Analysts turn bullish on Applied A&D as Polymarket sees 78% odds of no Fed cuts
After its post-IPO blackout ended this month, Applied Aerospace & Defense drew new buy/outperform calls, with shares last Friday at $20.53 after a $20 IPO.
Trump targets Fed Gov Cook as Polymarket puts Starmer exit odds at 91.5%
After a Supreme Court decision, Donald Trump renewed calls to force Fed Governor Lisa Cook off the Board, reviving debate over presidential power and central-bank independence.
USD stays firm, Polymarket puts 2026 no-cut Fed odds at 77.75%
A 2026-06-29 EUR/USD analysis said the U.S. dollar still holds a relative edge over the euro, keeping near-term risks tilted toward USD strength.
Risk-on mood lifts July Fed hold odds to 81.5% on Polymarket
Broader markets stayed risk-on as traders tracked U.S.-Iran developments for any escalation that could jolt volatility and growth expectations.
Oil jumps on U.S.-Iran strikes as Polymarket lifts July Fed hold odds to 81.5%
West Texas Intermediate rose 0.71% to $69.72 after fresh U.S.-Iran strikes and a continued Strait of Hormuz blockade stoked supply fears.
BofA sees 75 bps Fed hikes as Polymarket keeps 2026 no-cuts at 77%
Bank of America updated its outlook this week, raising global growth expectations and projecting 75 bps of additional Fed hikes even as inflation cools.
BIS flags debt and AI risks as Polymarket lifts July Fed hold odds to 81.5%
On Sunday, the Bank for International Settlements warned that rising debt, an AI-fueled boom, and lingering financial fragilities could amplify shocks and complicate policy.
Trump taps Schroyer for ICE as Polymarket odds favor zero Fed cuts in 2026
On Tuesday, President Donald Trump said he will nominate former Oklahoma state trooper Lance Schroyer to lead ICE as the agency expands after a $75 billion funding boost.
Hormuz reopening cools oil shock as Polymarket no-cut 2026 Fed odds dip
Oil prices have slid since the Strait of Hormuz reopened, easing an energy-driven inflation threat as focus shifts to whether surging AI data-center and chip spending could add new price pressure.
Bitcoin stays above $60K as Polymarket puts July Fed hold odds at 80.5%
Bitcoin held above $60,000 as scrutiny grew over Strategy’s credit-sensitive funding model and what it could mean for crypto risk appetite if conditions tighten.