Kalshi bổ sung thêm các hợp đồng hàng hóa — Tin tức thị trường

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1216 ET - Market prediction platform Kalshi says that it has added new contracts that be traded tied to commodity prices. The firm says that it has launched a new "Commodities Hub" that expands the amount of commodities that can be bet on using the platform. "Amid recent geopolitical uncertainty - the war in Iran, rising inflation, and political shifts in many of the world's most powerful countries - the commodities market has exploded both in volume and volatility," Kalshi said. In addition to oil and gold, the platform now includes lesser-traded assets like coffee, copper, sugar, and wheat, that will trade 24/7, allowing for "pricing functionality amid after-hours volatility." (kirk.maltais@wsj.com)

1139 ET - The rally in European alternative asset managers extends as investors continue to look beyond private-credit concerns. The sector tumbled sharply earlier this year amid concerns around artificial intelligence and the quality of private credit. "After months of indiscriminate selling, we believe investors will start to differentiate between long-term winners and losers in private markets," Vontobel analyst Arben Hasanaj writes. CVC Capital shares gain 4.1%. ICG PLC rises 3% and is up close to 17% for the month. Partners Group Holding and EQT climb 2.9% and 2.2%, respectively, with both up more than 7% over the past month. (josephmichael.stonor@wsj.com)

1031 ET - Allbirds is walking away from its once-hot shoe business and stepping into the AI infrastructure game. The company, which recently agreed to sell its intellectual property to American Exchange Group, secured a $50 million convertible financing facility with an institutional investor. It will change its name to "NewBird AI" and seek to become a GPU-as-a-Service company, meeting customer demand for AI computing capacity that spot markets and hyperscalers can't reliably meet. The company says it will grow its platform by expanding its compute and service offerings, deepening partnerships with operators and customers and evaluating strategic M&A opportunities. The stock more than quadrupled in value. (nicholas.miller@wsj.com)

1028 ET - Bank of America customers moved more than $1 trillion into the economy during the first quarter, as spending growth continues to be resilient despite ongoing uncertainty, CEO Brian Moynihan says on a call with analysts. "If you look within the categories, you can see it's up in entertainment and services and travel and retail," he says. "And yes, it's up in gas prices." The bank's research team expects moderate U.S. and global growth over the next several years, while remaining mindful of present risks such as ongoing war in the Middle East and volatile global trade flows. "To date, these impacts have been measured and absorbed by the economies here and around the world, and we continue to watch them carefully," Moynihan says. (connor.hart@wsj.com)

1025 ET - The economy remains resilient, even amid all the uncertainty, Bank of America CEO Brian Moynihan says on a call with analysts. "In the U.S., the US consumer continues to spend through all the different platforms here," he says. Total spending by consumers at BofA is $4.5 trillion a year, according to Moynihan, up 5% in 2025 from 2024. "That 5% growth has been consistent in the first quarter of '26, compared to the first quarter of '25," Moynihan adds. (connor.hart@wsj.com)

1018 ET - Bank of America CEO Brian Moynihan says on a call with analysts that the bank's headcount is down by about 1,070 people from the end 2025. The decrease is attributable to attrition, he adds, noting the company will continue to drive that. Bank of America is able to operate with less employees in part because of productivity and simplification initiatives. "The continued digitization of activities by our clients and inside our company, the application of artificial intelligence, and the detailed process reengineering all help to reduce manual work, lower unit costs and limit increases in the bank's base-cost structure," Moynihan says. (connor.hart@wsj.com)

1009 ET - Kevin Warsh has long championed a smaller balance sheet for the Fed. But Wall Street appears skeptical that he'll be able to achieve that goal as Fed chair. Eight times a year, the New York Fed surveys major trading desks, and one of the questions solicits forecasts about how the Fed's balance sheet will change in the future. In January, before Warsh was nominated, the median response projected a Fed balance sheet of $7.384 trillion at the end of 2028. In the latest survey, the first after Warsh's nomination, the projection fell by just a hair, to $7.35 trillion. The Fed's balance sheet totaled $6.694 trillion in the latest week. So Wall Street is firm in its expectations that the Fed's assets will continue to grow, not shrink. (matt.grossman@wsj.com; @mattgrossman)

1006 ET - Farmers across the U.S. are feeling the shortfall in U.S. fertilizer supplies stemming from the war in Iran, although the fallout varies by region. The American Farm Bureau Federation says only 19% of farmers in the southern states--ranging from Virginia to Texas--prebooked their fertilizer needs ahead of this planting season, versus 67% in the Midwestern region. A large number of farmers nationwide still say that they can't afford all of the fertilizer they need for this year, with roughly half of farmers in the Midwest saying that they are unable to "afford all needed fertilizer for 2026." In the south it's roughly 3 out of 4 farmers. Nearly 60% of all farmers surveyed say that their financial conditions are worse this year. (kirk.maltais@wsj.com)

0956 ET - The dollar gains some strength as U.S. indicators provide uplifting surprises while markets watch developments in the Middle East. Import prices rise less than expected and New York state manufacturing picks up. Goldman Sachs says in a report that bets on the U.S. dollar earlier this year have mostly been unwound. It adds that "tactical Dollar positioning has been reduced to roughly neutral levels in the past few days." The WSJ Dollar Index and ICE's DXY are both slightly up and on a path to snap a seven-day losing streak. The dollar strengthens 0.2% against the yen and the Swiss franc and 0.1% versus the euro. (paulo.trevisani@wsj.com; @ptrevisani)

0950 ET - Snap says artificial intelligence is transforming the way it works. The social-media company, which is planning to lay off 1,000 workers in a cost-savings push, says that more than 65% of its new code is currently generated by AI. And its code-review agent has so far found more than 7,500 bugs, freeing up teams to concentrate on higher-value work and highest-priority strategic initiatives. Moving forward, Snap says it will refine its operating model, employing "a combination of highly focused teams and increasingly capable AI agents," to work more quickly and efficiently. (connor.hart@wsj.com)

0944 ET - BRP's tariff headwinds add another layer of complexity to an already tense trade environment. TD Cowen analyst Brian Morrison notes that the maker of Sea-Doos and Ski-Doos was already contending with a 50% tariff on applicable steel, aluminum, and copper content, but amended rules now impose a 25% tariff on the total value of products such as off-road vehicles and snowmobiles imported into the U.S. He calls the change a "major headwind," especially as it coincides with the ongoing USMCA renegotiation. Morrison estimates the net impact could reduce FY27 EBITDA by roughly $350 million, though he cautions that the outcome could shift significantly depending on how USMCA talks evolve, with visibility remaining limited at this stage. (adriano.marchese@wsj.com)

0944 ET - Snap says it can cut around 1,000 jobs, roughly 16% of its full-time workforce, in part because of AI. "Rapid advancements in artificial intelligence enable our teams to reduce repetitive work, increase velocity, and better support our community, partners, and advertisers," CEO Evan Spiegel says in a memo to employees announcing the layoffs. The social-media company's job cuts come as it faces pressure from investors over its struggles for profitability. The cuts are intended to increase efficiencies, reducing Snap's annualized cost base by more than $500 million by the second half of 2026. Snap jumps 6.5% in early trading. (connor.hart@wsj.com)
source: https://www.tradingview.com/news/DJN_DN20260415006175:0/