FederalReserve
- US job openings climb as layoffs hit a low last seen in 2025
- Julius Baer CEO warns AI bubble tops market risks
- Brent falls 1% before rate decisions
- Hyperscalers face $1.2tn AI spending test after tech selloff
- S&P 500 falls 1.1% as tech shares extend sell-off
- Treasuries rise as US stocks recover and AI risks persist
- Stocks face rotation risk at 5.9% Treasury yield, according to BofA

