Damir Tokic

Summary The Fed Chair Warsh retained the hawkish narrative but added the hidden dovish view, which puts the Fed's credibility at stake.

AI stock bounce may be short-covering as token spending drops 41% and Q3 hyperscaler earnings loom. Click here to read more on why it is a good time to sell.

Summary Palantir's AIS platform enables sovereign AI adoption, that's when enterprises take full control of their AI adoption, and that's bad news for hyperscalers and OpenAI/Anthropic.

Summary The market expected another "mild" CPI report, but soft data points to a "hot" report.

Summary Hyperscalers are betting on AGI and singularity, that's when AI capex pays off.

Summary Jensen Huang warns that enterprises don't have access to capital to continue with AI capex.

AlexSecret/iStock via Getty Images The US Debt crisis The US Federal debt just exceeded the $39T level and it's on track to hit $50T by 2029. Is this a problem?

Getty Images The Jackson Hole Symposium The Fed's Jackson Hole Symposium is an important annual meeting organized by the Federal

Summary Inflation expectations have been rising since Bessent announced the increase in the bond buyback program to "stabilize" long term yields, driving the nominal yields higher.

Operation Economic Outcast is designed to economically isolate Iran and force Iran to reopen Hormuz and give up its nuclear program.