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Lead · Financial Times · 4h ago

Bessent says Nvidia needs ‘shake-up’ with external CEO

US Treasury secretary demands to know if chipmaker is complying with restrictions on exports to China

Rates & macroManagement

CNBCNov 13
Chicago Fed's Goolsbee says central bank 'has definitely got work to do' on inflation
The policymaker expressed concern about the latest inflation data, telling CNBC that the central bank likely will need to take action.
Rates & macro
CNBCNov 12
In a policy switch, the Fed says its October 2027 meeting will not see a vote on interest rates
There will be seven voting meetings next year, with the October session set up as extra time for policy deliberation without a formal vote or post-meeting statement.
Rates & macro
BBCNov 12
UK economy grows at fastest rate for more than two years
The UK economy grew by 0.7% in the three months to September, according to official figures.
Rates & macro
CNBCNov 11
Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes
The consumer price index rose more than expected in October, raising alarm among Federal Reserve officials.
Rates & macro
CNBCNov 10
Fed Governor Waller sees December hike likely, opens door to possible half-point increase
The policymaker said he "is leaning toward" a rate increase in December and could support a half-point hike depending on inflation data.
Rates & macro
BBCNov 10
US inflation higher than expected in October - here's what is happening with prices
Prices rose by 0.4% over the month, driven by increases in shelter, food and energy costs.
Rates & macro
CNBCNov 10
Polymarket says annualized revenue has topped $1.8 billion
Amid growth of its U.S. exchange, the prediction market platform’s current annual run-rate is $1.8 billion.
EarningsRates & macro
CNBCNov 9
Boeing to cut 5% of commercial airplane workers as production increase takes longer than expected
Boeing has been working to stabilize production rates of its bestselling 737 Max planes, which are made outside of Seattle.
Rates & macro
CNBCNov 6
Americans are on a 'treadmill of high inflation' and more rate hikes are likely, Fed's Daly says
San Francisco Fed President Mary Daly called Friday's jobs report "good news for American workers," but noted the pressure inflation is exerting on household finances
Rates & macro
CNBCNov 6
The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%
Coreweave's steep yields reflect stress in the AI debt markets as investors worry about a data center slowdown. What comes next.
Rates & macro
CNBCNov 5
Barkin sees interest rate hikes ahead, but at a gradual pace
In a CNBC interview, the policymaker expressed concern over inflation and said monetary policy will need to adjust.
Rates & macro
WSJJan 27
Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
Arabica coffee prices hit a record level, as traders digested the withdrawal of President Trump’s threats to impose tariffs and economic sanctions on Colombia.
Rates & macro
WSJJan 27
U.S. Treasury Yields Fall But Direction for Long-End Yields Still Seen Upward
The 10-year U.S. Treasury yield fell and ING said the the long end of the Treasury curve will continue trading at higher yields even as Trump hasn’t delivered anything to shock markets so far.
Rates & macro

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Acquired

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Inside the endowments, family offices and managers who allocate capital.

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Bloomberg

Odd Lots

The plumbing of markets and the economy, explained by the people who run it.

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Bessent says Nvidia needs ‘shake-up’ with external CEO

Chicago Fed's Goolsbee says central bank 'has definitely got work to do' on inflation

In a policy switch, the Fed says its October 2027 meeting will not see a vote on interest rates

UK economy grows at fastest rate for more than two years

Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes

Fed Governor Waller sees December hike likely, opens door to possible half-point increase

US inflation higher than expected in October - here's what is happening with prices

Polymarket says annualized revenue has topped $1.8 billion

Boeing to cut 5% of commercial airplane workers as production increase takes longer than expected

Americans are on a 'treadmill of high inflation' and more rate hikes are likely, Fed's Daly says

The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%

Barkin sees interest rate hikes ahead, but at a gradual pace

Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat

U.S. Treasury Yields Fall But Direction for Long-End Yields Still Seen Upward

Long-form, for long-term thinkers.

Acquired

Business Breakdowns

Invest Like the Best

Value Investing with Legends

We Study Billionaires

Founders

The Knowledge Project

Capital Allocators

Odd Lots

Bessent says Nvidia needs ‘shake-up’ with external CEO

Chicago Fed's Goolsbee says central bank 'has definitely got work to do' on inflation

In a policy switch, the Fed says its October 2027 meeting will not see a vote on interest rates

UK economy grows at fastest rate for more than two years

Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes

Fed Governor Waller sees December hike likely, opens door to possible half-point increase

US inflation higher than expected in October - here's what is happening with prices

Polymarket says annualized revenue has topped $1.8 billion

Boeing to cut 5% of commercial airplane workers as production increase takes longer than expected

Americans are on a 'treadmill of high inflation' and more rate hikes are likely, Fed's Daly says

The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%

Barkin sees interest rate hikes ahead, but at a gradual pace

Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat

U.S. Treasury Yields Fall But Direction for Long-End Yields Still Seen Upward

Acquired

Business Breakdowns

Invest Like the Best

Value Investing with Legends

We Study Billionaires

Founders

The Knowledge Project

Capital Allocators

Odd Lots