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Nvidia earnings headline a busy week with an all-important inflation reading

President Donald Trump signed a memo Thursday directing federal agencies to dramatically ramp up commercial rocket activity, setting a target of at least 1,000 launches and re-entries annually by 2030, according to Reuters. Last year’s total sat at 178 launches...
Investing.com -- Canada could not fully meet U.S. aluminium import requirements, even if it redirected all domestic production south of the border, Morgan Stanley said in a research note examining potential tariff relief.

Energy prices aren't the headline inflation story any longer.

By Promit Mukherjee and Bhargav Acharya OTTAWA, Aug 22 (Reuters) - Prime Minister Mark Carney said on Saturday that Canada would impose tariffs starting September 8 on imports of U.S. steel,

Investors are looking for Kevin Warsh to clarify his views on how the US central bank should react to stubborn inflation when the Federal Reserve chair speaks on Friday at the annual gathering in Jackson Hole, Wyoming.

A tricky stock market struggles against industry rotation and wavering investor confidence heading into the final full week of August.
Companies are using tariff refunds to lower prices, cushion their margins, and, to a very small extent, return the money straight to the customer.

Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum could be winners from U.S.-Canada trade talks breaking down. Last week those stocks tumbled on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum. New 50% tariffs on a $20 billion worth of Canadian goods, including liquor, electrical equipment and hockey gear, took effect on Saturday.

Thanks to Scott Bessent, Fed Chair Warsh now finds himself stuck between a rock and a hard place.

Walmart is putting its massive tariff refund toward price investments.
Investing.com -- New 50% U.S. tariffs on about $20 billion of Canadian goods took effect Saturday after last-minute trade negotiations collapsed, prompting Canadian Prime Minister Mark Carney to pledge matching retaliation, Bloomberg reported.
Investing.com -- The Federal Reserve’s stock valuation model may be regaining relevance now that Treasury yields are no longer being suppressed by quantitative easing, Yardeni Research said in a note.

TikTok has reached a $400 million settlement with the U.S. Department of Justice, ending a 2024 lawsuit alleging the company violated federal children's privacy laws. The DOJ said Friday that TikTok will pay $300 million immediately and another $100 million after an order vacates an earlier consent decree against its predecessor company, Musical.ly. “This settlement is a major victory for American children and parents,” said U.S. Associate Attorney General Stanley E. Woodward Jr. in a statement.

The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.
US equity indexes rose markedly on Friday, even as bond yields continued to rise after Canada's trad
Federal backing lowers the cost of a major steel upgrade

It’s late August, but the coming week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Vestmo, a quantitative research firm we track at the Barron’s Investor Circle, sent an update on its market barometer on Friday. The barometer takes into account seven different factors, including things such as earnings variability and price momentum. Vestmo noted higher rates, rising oil prices, and a “less supportive” Federal Reserve that is more likely to hike interest rates than cut them are among the drivers of the more risk-off stance.

"Content posted by friends has become a small fraction of the content that users see on Facebook and Instagram -- less than 15% of posts in Facebook's news feed and 5% on Instagram's feed," Meta tells a federal appellate court.

The Fed has held rates steady, but inflation keeps threatening to push them higher again, and not every income investment handles that scenario the same way. Two BDCs with floating-rate portfolios are quietly positioned to turn a potential hike into a dividend windfall.

Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working against it could make the cure worse than the disease.

Most retirees holding the biggest municipal bond ETF assume they are getting the best deal on tax-free income, but a rival fund with the same federal exemption is quietly paying at a rate that makes MUB look like it has one hand tied behind its back.

Getting your share may depend on how you paid and whether you still have the right information.

Newmont Corporation (NYSE:NEM) stock traded higher Friday as strong gold prices and a board appointment supported sentiment around the gold miner. Nasdaq futures rose 0.76%, while S&P 500 futures gained 0.46%.Record Gold Prices Support NewmontSpot gold traded above $4,500 an ounce Friday and headed for a third consecutive weekly gain, according to Trading Economics.Investors turned to safe-haven assets amid volatility in currency and bond markets. Higher oil prices also fueled inflation concerns

Rising Treasury yields and inflation fears drove a broad selloff, leaving the S&P 500 down nearly 2% for the week

Walmart’s finance chief had a message Thursday for analysts pressing the company on its decision to cut prices: Give it time. Walmart said it rolled back prices on more than 11,000 items, including ground beef, citing the ongoing strain on consumers of inflation and high gas prices. The move comes after the company received tariff refunds worth about $2.9 billion, which it’s using to fund the price cuts.


