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Markets
Public markets, IPOs, macro signals, rates, earnings, and asset pricing.
Markets Federal Reserve Holds Rates at 3.50%-3.75%; July Meeting Ahead
The Federal Open Market Committee voted 12-0 on June 17 to maintain the federal funds rate at 3.50%-3.75%, citing "elevated uncertainty" partly attributable to Middle East conflict.
Markets Dow Hits Record High; Tech Rotation Continues
On July 2, the Dow Jones Industrial Average surged 1.1% (nearly 600 points) to close at a record high, while the S&P 500 finished near unchanged and the Nasdaq declined 0.8%.
Markets Anthropic: The Trillion-Dollar Question
Anthropic's confidential S-1 filing positions it as the most significant AI IPO since the generative AI boom began.
Markets Palantir Technologies (PLTR): The Defense-AI Convergence Play
The Thesis: Palantir sits at the intersection of two secular megatrends: AI adoption and defense spending modernization.
