Stronger US data pushed rates and the dollar slightly higher this week. Political pressure on Powell’s Fed hasn’t moved the dollar, and November TIC data shows foreign investors kept buying US assets. Betting against the dollar remains difficult.

A company’s quarterly earnings report commonly impacts its stock price, a theme that market participants have undoubtedly noticed.

As the world’s largest integrated circuit foundry provider, Taiwan Semi is seeing strong demand for its nanometer nodes in reference to the manufacturing technology it provides to help build advanced AI chips for Nvidia and others.