Dow Jones Top Markets Headlines at 3 AM ET: The Rotation Trade Is Back on Wall Street | Trump ...

The Rotation Trade Is Back on Wall Street

Weaker-than-expected jobs data on Thursday lifted hopes that the Fed would hold off on raising interest rates.

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Trump blasts 'hostile' Fed and says Warsh 'has to do what he has to do' on interest rates

Trump, in the interview, also said he continues to plan to remove Fed governor Lisa Cook from the central bank's board.

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This Year's Job Market Is Shaping Up to Be Surprisingly Stable

June data was underwhelming. But today's job market is much less concerning than it was six months ago.

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Investors Seek to Pull Nearly $16 Billion From Private-Credit Funds

Wary of a prolonged redemption cycle, more fund managers are rationing withdrawals.

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Canada, Alberta Agree to Back New Crude Pipeline to Pacific Coast

The move is another sign of Prime Minister Mark Carney's bid to position Canada as an energy-exporting superpower.

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Warsh Touts Early Wins but May Be Overlooking a Deepening Bond Market Risk

Fed Chairman Kevin Warsh contends the market actually understand the central bank's approach "quite well." There's a missing piece in his explanation.

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Tech Buybacks Could Fuel the Next Leg of the Rally

Analysts say technology companies are generating record cash flows. More aggressive buybacks from companies such as Nvidia and Apple could provide another tailwind for investors.

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Small-Caps Just Had Their Best First Half Since 1991. The Rally Isn't Over.

The Russell 2000 should snap back after a down week.

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Merger Value Hit a First-Half Record as Deal Sizes Grew

Global merger activity reached a record $2.6 trillion in the first half of the year as companies pursued larger acquisitions, while analysts expect dealmaking to broaden into smaller companies.

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The dollar's strength is quietly risking another yen 'carry trade' blowup

There's a lot riding in markets on the current yen-dollar balance.

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The 'Five Alarm' Risks Facing the Power Grid This Summer

High temperatures, new AI data centers and drought conditions pose challenges to the electricity system.

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U.S. Dangles Rewards for Opening the Strait of Hormuz. Iran Isn't Budging.

Washington offered a cash release but Iran insists on charging its own tolls for ships to pass through the critical waterway.

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New York City Hasn't Built This Many Apartments Since 1965

A rush of completed and proposed buildings outpaces the rest of the nation, but the new supply is still dwarfed by a 400,000-unit deficit of homes in the New York City metro area.

 

(END) Dow Jones Newswires

July 03, 2026 03:15 ET (07:15 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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