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"New Bond King" Gundlach: If the yield on 30-year U.S. Treasury bonds rises to 6.5% for some reason, I will consider buying heavily.

2026-09-17

"New Bond King" Gundlach: If the yield on 30-year U.S. Treasury bonds rises to 6.5% for some reason, I will consider buying heavily.

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2026-09-17

The Federal Reserve's FOMC statement: Despite uncertainty, domestic consumption remains strong.

The Federal Reserve's FOMC statement: Despite uncertainty, domestic consumption remains strong.
2026-09-16

ECB President Lagarde said the US controls roughly 75% of global AI compute while Europe accounts for about 5%. If Europe moves to narrow that gap, required investment would go beyond chips and software to large-scale data centers, grid expansion, su

ECB President Lagarde said the US controls roughly 75% of global AI compute while Europe accounts for about 5%. If Europe moves to narrow that gap, required investment would go beyond chips and software to large-scale data centers, grid expansion, substations and supporting electrical infrastructure. Such a physical‑infrastructure build would raise demand for industrial metals—notably copper, aluminum and silver—making them potential indirect beneficiaries.
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