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The Latest Breaking News from Christian MuellerGlissmann

Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Wall Street is in a risk-on mood as it waits for Powell to deliver on the ‘Fed put’

Wall Street is in a risk-on mood as it waits for Powell to deliver on the ‘Fed put’

“Earlier this month, markets shifted more towards a ‘central bank put’ regime,” Christian Mueller-Glissmann at Goldman Sachs wrote in a note to clients.

Nobody thinks a government bond crisis is going to happen but Wall Street is talking about it anyway

Nobody thinks a government bond crisis is going to happen but Wall Street is talking about it anyway

France and the U.K. are the two countries flirting most with a credit crisis, analysts say.

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Goldman Sachs says this ‘Goldilocks’ stock market could be in for a shock before the end of the year

“There is a risk that Goldilocks meets one of the three bears,” the bank says.

‘Peak Goldilocks’: The markets have bought the Fed rumors — watch for them to sell on the news

Markets will move on Wednesday after Wall Street parses Cook’s statement and his Q&A for clues about future rate cuts beyond Wednesday.

‘Risk-on’! Stocks bounce as EU and Japan trade deals give markets the certainty they crave

The TACO trade (Trump Always Chickens Out) appears to be in full effect, for anyone who was long on stocks.

Stocks are ignoring that terrifying U.S. GDP report as retail investors buy the dip

Buying momentum continued in Asia and European stock markets today, and S&P futures were priced up this morning.

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