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Energy stocks had their best day in six weeks as the U.S. and Iran traded strikes near the Strait of Hormuz
·2 min read
The S&P 500's Energy sector rose 2.10% cap-weighted on 31 August, its largest single-day move in our last 31 sessions, while the broader index fell 0.28%. Brent crude topped $90 after the U.S. struck Iranian sites near the Strait of Hormuz.
energyoilsectorssp500Nvidia doubled its revenue. Two days later the whole chip complex fell.
·4 min read
The S&P 500 closed down 0.16% on Friday. Take Nvidia out and it closed up 0.20%. Every one of thirteen AI-hardware names fell that day, and all six of the largest non-AI companies rose.
aisemiconductorsnvidiasectorssp500The utilities were already falling before Warsh opened his mouth
·4 min read
Friday's story was that a hawkish Jackson Hole speech hit rate-sensitive stocks. But 30 of 31 S&P utilities fell on Thursday, the day before the speech, on a day the index rose 0.63%.
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