Links 10/8/2026
We haven't written up this one. Naked Capitalism has the full story — the link below goes straight to it.
More in Finance & Markets
Fed Minutes Show No Urgency for October Hike
Also, bond yields are surging everywhere, except in China.
After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.
Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market.
+++ Geschäftszahlen +++: Pepsi erwartet weniger Gewinn
TSMC steigert Quartalsumsatz um 51 Prozent +++ Uniqlo-Mutter Fast Retailing steigert den Gewinn dank des Europageschäfts +++ Tesco kündigt weitere Aktienrückkäufe an +++ Der Newsblog.
Swiss Franc retreats further as SNB vice chairman hints at lower-for-longer rates
The Swiss Franc (CHF) loses ground for the fourth consecutive day against the US Dollar (USD) on Thursday, as the Swiss National Bank vice chairman discarded any change to the bank's monetary policy despite growing risks from the War in Iran.
Gold struggles as rising yields and hawkish Fed signals weigh
Gold (XAU/USD) reverses its modest recovery on Thursday as a stronger US Dollar (USD) and rising US Treasury yields cap upside attempts, leaving the metal in a bearish consolidation phase near two-month lows.
Gridlock Is Good for Stocks. Certainty Is Better.
Plus, oil is back on the boil