +1

Four Curves Hit Decade Highs | Barr Goes Hawkish | Apple's Memory Problem | Shein's Ugly Math

Sep 1, 2026

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5 min read

Four Curves Hit Decade Highs | Barr Goes Hawkish | Apple's Memory Problem | Shein's Ugly Math

Four sovereign bond markets hit decade-plus highs in one session. The Fed confirmed a hawkish shift. The U.S. struck Iran again. Apple's new CEO inherits a memory crunch raising consumer prices. Shein listed at a quarter of its private peak.

Dio Pouerie, +1

Global Bond Selloff | SEC Eyes SPVs | Amazon's Hidden Fees | Nvidia Holds Anthropic's Lease2

Sep 1, 2026

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6 min read

Global Bond Selloff | SEC Eyes SPVs | Amazon's Hidden Fees | Nvidia Holds Anthropic's Lease2

Nvidia holds the lease on Anthropic's $35B cloud deal. Japan's 10-year hit its highest since 1996. The SEC is asking SPV managers to prove what they own. The FTC sued Amazon over $20B in advertiser harm. Venezuela is deploying 52 rigs.

Dio Pouerie, +1

Yes, we’re actually FinancialMarketNews.com– and we live up to the name.

Waller Breaks With Warsh | Private Credit Gates | Record Import Line

Broadcom’s Financing | HPE vs Snowflake | Europe’s Gas Risk | Unhedged U.S. Assets

Growth Drives Yields Not Deficits | ADP Misses Hard | Housing vs Data Centers | Ryanair Cuts | PG&E Slashes Spending

Token Prices Collapse | Dell's $192B Guide | Labs Ship Cheaper Models

Four Curves Hit Decade Highs | Barr Goes Hawkish | Apple's Memory Problem | Shein's Ugly Math

Global Bond Selloff | SEC Eyes SPVs | Amazon's Hidden Fees | Nvidia Holds Anthropic's Lease2

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Yes, we’re actually FinancialMarketNews.com
– and we live up to the name.

Privacy Policy | Terms of Service | SMS Terms
©2026 All rights reserved. FinancialMarketNews.com, a brand of Traders & Quants, LLC.