Watch These Five AI Signals Closely This Week

Published on October 30, 2025

Nvidia CEO Jensen Huang’s insistence this week that he did not “believe we’re in an AI bubble” is all well and good when you’re the man selling the finest shovels for the artificial-intelligence boom. But what of the companies that are expected to turn all that AI building into gold?

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The Fed Must Pair the End of QT With a Pause in Rate Cuts

October 30, 2025
It’s important to remember that QT, at least in the current context, was never really a proactive policy. Rather, it’s the undoing of a policy — quantitative easing — that the Fed used to support markets and the economy during the Covid-19 pandemic.

Treasuries Slump as Powell Upends Market Bets on December Cut

October 30, 2025
Treasuries fell the most in nearly five months after Federal Reserve Chair Jerome Powell cast doubt on a December interest-rate cut, even as a sagging labor market prompted policymakers to bring down borrowing costs Wednesday.