DeepCap Week Ahead Outlook
Iran sanctions, sticky yields, and China easing bets set collision course
Iran sanctions, sticky yields, and China easing bets set collision course
Treasury intervention and Fed tension rattled bonds while equities sold off broadly
Fed-Treasury tension mounts as 10Y holds at 4.71% ahead of flash August PMI data
Bond vigilantes tighten grip as surging yields rattle equities and PMI data loom
BOJ under pressure as Japan's growth miss complicates rate path
AI infrastructure stocks explode higher — Nebius +51%, Super Micro +27%, CoreWeave +19% — as Nasdaq leads and VIX hits 52-week lows
Japan Q2 GDP data due as AI bond-yield risk and Fed hawkishness weigh on growth outlook
Soft CPI cools rate fears; AI and consumer names lead relief rally
U.S. CPI print tests bond markets amid Trump-Fed pressure