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Economy
October 2025 Review and Outlook
Executive Summary U.S. equities reached hit record highs in October, led by large-cap growth stocks and the “Magnificent…
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November Kicks Off the Strongest Month as Overconcentration in AI Stocks Deepens
We made it through October with solid gains. November is historically the strongest month of the year.
As we enter a record-setting…
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Speech by Governor Cook on the economic outlook and monetary policy
Thank you, David. I appreciate the opportunity to speak again at the…
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Markets Eye Fed Speakers and Job Data for December Cut Clues
The market feels like it’s running on two monitors: one flashing with the manic glow of AI euphoria, the other dimmed by Powell’s steady…
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Play Your Inflation Cards Right
Higher? Lower? It’s game show time! Where’s inflation heading? Will 2026 be your year, and how will central banks play their cards?…
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The Most Dangerous Era in History
We live in what Brett Arends claimed as “The Dumbest Stock Market In History,” but I believe it is potentially the most dangerous era.…
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The Biggest Cybersecurity and Innovation Risks in Financial Services
World Housing Solution manufactures rapidly deployable and reusable thermally efficient structures and shelters for the U.S.…
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The Biggest Problem Prop Traders Face
In the world of prop trading, the stakes are high, and the pressure to perform can be immense. One issue consistently stands out as the…
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Federal Reserve Board – Federal Reserve Board announces approval of application by First…
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Third-Quarter Earnings Are Surprisingly Good
As we near Halloween and the end of October, the U.S. third-quarter earnings season is now fully underway. Today, we will…
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