FEDWATCH: “.. If Huang is cleared or chooses an orderly departure, the stock could stabilize around key support above or near $155. However, if the situation ultimately results in his exit due to a security or export-control violation, the repercussions could extend well beyond Nvidia ..” #$NVDA
November 9, 2026 at 12:58 AM
FEDWATCH: “.. If Huang is cleared or chooses an orderly departure, the stock could stabilize around key support above or near $155. However, if the situation ultimately results in his exit due to a security or export-control violation, the repercussions could extend well beyond Nvidia ..” #$NVDA
FEDWATCH:
“.. The AI boom is hiring the people who build data centers, but not those who run them: construction payrolls are up 9% since 2023 while data processing and hosting jobs are down 6%.”
“.. The AI boom is hiring the people who build data centers, but not those who run them: construction payrolls are up 9% since 2023 while data processing and hosting jobs are down 6%.”
November 6, 2026 at 3:44 PM
FEDWATCH:
“.. The AI boom is hiring the people who build data centers, but not those who run them: construction payrolls are up 9% since 2023 while data processing and hosting jobs are down 6%.”
“.. The AI boom is hiring the people who build data centers, but not those who run them: construction payrolls are up 9% since 2023 while data processing and hosting jobs are down 6%.”
FEDWATCH: “.. A major bottleneck in the supply chain for chips, memory, networking, power equipment, and construction has exposed the financial nerve of data centers, as all these components sell into one end market: data-center capex.”
November 6, 2026 at 3:17 PM
FEDWATCH: “.. A major bottleneck in the supply chain for chips, memory, networking, power equipment, and construction has exposed the financial nerve of data centers, as all these components sell into one end market: data-center capex.”
FEDWATCH: “.. Data center and defense spending increasingly compete for the same chips, power, and industrial capacity. .. So the real slowdown could be a double whammy: defense spending and data centers.”
November 5, 2026 at 1:13 PM
FEDWATCH: “.. Data center and defense spending increasingly compete for the same chips, power, and industrial capacity. .. So the real slowdown could be a double whammy: defense spending and data centers.”
FEDWATCH: “.. Same rally, very different hangover: tech is nursing a 15% pullback, leveraged tech a 55% drawdown, and #$SOXL an 84% collapse from its peak.
.. A sharp V-shaped rebound would let 3x funds claw back quickly, while a grinding chop would keep them pinned far below their highs.”
.. A sharp V-shaped rebound would let 3x funds claw back quickly, while a grinding chop would keep them pinned far below their highs.”
November 7, 2026 at 5:14 PM
FEDWATCH: “.. Same rally, very different hangover: tech is nursing a 15% pullback, leveraged tech a 55% drawdown, and #$SOXL an 84% collapse from its peak.
.. A sharp V-shaped rebound would let 3x funds claw back quickly, while a grinding chop would keep them pinned far below their highs.”
.. A sharp V-shaped rebound would let 3x funds claw back quickly, while a grinding chop would keep them pinned far below their highs.”
FEDWATCH: “.. Anthropic’s compute bill has nearly quintupled in a year, and its financing costs are climbing as free partner money gives way to paid leases. Building frontier AI is getting more expensive on both fronts.”
November 2, 2026 at 5:41 PM
FEDWATCH: “.. Anthropic’s compute bill has nearly quintupled in a year, and its financing costs are climbing as free partner money gives way to paid leases. Building frontier AI is getting more expensive on both fronts.”
FEDWATCH: “.. The AI bubble has been deflating since June, but the unwind may not be over yet. Relative to the S&P Equal Weight ex-AI index, there is still room for further mean reversion.”
November 1, 2026 at 4:25 PM
FEDWATCH: “.. The AI bubble has been deflating since June, but the unwind may not be over yet. Relative to the S&P Equal Weight ex-AI index, there is still room for further mean reversion.”
FEDWATCH: “.. CDS spreads on free-cash-flow-poor companies have spiked, while cash-rich balance sheets remain relatively insulated, signaling that liquidity is becoming the market's most valuable asset.”
October 31, 2026 at 4:45 PM
FEDWATCH: “.. CDS spreads on free-cash-flow-poor companies have spiked, while cash-rich balance sheets remain relatively insulated, signaling that liquidity is becoming the market's most valuable asset.”
you can't count on queer advo nationals to oppose KOSA for you on queer and trans young people's behalf because they are not
here's my final slack message minutes before all my work accounts got terminated
here's my final slack message minutes before all my work accounts got terminated
November 5, 2026 at 5:02 PM
you can't count on queer advo nationals to oppose KOSA for you on queer and trans young people's behalf because they are not
here's my final slack message minutes before all my work accounts got terminated
here's my final slack message minutes before all my work accounts got terminated
FEDWATCH: “.. a ‘stealth bear market’ is underway, while the broader market still clings to a bull market. The emergence of bear markets could have macro consequences.”
October 30, 2026 at 2:01 PM
FEDWATCH: “.. a ‘stealth bear market’ is underway, while the broader market still clings to a bull market. The emergence of bear markets could have macro consequences.”
Traders currently see a 73% chance of a 25-basis-point rate hike next month, up slightly from 67% on Thursday, according to CME FedWatch.
finance.yahoo.com/economy/arti...
finance.yahoo.com/economy/arti...
