Key inflation data and AI earnings could set the tone for markets this week.
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Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected
Tesla’s muted Cybercab launch and a new federal safety probe into its steering-wheel-free design sent shares lower, raising questions about the robotaxi’s path to becoming a scalable business.
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Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock
Broadcom fell after earnings despite strong AI chip demand, but analysts remain bullish as investors weigh near-term guidance, TPU share and supply limits.
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Corporate vs Treasury Debt Duration
From 2008 through 2022, the 10-year Treasury yield was never above 3.25%; it spent nearly all of 2019–21 under 2%, while the 30-year bottomed at ~1% in March 2020. What an amazing opportunity to refinance debt at ultra-low rates! But not every institutional debtor is that savvy. Torsten Slok reminds us how much……
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