https://marketontology.com/ Live geopolitical, macro, policy, and commodity events moving markets, with transmission chains and exposed tickers. Rebuilt on every deploy. en-us Tue, 28 Jul 2026 02:29:16 GMT 60 https://marketontology.com/events/2026-07-27/fed-issues-11-word-warning-on-wage-price-spiral-risk https://marketontology.com/events/2026-07-27/fed-issues-11-word-warning-on-wage-price-spiral-risk Mon, 27 Jul 2026 15:09:25 GMT central_bank Higher long-end yields via term-premium repricing and hawkish policy expectations. https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-amid-ai-spending-boom https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-amid-ai-spending-boom Mon, 27 Jul 2026 15:09:25 GMT market_structure Mean reversion risk via multiple compression in mega-cap tech. https://marketontology.com/events/2026-07-27/amazons-200b-ai-infrastructure-bet-faces-july-30-test https://marketontology.com/events/2026-07-27/amazons-200b-ai-infrastructure-bet-faces-july-30-test Mon, 27 Jul 2026 15:09:25 GMT earnings Capex-to-revenue conversion efficiency in the cloud sector. https://marketontology.com/events/2026-07-27/blackstone-private-credit-fund-hits-5-redemption-cap https://marketontology.com/events/2026-07-27/blackstone-private-credit-fund-hits-5-redemption-cap Mon, 27 Jul 2026 15:09:25 GMT credit Liquidity mismatch in private credit markets. https://marketontology.com/events/2026-07-27/alphabets-spacex-stake-swells-to-94b-early-release-in-august https://marketontology.com/events/2026-07-27/alphabets-spacex-stake-swells-to-94b-early-release-in-august Mon, 27 Jul 2026 15:09:25 GMT corporate Asset monetization and balance sheet transparency. https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-ai-chips-in-production https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-ai-chips-in-production Mon, 27 Jul 2026 13:10:33 GMT supply_chain Supply chain stabilization via direct management guidance on next-gen architecture timelines. https://marketontology.com/events/2026-07-27/amazon-faces-200b-capex-scrutiny-ahead-of-q2-earnings https://marketontology.com/events/2026-07-27/amazon-faces-200b-capex-scrutiny-ahead-of-q2-earnings Mon, 27 Jul 2026 13:10:33 GMT earnings Margin compression via elevated depreciation and infrastructure spend. https://marketontology.com/events/2026-07-27/jamie-dimon-warns-of-tectonic-risks-despite-record-jpm-earnings https://marketontology.com/events/2026-07-27/jamie-dimon-warns-of-tectonic-risks-despite-record-jpm-earnings Mon, 27 Jul 2026 13:10:33 GMT macro_data Risk premium expansion via cautious management commentary from a systemic lender. https://marketontology.com/events/2026-07-27/alphabets-spacex-and-anthropic-stakes-surge-to-218b-combined https://marketontology.com/events/2026-07-27/alphabets-spacex-and-anthropic-stakes-surge-to-218b-combined Mon, 27 Jul 2026 13:10:33 GMT corporate Sum-of-the-parts valuation adjustment via private equity appreciation. https://marketontology.com/events/2026-07-27/att-boosts-buyback-by-10b-following-strong-q2-earnings https://marketontology.com/events/2026-07-27/att-boosts-buyback-by-10b-following-strong-q2-earnings Mon, 27 Jul 2026 13:10:33 GMT earnings Equity price support via increased capital return and margin expansion. https://marketontology.com/events/2026-07-27/jamie-dimon-warns-of-tectonic-risks-despite-record-jpmorgan-earnings https://marketontology.com/events/2026-07-27/jamie-dimon-warns-of-tectonic-risks-despite-record-jpmorgan-earnings Mon, 27 Jul 2026 12:10:27 GMT macro_data Risk premium expansion in financial sector assets. https://marketontology.com/events/2026-07-27/att-announces-10b-buyback-and-20-eps-growth https://marketontology.com/events/2026-07-27/att-announces-10b-buyback-and-20-eps-growth Mon, 27 Jul 2026 12:10:27 GMT corporate Equity price support via direct capital return and valuation re-rating. https://marketontology.com/events/2026-07-27/amazon-faces-earnings-test-as-200b-ai-capex-compresses-free-cash-flow https://marketontology.com/events/2026-07-27/amazon-faces-earnings-test-as-200b-ai-capex-compresses-free-cash-flow Mon, 27 Jul 2026 12:10:27 GMT earnings Margin compression via accelerated depreciation and infrastructure spend. https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-chips-in-production-denies-delays https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-chips-in-production-denies-delays Mon, 27 Jul 2026 12:10:27 GMT supply_chain Supply chain stabilization via direct management rebuttal of delay rumors. https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-signaling-extreme-equity-overvaluation https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-signaling-extreme-equity-overvaluation Mon, 27 Jul 2026 10:06:37 GMT valuation Valuation compression via mean reversion risk as market cap outpaces GDP growth. https://marketontology.com/events/2026-07-27/fed-chair-warsh-signals-inflation-persistence-market-hike-odds-rebound https://marketontology.com/events/2026-07-27/fed-chair-warsh-signals-inflation-persistence-market-hike-odds-rebound Mon, 27 Jul 2026 10:06:37 GMT macro_data Higher short-term rates via hawkish policy guidance despite softening