Section
Analysis
Analysis
Nvidia and retail earnings will test the AI rally's limits
This week's Nvidia and retail earnings will show whether AI spending can keep carrying stocks as inflation and renewed Fed fears start to hit consumers.
By Sloane Carrington
Regulation
Private credit 401(k) test starts with PGIM’s launch
Private credit 401(k) access is moving from Washington debate to plan menus as PGIM tests fees, liquidity and fiduciary risk.
By Sloane Carrington
Analysis
Robinhood bets prediction markets can fill crypto revenue gap
Robinhood is positioning its prediction markets subsidiary as the next growth engine after crypto transaction revenue fell 47 per cent year over year in the first quarter, betting its 27.4m funded customer base can outscale dedicated platforms Kalshi and Polymarket.
By Sloane Carrington
Analysis
Trump's rate-cut wishlist runs into Iran inflation and his own tariffs
President Trump wants the lowest interest rates in the world but faces 3.3% inflation, a Strait of Hormuz crisis, and his own tariff regime. The Fed is expected to hold in June.
By Sloane Carrington
