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Ukrainian Railways: This shipment includes 170,000 tons of grain destined for Danube ports and 343,200 tons of grain destined for the western border.
2026-08-27
Ukrainian Railways: This shipment includes 170,000 tons of grain destined for Danube ports and 343,200 tons of grain destined for the western border.
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2026-08-26
US July PCE largely met expectations but skewed hawkish: headline inflation remains well above the Fed’s 2% target and core PCE held at 3.3%, signaling persistent underlying inflation and making the print modestly hawkish. The gap between core CPI (2
US July PCE largely met expectations but skewed hawkish: headline inflation remains well above the Fed’s 2% target and core PCE held at 3.3%, signaling persistent underlying inflation and making the print modestly hawkish. The gap between core CPI (2.5%) and core PCE (3.3%) reflects differences in weights and methodology — a stronger July CPI does not imply inflation is near the 2% goal. Markets will now focus on Fed official Walsh’s remarks for guidance on the likely policy path, notably whether he views 3.3% core PCE as still too high.
2026-08-27
A Politico report on possible Trump semiconductor tariffs has refocused markets. NVIDIA told investors AI demand remains strong but warned memory shortages could last to 2028. With tightening supply and firmer demand, proposed tariffs would pressure
A Politico report on possible Trump semiconductor tariffs has refocused markets. NVIDIA told investors AI demand remains strong but warned memory shortages could last to 2028. With tightening supply and firmer demand, proposed tariffs would pressure corporate margins and would disproportionately hit the AI ecosystem on structural and supply grounds. NVIDIA’s largest customers—big tech firms—would face increased scrutiny at a critical time; memory makers and other chips suppliers would also be challenged but generally have stronger pricing power to pass costs downstream.
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