September 26, 2026

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Copper Hits Record High Above $14,500: AI Data Centers, Tariffs and the Supply Squeeze Behind the Rally

Copper has surged above $14,500 per metric ton even as some forecasts still show a refined-market surplus. The paradox makes sense once you separate mine supply, regional inventories, U.S. tariff.

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Oil Price Near $100: Saudi Attacks, Hormuz Risk and the Inflation Shock Markets Can’t Ignore

Brent crude is back near $100 after attacks on Saudi energy infrastructure and renewed supply fears around Hormuz. The real market risk is not just higher oil — it is.

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Tesla Stock After the Cybercab Launch: Robotaxi Is Finally Real — Now the Economics Have to Work

Tesla has commercially deployed Cybercab in Austin and NHTSA has already opened a compliance audit. Q2 revenue jumped 26%, but R&D and capex are surging. The next Tesla debate is.

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ECB September 2026: Rates Rise 25bp to 2.50% — What the Decision Means for Markets

The ECB raised all three key rates by 25 basis points on September 10. The deposit rate is now 2.50%, and the new inflation path keeps further tightening risk alive.

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Gold Price 2026: Why Central Banks, Debt and Falling Trust Could Keep the Bull Market Alive

Gold is trading near record levels as central banks keep buying, sovereign debt costs rise and investors seek diversification. We examine the structural drivers, real-yield risks and realistic 2026 scenarios.

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US PPI August 2026: Actual 0.4%, 5.4% YoY — What It Means for the Fed

US PPI for August 2026 rose 0.4% month over month and 5.4% year over year. Here is the actual-versus-forecast breakdown and the market impact.

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Fed September 2026: Rate Hike Odds Near 90% After CPI — What to Expect on September 16

Markets now price roughly a 90% chance of a 25-bp Fed hike on September 16 after August CPI. Here is what matters for stocks, bonds, the dollar and the dot.

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US CPI August 2026: 0.4% MoM, 3.4% YoY — Core Inflation Beats Forecast

US CPI rose 0.4% in August and 3.4% year over year. Core CPI rose 0.3%, above the 0.2% forecast, pushing September Fed hike odds higher.

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Kroger Stock Before Q2 2026 Earnings: Grocery Growth Is Slow — But eCommerce and Retail Media Are Not

Kroger reports Q2 2026 on September 11. Q1 identical sales rose only 1%, but adjusted eCommerce grew 19% and Kroger Precision Marketing profit rose more than 20%. The key question.

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RH Stock Before Q2 2026 Earnings: Revenue Is Flat, Backorders Are High — Can the Second-Half Reacceleration Still Happen?

RH reports Q2 2026 on September 10 after a weak first half shaped by tariffs, backorders and international expansion costs. Management still expects a sharp second-half acceleration. Q2 will test.

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