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WILLIAMS said the September rate hike was intended to achieve 2% inf more quickly.

2026-09-30

WILLIAMS said the September rate hike was intended to achieve 2% inf more quickly.

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2026-09-29

Kremlin: We do not want Iran to withdraw from the Nuclear Non-Proliferation Treaty.

Kremlin: We do not want Iran to withdraw from the Nuclear Non-Proliferation Treaty.
2026-09-29

Deutsche Bank strategist Parag Thatte says the rotation into tech that began in late July still has room to run. Since late July, large-cap growth and tech names are up about 14% while the rest of the S&P 500 is down roughly 3%. Their relative perfor

Deutsche Bank strategist Parag Thatte says the rotation into tech that began in late July still has room to run. Since late July, large-cap growth and tech names are up about 14% while the rest of the S&P 500 is down roughly 3%. Their relative performance has moved into the upper half of its long-term trend channel but has not reached the top. Positioning in large-cap growth and tech is about 0.8 standard deviations above neutral — a clear overweight but well below prior peaks (early June hit the 99th percentile). Single-stock options activity has surged in large-cap growth and tech, followed by consumer cyclicals, industrial cyclicals and defensives; energy volumes have fallen, while materials and financials are around average. Deutsche Bank says the rotation is in a deeper phase but still has room, and reiterates that rate volatility, not the level of rates, remains the key variable for equities.
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