Macro

Fed, ECB, and central bank policy. Inflation, employment, and recession signals. Geopolitics, liquidity conditions, and yield dynamics — filtered for portfolio relevance.
S&P 500 tops 7,500 on AI gains despite geopolitical risk

S&P 500 tops 7,500 on AI gains despite geopolitical risk

S&P 500 surpassed 7,500 for the first time as chipmaker gains and large AI-related tech investment outweighed market concerns over the Iran conflict and the Strait of Hormuz closure.