data. https://marketontology.com/events/2026-07-27/amazon-faces-free-cash-flow-pressure-ahead-of-200b-ai-capex-plan https://marketontology.com/events/2026-07-27/amazon-faces-free-cash-flow-pressure-ahead-of-200b-ai-capex-plan Mon, 27 Jul 2026 10:06:37 GMT earnings Equity price depreciation via free cash flow (FCF) yield compression. https://marketontology.com/events/2026-07-27/caterpillar-backlog-hits-63b-on-ai-data-center-power-demand https://marketontology.com/events/2026-07-27/caterpillar-backlog-hits-63b-on-ai-data-center-power-demand Mon, 27 Jul 2026 10:06:37 GMT commodities Industrial demand surge via energy infrastructure build-out. https://marketontology.com/events/2026-07-27/fed-chair-warsh-signals-inflation-persistence-rate-hike-odds-volatile https://marketontology.com/events/2026-07-27/fed-chair-warsh-signals-inflation-persistence-rate-hike-odds-volatile Mon, 27 Jul 2026 09:20:41 GMT central_bank Hawkish central bank rhetoric despite cooling headline data is driving volatility in short-term rate expectations. https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-valuation-risks-intensify https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-valuation-risks-intensify Mon, 27 Jul 2026 09:20:41 GMT market_structure Valuation expansion beyond economic growth increases sensitivity to earnings misses and rate shocks. https://marketontology.com/events/2026-07-27/nvidia-confirms-vera-rubin-chips-in-production-rebuts-delay-rumors https://marketontology.com/events/2026-07-27/nvidia-confirms-vera-rubin-chips-in-production-rebuts-delay-rumors Mon, 27 Jul 2026 09:20:41 GMT earnings Direct supply-chain confirmation reduces execution risk premium for the AI sector leader. https://marketontology.com/events/2026-07-27/blackstone-private-credit-fund-hits-redemption-cap-amid-retail-exit https://marketontology.com/events/2026-07-27/blackstone-private-credit-fund-hits-redemption-cap-amid-retail-exit Mon, 27 Jul 2026 09:20:41 GMT credit Liquidity mismatches in private credit vehicles can signal tightening financial conditions for retail-facing alternative assets. https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-ai-chips-in-production-denies-delays https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-ai-chips-in-production-denies-delays Mon, 27 Jul 2026 09:08:45 GMT supply_chain Supply chain validation supports forward revenue guidance and mitigates execution risk premium. https://marketontology.com/events/2026-07-27/fed-chair-warsh-maintains-hawkish-stance-despite-cooling-june-cpi https://marketontology.com/events/2026-07-27/fed-chair-warsh-maintains-hawkish-stance-despite-cooling-june-cpi Mon, 27 Jul 2026 09:08:45 GMT central_bank Higher short-end rates via hawkish policy guidance despite softening data. https://marketontology.com/events/2026-07-27/amazon-faces-investor-scrutiny-over-200b-ai-capex-plan-ahead-of-earnings https://marketontology.com/events/2026-07-27/amazon-faces-investor-scrutiny-over-200b-ai-capex-plan-ahead-of-earnings Mon, 27 Jul 2026 09:08:45 GMT earnings Equity multiple compression due to declining free cash flow margins. https://marketontology.com/events/2026-07-27/blackstone-private-credit-fund-hits-redemption-cap-as-retail-investors-exit https://marketontology.com/events/2026-07-27/blackstone-private-credit-fund-hits-redemption-cap-as-retail-investors-exit Mon, 27 Jul 2026 09:08:45 GMT credit Liquidity tightening in private credit markets affecting asset manager valuations. https://marketontology.com/events/2026-07-27/south-koreas-kospi-volatility-sparks-warnings-for-us-index-concentration https://marketontology.com/events/2026-07-27/south-koreas-kospi-volatility-sparks-warnings-for-us-index-concentration Mon, 27 Jul 2026 09:08:45 GMT market_structure Index-level fragility due to high constituent concentration and retail leverage. https://marketontology.com/events/2026-07-27/fed-chair-warsh-signals-inflation-persistence-rate-hike-odds-rebound https://marketontology.com/events/2026-07-27/fed-chair-warsh-signals-inflation-persistence-rate-hike-odds-rebound Mon, 27 Jul 2026 09:06:30 GMT central_bank Higher short-end rates via hawkish policy guidance despite cooling headline data. https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-chips-in-production-rebutting-delay-rumors https://marketontology.com/events/2026-07-27/nvidia-ceo-confirms-vera-rubin-chips-in-production-rebutting-delay-rumors Mon, 27 Jul 2026 09:06:30 GMT earnings Equity price support via supply-chain execution confidence. https://marketontology.com/events/2026-07-27/amazon-faces-fcf-concerns-ahead-of-earnings-on-200b-ai-capex-plan https://marketontology.com/events/2026-07-27/amazon-faces-fcf-concerns-ahead-of-earnings-on-200b-ai-capex-plan Mon, 27 Jul 2026 09:06:30 GMT earnings Margin compression and FCF yield degradation due to heavy infrastructure investment. https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-signals-extreme-equity-overvaluation https://marketontology.com/events/2026-07-27/buffett-indicator-hits-record-234-signals-extreme-equity-overvaluation Mon, 27 Jul 2026 09:06:30 GMT market_structure Mean reversion risk in broad equity indices due to valuation decoupling from economic output.