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СпутникиРНSpaceXРоскосмосNASAMarket strategist Ed Yardeni suggests corporate earnings, geopolitical stability, and the evolving AI trade are now overshadowing the Federal Reserve's influence on equities. Investors have largely adjusted to higher interest rates, with inflation easing and the economy showing resilience. Yardeni notes "AI fatigue" is leading to sector rotation, but believes AI's long-term potential remains strong, with a broadening market expected beyond the tech-centric rally.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | US Stock market: Fed's Daly says AI, inflation uncertainty clouds interest rate outlook | 0 | 7 | 03-07-2026 |
| 2 | US Stock Market: Soft US jobs data eases Fed rate fears, lifts market sentiment | 2 | 7 | 03-07-2026 |
| 3 | AI Split Asia Into Winners and Losers. The Balance Looks Unsustainable. | -3 | 6 | 03-07-2026 |
| 4 | FMCG could outshine, IT guidance key this earnings season: Narendra Solanki | 2 | 7 | 03-07-2026 |
| 5 | Global Market: Australian shares log best week in 3 as Fed-hike bets cool; banks, miners lead | 3 | 7 | 03-07-2026 |
| 6 | Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani | 7 | 8 | 03-07-2026 |
| 7 | Dollar steady as focus turns to US payrolls, yen intervention jitters persist | 0 | 5 | 02-07-2026 |
| 8 | Nitin Raheja bets on auto, consumer durable sector; stays cautious on IT | 2 | 6 | 03-07-2026 |
| 9 | ASX set to slide, tech stocks weigh down Wall Street | -2 | 5 | 01-07-2026 |
| 10 | 10-year Treasury yield is little changed as traders weigh new U.S. inflation data | 0 | 7 | 31-07-2025 |