Business

Now that 97% (484) of the stocks in the S&P 500 have announced their third-quarter results, here is where we stand. Revenues are up…
Read More...

As EUR rates have tested higher, Euribor-based swaps have faced upward pressure, leaving 10y Bunds versus IRS rich in recent weeks. Bund…
Read More...

The December year-end rally is off to a slow start. After an opening stumble yesterday, stocks are catching a bid today, though not…
Read More...

Executive Summary The return of volatility reveals strength in equities, not weaknessWhite House issues executive order…
Read More...

Global equities entered the week under pressure as investors scaled back exposure to risk assets amid rising policy uncertainty. Signals…
Read More...

This WeekMarkets rose this week, as December rate cut odds continued their rebound to 85+% now from a low 30% last week for a…
Read More...

The week was characterized by an intense flow of news, both in terms of global macro pricing and the internal dynamics of the crypto…
Read More...

Tuesday’s weak Consumer Confidence report was a good reminder of why some economists are calling our economy the K-shaped economy. The…
Read More...

When Michael Burry bets against the crowd, markets pay attention. The man who called the subprime mortgage crisis and made over $800…
Read More...

We’re hearing it everywhere: AI is in a bubble. The surge in capital, the parabolic stock charts, and the bold claims from CEOs all have…
Read More...