The Day Ahead North America

Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyEnergy

U.S. markets advanced on AI optimism as President Trump began a trade summit in China, despite surging producer price inflation and the appointment of a new Fed Chair, Kevin Warsh.

Key Takeaways

  • 1.U.S. stock markets rose on AI-driven technology gains, overcoming concerns about hotter-than-expected inflation and a hawkish Federal Reserve stance.
  • 2.President Donald Trump arrived in Beijing for a high-stakes summit with Xi Jinping, accompanied by tech leaders including Nvidia's Jensen Huang and Elon Musk.
  • 3.Kevin Warsh received Senate approval as the next Federal Reserve Chair during a period of accelerating inflation.

Table of Contents

  • MARKET RECAP
  • Coming Up
  • KEY ECONOMIC EVENTS
  • Market Monitor
  • Top News
  • Insight and Analysis
  • CANADA
  • WEALTH NEWS

Document Preview

Page 1 of 5
Page 1 of The Day Ahead North America
Subscribe for full access

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.

Authors

Ashitha Salus

Securities

NVDAAMATBIRKFervo EnergyEQX

Themes

Artificial Intelligence Arms RacePersistent Inflationary PressuresGeopolitical Disruption of Supply Chains

Regions

North AmericaAsia PacificMiddle EastUnited StatesChinaCanada