Economy

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Economic data activity will pick up again this week, culminating in the report on Friday. Additionally, NVIDIA’s (NASDAQ:) midweek…
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Last week, we discussed that continued bullish exuberance and high levels of complacency can quickly turn into volatility. As we noted…
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For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not…
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I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me…
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Despite multiple tariff announcements, only extra 10% on China has gone into effectWe’re a month into President Trump’s…
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Last week, we discussed the surge in retail exuberance in the market following the election of President Trump. “The market defies more…
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We recently studied how trades speed around the marketplace — typically starting from a broker order in Secaucus, traveling…
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Thank you, President Daly, for organizing this conference and for the…
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Market Shakes Off Inflation DataI am back from traveling, and we have a good bit to catch up on since our last report. If you missed it,…
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