Apollo Global Management Inc.’s Torsten Slok warned that record diesel prices pose a greater inflation threat than the Federal Reserve may appreciate because those fuel costs flow into the core consumer price index.

A US ban on diesel exports would rapidly fill domestic storage, depress the fuel’s prices and ultimately shrink gasoline supply while pushing up costs at the pump, according to Goldman Sachs Group Inc.’s co-head of global commodities research.

Russia will increase its acts of sabotage against European NATO members in a bid to deter support to Ukraine, Latvian Foreign Minister Baiba Braze said.

Trade Representative Jamieson Greer indicated China and the US remain divided on the terms of a trade truce extension, suggesting that three to six months was a range that Washington could support.

Veteran commodities strategist Jeff Currie said average US gasoline prices will almost certainly hit $5 a gallon before the midterm elections, citing a toxic combination of scarcity and currency debasement.

The United Nations atomic watchdog said it’s observed construction activity at Iran’s Pickaxe Mountain, a heavily-fortified site suspected of housing nuclear-related activities.

The US investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

Apollo Global Management’s Torsten Slok said the Federal Reserve’s abandonment of forward guidance is fueling historic bond market volatility, sending Treasury yields swinging “up and down like a yo-yo.”

JPMorgan Asset Management’s Bob Michele said the trio of dissents from Federal Reserve policymakers stood out in the central bank’s hold-the-line decision on Wednesday, signaling that pressure for higher interest rates is likely to persist.

Morgan Stanley’s Lisa Shalett urged investors to be cautious on chipmakers as evidence mounts that their pricing power is limited, suggesting that the stocks may have rallied too far on optimism around artificial-intelligence spending.

Morgan Stanley’s Lisa Shalett urged investors to be cautious on chipmakers as evidence mounts that their pricing power is limited, suggesting that the stocks may have rallied too far on optimism around artificial-intelligence spending.

Investors are getting better at distinguishing between the potential risks and rewards in artificial intelligence, according to JPMorgan Asset Management’s David Lebovitz, a crucial lesson for Wall Street as AI becomes an “everywhere” trade.

Investors are getting better at distinguishing between the potential risks and rewards in artificial intelligence, according to JPMorgan Asset Management’s David Lebovitz, a crucial lesson for Wall Street as AI becomes an “everywhere” trade.

Market strategist Ed Yardeni said the rupture in the ceasefire between the US and Iran risks sparking a fresh acceleration in price growth, which in turn could compel the Federal Reserve to raise interest rates.

Apollo Global Management Inc.’s Torsten Slok warned that companies outside the giants of the technology sector are failing to show gains in profitability from their spending on artificial intelligence, posing risks to Big Tech valuations.

Apollo Global Management Inc.’s Torsten Slok warned that companies outside the giants of the technology sector are failing to show gains in profitability from their spending on artificial intelligence, posing risks to Big Tech valuations.

Investors who recently scorned so-called hyperscalers are starting to come back as the companies show they can mint profits while spending hundreds of billions of dollars on artificial-intelligence infrastructure, according to Max Kettner of HSBC Holdings Plc.

Megacap technology stocks will return to investor favor following a selloff that has dragged some of the sector’s biggest names to losses of more than 10% in recent weeks, Evercore ISI’s Julian Emanuel said.

Stock investors are discounting the types of events that usually rattle Wall Street as fear of missing out on future gains grips the market on the eve of SpaceX’s trading debut, Evercore ISI’s Julian Emanuel said.

JPMorgan Asset Management’s David Kelly predicted the Federal Reserve will decide that the latest inflation data aren’t worrisome enough to prompt policymakers to do anything other than stand pat on interest rates next week.