Quick Read Warsh explicitly stated he does not believe in forward guidance and may eliminate the dot plot that has guided markets since 2012. Removing the dot plot would likely spike short-term market volatility, as Goldman Sachs links clear Fed communication to lower borrowing costs and reduced shocks. The shift forces investors to track real…
Investors in the “Magnificent Seven” stocks are growing more restless about whether heady investments in AI capital expenditures will yield fruitful results. The analysis: The AI capital expenditures boom is likely to weigh on returns on equity (ROE) for the megacap tech stocks in the coming years, Goldman Sachs strategist Ben Snider warned in a…
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw…
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in the quarter, outperforming the S&P 500’s -4.33% return. The fund focuses on long-term capital appreciation. The quarter saw…
By Karen Brettell and Sophie Kiderlin NEW YORK/LONDON, June 15 (Reuters) – The U.S. dollar fell broadly on Monday, hitting a 10-day low against the euro and sterling, after a preliminary agreement to end the U.S.-Iran war pushed oil prices and Treasury yields lower while boosting risk sentiment. U.S. and Iranian officials said on Sunday…
The Bank of Japan’s two-day policy meeting ending June 16, 2026, has an 80–97% market-implied probability of a 25-basis-point BOJ rate hike, raising Japan’s benchmark rate from 0.75% to 1.0%, the highest since 1995. Historically, every BOJ rate hike since March 2024 has led to price drawdowns of 18% to 32%, with an average of…
Cathie Wood, head of Ark Investment Management, has a history of buying stocks shortly after their IPOs. In recent years, Wood’s Ark funds have invested in newly public companies such as Tempus AI (TEM), Coinbase (COIN), and CoreWeave (CRWV), reflecting her strategy of gaining early exposure to high-growth businesses in artificial intelligence, cryptocurrency, and cloud…
SEOUL, June 15 (Reuters) – South Korea’s Mirae Asset Securities apologized to investors on Monday for failing to secure an allocation of SpaceX shares from the U.S. company’s initial public offering, adding that it would consider financial compensation for those affected. In a letter to clients reviewed by Reuters, Mirae Asset Securities co-CEOs Kim Mi-seob…
Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. And check out our new daily news show covering all of the top stories in 5 minutes, downloadable on Apple Pod or Spotify. GM! Today’s top news: Crypto majors jump over the…
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here. Baron Real Estate Fund was recognized as the Best Real Estate Fund Over Three Years at the 2026 LSEG Lipper Funds Awards, reflecting the three-year performance ending December 31,…
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