Market Notes

Yields Surge, Warsh Warns: Markets Digest a Divided Fed as Microsoft and Meta Chart Opposite AI Paths

· 6 min read · by James Carter, Nova Ventures Research

Futures rebound after a Fed-day rout as a 9-3 hawkish hold and surging Treasury yields collide with a stark earnings divergence between Microsoft and Meta. GDP, jobless claims, and Core PCE headline the data before Amazon, Apple, and Coinbase report tonight.

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