Central banks take the spotlight this week, with U.S. inflation data set to test expectations for rate cuts. Plus a look ahead to key mega‑cap earnings.

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Kevin Warsh’s confirmation hearings put a spotlight on the future of the Fed. SpaceX’s IPO filing shows Elon Musk retaining control of the rocket maker. Plus, DeepSeek’s latest model shows China’s growing self-sufficiency in AI.

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Oil prices climb again after U.S. President Donald Trump warns Iran over the Strait of Hormuz. But stocks keep rallying, helped by upbeat AI earnings from Intel.

Today’s recommended read: Japan fiscal experiment is lab test for Treasuries, Mike Dolan

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Oil prices are climbing and geopolitics are getting worse, but markets keep clinging to tech. Tesla’s shares pop on positive cash flow, then slip on higher spending plans, raising the question of how long tech optimism can outweigh rising energy costs and global risk.

Today’s recommended read: A Warsh-led Fed's 2% inflation goal might be a different 2%, by Mike Dolan

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Oil traders shrug at U.S. President Donald Trump's Iran ceasefire extension. Tesla kicks off a crucial earnings week. Plus, Kevin Warsh signals a future where Fed independence comes with real trade-offs.

Today’s recommended read: Warsh's impossible mission - Tame inflation and please Trump, Mike Dolan

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Markets shrug off Middle East tensions as tech stocks ride the AI wave. Fed chair nominee Kevin Warsh faces Congress. Apple investors stay calm as Tim Cook steps aside, handing the helm to longtime hardware chief John Ternus.

Today’s recommended read: Can Europe take advantage of its savings buffer over US? by Mike Dolan

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Shifting signals around shipping through the Strait of Hormuz send oil prices swinging again, keeping energy markets on edge. U.S. equities stay driven by tech momentum, while UK assets watch renewed political strain.

Today’s recommended read: Is it time to abandon hope the Strait of Hormuz will open soon?, Clyde Russell

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As Wall Street regains lost ground, a political fight over the Federal Reserve threatens to unsettle what comes next.

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Oil slides as Iran signals shipping access through the Strait of Hormuz, U.S. banks post solid earnings and China beats growth forecasts.

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Stocks are rallying on hopes of an end to the Iran war but European airlines are cancelling flights as the energy crunch deepens. Plus, Netflix founder Reed Hastings is stepping down.

Today’s recommended read: China is coming back – and the timing couldn’t be better, by Stephen Jen

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