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Fed FOMC statement: rate hikes will support a more timely return of inf to the 2% target.

2026-09-17

Fed FOMC statement: rate hikes will support a more timely return of inf to the 2% target.

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2026-09-16

Santander appoints Rincon as its first global head of commodities trading to drive growth.

Santander appoints Rincon as its first global head of commodities trading to drive growth.
2026-09-16

A JP Morgan "long software, short semiconductors" basket jumped 12.1% on Tuesday, its largest single-day gain, reflecting a sharp intra-AI trade rotation. Investors are pricing a potential slowdown in frontier AI model training, prompting flows out o

A JP Morgan "long software, short semiconductors" basket jumped 12.1% on Tuesday, its largest single-day gain, reflecting a sharp intra-AI trade rotation. Investors are pricing a potential slowdown in frontier AI model training, prompting flows out of some AI infrastructure and long-cycle semiconductor equipment into software, cybersecurity, large cloud platforms and lagging AI names. JP Morgan warns that a slower R&D cadence does not equal halted training—tighter safety, alignment and third-party evaluations could increase compute demand—so this appears to be a scenario reassessment rather than confirmation of reduced AI compute needs (JP Morgan report Sept. 15).
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