San Francisco Fed's Surprising Discovery: Tariffs May Actually Lower Inflation
New Federal Reserve research challenges conventional wisdom, suggesting the Trump administration's tariff increases could put downward pressure on prices.
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New Federal Reserve research challenges conventional wisdom, suggesting the Trump administration's tariff increases could put downward pressure on prices.
A packed economic calendar this week could reshape Fed rate expectations, with JOLTS data Tuesday, ISM Services Wednesday, and the December jobs report Friday all carrying significant market-moving potential.
Hyundai-owned Boston Dynamics publicly demonstrated its humanoid robot Atlas for the first time at CES 2026, marking the transition from prototype to commercial product.
GDDR6 and GDDR7 memory shortages are pushing GPU prices toward unprecedented levels, with the RTX 5090 potentially reaching $5,000 by year-end as AI demand consumes global supply.
Mercedes-Benz CLA will be the first production vehicle featuring Nvidia's complete DRIVE AV platform with Alpamayo AI. U.S. deliveries begin Q1 2026.
Bitcoin surged to $94,400, its highest level since mid-November, as traders pile into $100,000 call options. The cryptocurrency is up 5% in the first five days of 2026.
The U.S. dollar rose modestly to start 2026 after losing 9.3% in 2025—its steepest annual decline in eight years. Fed policy uncertainty and tariffs cloud the outlook.
Onyx Partners fails to close on JCPenney's $947 million property deal, leaving 119 store locations in uncertainty. The retailer closed 8 stores in 2025 with more closures planned.
December ISM Manufacturing PMI falls to 47.9%, marking the 10th consecutive month of contraction and the lowest reading of 2025. Employment and inventories signal deeper weakness.
Apple and Nvidia supplier Foxconn reported a 22% revenue surge to NT$2.6 trillion ($83B) in Q4 2025, driven by insatiable demand for AI data center infrastructure.
Raymond James downgrades Apple to 'market perform' as the $4 trillion tech giant faces questions about AI momentum, China exposure, and limited upside from current valuations.
Nvidia unveiled Alpamayo, an open-source AI platform that helps autonomous vehicles reason through complex driving situations like a human driver would.