commodities

Macro investor Otavio Costa blasts Federal Reserve's Trimmed-Mean PCE inflation metric as misleading, claiming debt dynamics undermine Fed independence and justify rate cuts despite persistent inflation.

Large-cap stocks posted strong gains during shortened week. VinFast led with 42.77% surge, while Alcoa and infrastructure stocks gained 20%+.

S&P 500 posts early Q2 gains but elevated VIX signals caution as index approaches key technical resistance levels. Treasury yields consolidate near 4% while geopolitical tensions support oil near $100/barrel.

Bitget Wallet integrates Hyperliquid's HIP-3 to enable 24/7 trading of equities, ETFs, commodities, and pre-IPO assets through self-custodial infrastructure.

Concerns about Fed independence draw Nixon-era comparisons, prompting investors to seek inflation protection through TIPS, commodities, and energy ETFs.

State Street launches $ALLW ETF packaging Ray Dalio's all-weather portfolio strategy, enabling retail investors to access diversified asset allocation previously restricted to institutions.

Hormuz blockade drives oil and fertilizer prices higher, benefiting $XOM, $CF, and $EGY through supply constraints and regional advantages.

State Street launches ALLW, a Bridgewater-designed ETF using leverage and multi-asset diversification to navigate inflation, recession, and geopolitical risks.

Middle East tensions drive oil prices higher, triggering market volatility. Energy spikes historically prove temporary; investors should prepare to buy quality stocks at discounted prices.

International stocks attract $104B in 2026 versus $25B for U.S. funds, outperforming domestic markets amid commodity demand and currency shifts.

Caterpillar stock surged 124% on AI data center demand. Strong balance sheet and 30-year dividend streak position $CAT for continued growth.

Copper producer Freeport-McMoRan and lithium producer Albemarle attract investors as commodity prices stabilize, positioning both for growth amid expanding production and rising EV demand.

Nasdaq surged past 25,000 led by tech stocks, while oil and gold rallied on Middle East tensions. Cadence Design Systems jumped 10% on strong results despite Palo Alto Networks declining despite beating earnings.

U.S. markets rally on softer inflation data boosting rate-cut expectations. Small-cap stocks, commodities, and growth sectors lead as investors bet on lower borrowing costs ahead.