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[New York Market Watch]Stock Market Rallies Amid Diverging AI Sentiment—Bonds Rise, Dollar Falls
U.S. stocks rallied as diverging AI sentiment drove volatility, with Nvidia and AMD falling while Meta and Alphabet surged; bonds rose, the dollar weakened, and oil prices dropped on hopes for a Russia-Ukraine peace deal and expectations of a Fed rate cut.
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[New York Market Watch]Tech Stocks Rebound on Google AI Momentum—Stocks, Bonds, Dollar All Rise
U.S. tech stocks surged as Google's Gemini 3.0 AI launch fueled optimism, driving gains across equities, bonds, and the dollar amid rising Fed rate cut expectations.
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[New York Now]Pension Funds Increasingly Held Hostage by the 'Too Big to Fail' AI Boom
Pension funds worldwide are increasingly exposed to the AI sector through private credit, equities, and bonds, raising systemic risk concerns as the AI boom intensifies and governments may face pressure to intervene if the bubble bursts.
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[New York Market Watch]Dovish Turn by Fed’s ‘Number 3’ Williams Lifts Equities and Bonds, Pressures Dollar
U.S. stocks and bonds rallied as dovish comments from New York Fed President John Williams fueled expectations for a December rate cut, sending the dollar lower and boosting risk appetite across global markets.
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[Today's Foreign Exchange Analysis]FX Authorities, Pension Funds in Focus as Dollar-Won Rises
The dollar-won exchange rate surged to the low 1,470 won range as Wall Street tech stocks tumbled despite Nvidia's record earnings, fueling risk-off sentiment and prompting close monitoring of potential intervention by South Korean authorities and pension funds.
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[New York Market Watch]Equity Markets Weaken as 'Bubble Theory' Resurfaces—Bonds, Dollar Gain
U.S. equities tumbled as renewed AI bubble fears and Fed warnings triggered a tech sell-off, while bonds and the dollar gained amid rising unemployment and hopes for rate cuts.
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[New York Market Watch]Nvidia Earnings Anticipation Drives Market Rally—Bonds Fall, Dollar Strengthens
U.S. stocks rebounded ahead of Nvidia’s earnings, with tech shares leading gains, Treasury yields rising on hawkish Fed signals, and the dollar strengthening as rate cut expectations faded.
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[New York Market Watch]Continued 'AI Bubble' Concerns Weigh on Equities—Dollar Rises, Bonds Mixed
U.S. equities fell as persistent AI bubble concerns, weak employment data, and a downbeat Home Depot outlook weighed on sentiment, while the dollar rose and bonds traded mixed amid heightened geopolitical tensions.
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[New York Market Watch]Nvidia Caution Spreads, Weighing on Equities; Bonds and Dollar Gain
U.S. equities fell as caution over an AI bubble and Nvidia's earnings weighed on sentiment, while bonds and the dollar gained amid fading Fed rate cut hopes and heightened market volatility.
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[New York Now]How Trump Makes Policy Decisions, According to His Closest Advisor
Kevin Hassett, Chairman of the National Economic Council, detailed President Trump's debate-driven policy process, emphasizing robust internal discussions, reliance on a broad network, and resistance to lobbying influence.
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[New York Market Watch]Nasdaq Barely in the Green Amid AI Bubble Concerns—Bonds Fall, Dollar Rises
U.S. stocks closed mixed as AI bubble concerns and hawkish Fed comments weighed on sentiment; Treasury yields rose, the dollar strengthened, and oil surged after Russian export disruptions.
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[New York Market Watch]'Shutdown Lifted' News Triggers Sell-Off in Equities; Bonds, Dollar Weaken
U.S. stocks tumbled as the government shutdown ended, with investors shifting focus to Fed policy uncertainty and AI bubble concerns; bonds and the dollar also weakened amid lack of key economic data.
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[New York Market Watch]Stocks Mixed as US Government Shutdown Nears End; Bonds and Dollar Gain
US stocks closed mixed as the government shutdown neared resolution, with blue chips gaining, tech shares diverging, bonds rallying on weak data and falling oil, and the dollar edging higher amid OPEC's revised supply outlook.
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[New York Market Watch]Stocks Mixed Despite Imminent End to Shutdown—Dollar Falls, Bond Market Closed
U.S. stocks closed mixed as optimism over the end of the government shutdown faded, with tech shares retreating sharply and the dollar weakening amid disappointing employment data; bond markets were closed for Veterans Day.
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[New York Market Watch]Stocks Rally on Hopes of US Government Shutdown Resolution; Dollar Rises, Bonds Fall
US stocks rallied as hopes grew for an end to the record-long government shutdown, with tech shares surging, Treasury yields rising, and the dollar strengthening amid revived risk appetite.
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[New York Now]Wall Street Weighs AI Bond Hedging Strategies
Wall Street is intensifying efforts to hedge risks from the AI investment boom, as Big Tech’s record bond issuance and rising credit concerns prompt complex strategies like synthetic risk transfer and CDS hedging.
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[Today's Foreign Exchange Analysis]Has the Dollar-Won Rally Run Its Course?
The dollar-won exchange rate is stabilizing after last week's sharp rally, as hopes for a U.S. government shutdown resolution and mixed risk sentiment drive market uncertainty.
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[New York Market Watch]'Shutdown Relief?' Wall Street Ends Flat as Dollar Falls, Bonds Mixed
U.S. stocks ended flat as late-session optimism over a potential government shutdown resolution and upbeat AI sentiment offset earlier losses; the dollar fell for a third day, bonds were mixed, and oil rebounded.
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[New York Market Watch]Investor Sentiment Shrinks Amid Cooling Labor Market—Stocks Down, Bonds Up
U.S. stocks fell and Treasury prices rose as investor sentiment weakened on surging corporate layoffs and a cooling labor market, with the dollar and oil also declining.
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[New York Market Watch]'Despite Bubble Concerns, Strong Earnings Spur Bargain Hunting—Stocks Up, Bonds Down'
U.S. stocks rebounded as strong tech earnings and bargain hunting offset AI bubble concerns, while Treasury yields rose on robust economic data and oil prices fell on rising inventories.