President Trump on Monday announced that he will greenlight the sale of Nvidia's (NVDA) more powerful H200 chips to China.
The consensus is that the Federal Reserve will likely go ahead with a 25 basis point cut on Wednesday after much consternation.
CEO Jamie Dimon called out slow bureaucracy in Europe in a warning that a “weak” continent poses a major economic risk to the US.
Markets are pricing next week's 25bp cut to policy rate target as largely done deal but 2026 outlook for both rates and liquidity remains less clear.