November 6, 2026 at 2:20 PM
Traders currently see a 73% chance of a 25-basis-point rate hike next month, up slightly from 67% on Thursday, according to CME FedWatch.
finance.yahoo.com/economy/arti...
finance.yahoo.com/economy/arti...
3/3 CME FedWatch projects the next rate hike in December.
Also, AI agents, China, datacenters, DC gridlock, deficit & debt, non-AI income, pharma, semis; AA, GOOGL, UBER, RAAX, RMD, SOXX.
#PersonalFinance, #Barrons
ybbpersonalfinance.proboards.com/thread/1203/...
Also, AI agents, China, datacenters, DC gridlock, deficit & debt, non-AI income, pharma, semis; AA, GOOGL, UBER, RAAX, RMD, SOXX.
#PersonalFinance, #Barrons
ybbpersonalfinance.proboards.com/thread/1203/...
ybbpersonalfinance.proboards.com
November 7, 2026 at 2:31 PM
3/3 CME FedWatch projects the next rate hike in December.
Also, AI agents, China, datacenters, DC gridlock, deficit & debt, non-AI income, pharma, semis; AA, GOOGL, UBER, RAAX, RMD, SOXX.
#PersonalFinance, #Barrons
ybbpersonalfinance.proboards.com/thread/1203/...
Also, AI agents, China, datacenters, DC gridlock, deficit & debt, non-AI income, pharma, semis; AA, GOOGL, UBER, RAAX, RMD, SOXX.
#PersonalFinance, #Barrons
ybbpersonalfinance.proboards.com/thread/1203/...
One market read of the print: FedWatch odds of a December hike rose to ~77% from ~67% after +165k, and the 10y closed at 4.86% (Treasury). Our ECO-19: 35% the 10y par yield closes at or above 5.00% any day by 14 Nov. wire-daily-brief.pages.dev/economics/
November 7, 2026 at 7:41 PM
One market read of the print: FedWatch odds of a December hike rose to ~77% from ~67% after +165k, and the 10y closed at 4.86% (Treasury). Our ECO-19: 35% the 10y par yield closes at or above 5.00% any day by 14 Nov. wire-daily-brief.pages.dev/economics/
Fed December rate hike probability at 72.8% ahead of nonfarm payrolls
Ahead of US October nonfarm payrolls, CME FedWatch shows a 72.8% probability of a December rate hike. The market-implied odds frame how the upcoming payrolls data will be traded.
Ahead of US October nonfarm payrolls, CME FedWatch shows a 72.8% probability of a December rate hike. The market-implied odds frame how the upcoming payrolls data will be traded.
Fed December rate hike probability at 72.8% ahead of nonfarm payrolls
www.panewslab.com
November 6, 2026 at 1:45 PM
Fed December rate hike probability at 72.8% ahead of nonfarm payrolls
Ahead of US October nonfarm payrolls, CME FedWatch shows a 72.8% probability of a December rate hike. The market-implied odds frame how the upcoming payrolls data will be traded.
Ahead of US October nonfarm payrolls, CME FedWatch shows a 72.8% probability of a December rate hike. The market-implied odds frame how the upcoming payrolls data will be traded.
20261109-07：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 8, 2026 at 10:48 PM
20261109-07：FF金利先物の織り込み状況をお知らせします。
20261106-23：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 6, 2026 at 2:04 PM
20261106-23：FF金利先物の織り込み状況をお知らせします。
20261105-23：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 5, 2026 at 2:04 PM
20261105-23：FF金利先物の織り込み状況をお知らせします。
20261104-23：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 4, 2026 at 2:04 PM
20261104-23：FF金利先物の織り込み状況をお知らせします。
20261104-11：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 4, 2026 at 2:05 AM
20261104-11：FF金利先物の織り込み状況をお知らせします。
Guessing the people who run the CME FedWatch tool are not loving this announcement and the resulting implications for its methodology
CHANGE IN THE FOMC SCHEDULE
Eight meetings per year still, but one meeting will NOT include a rate setting.
Warsh expects 2 & 6 for 2028.
Eight meetings per year still, but one meeting will NOT include a rate setting.
Warsh expects 2 & 6 for 2028.
October 28, 2026 at 7:24 PM
Guessing the people who run the CME FedWatch tool are not loving this announcement and the resulting implications for its methodology
20261103-23：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 3, 2026 at 2:03 PM
20261103-23：FF金利先物の織り込み状況をお知らせします。
20261103-19：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 3, 2026 at 10:29 AM
20261103-19：FF金利先物の織り込み状況をお知らせします。
20261103-11：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 3, 2026 at 2:06 AM
20261103-11：FF金利先物の織り込み状況をお知らせします。
20261102-23：FF金利先物の織り込み状況をお知らせします。
【FEDウォッチ監視ツール】Fed Watch Watcher（FF金利動向履歴） | 投資トレード喫茶ふぇいばあ
FF金利先物から将来の政策金利を予想するCMEのFedWatchツールを、定期的に監視するツールを作成しました。市場予想の推移履歴を一覧にして公開しています。米国FRBの動向で株や債券、ドル円等の為替や商品市場が動くため日常的に使用下さい。
cafefavor.com
November 2, 2026 at 2:04 PM
20261102-23：FF金利先物の織り込み状況をお知らせします。