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Economy
Temporary Trade Truce Gives Markets Breathing Room, but Not Certainty
A fragile thaw in US–China tensions has added a modest tailwind to risk assets, offering relief to equities tied to global trade and to…
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Unstoppable Market Momentum Returns After Fed and Tech Earnings Shocks
Yesterday didn’t go well at all, but it didn’t stop the market momentum for long.
Fed Chairman Jerome Powell’s early comment yesterday …
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Federal Reserve Board – Federal Reserve Board issues enforcement actions with former employee…
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Samsung’s AI-Chip Rebound Signals Early Phase of Memory Super-Cycle
Samsung’s third-quarter rebound adds fuel to the global AI-hardware trade, yet the pace of capital rotation into memory markets now…
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Biggest Day of the Year: Fed Cuts Begin as Tech Giants Prepare to Report
Probably the biggest day of the year: The beginning of the cuts, and after the close, three of the biggest companies report (, , and ).…
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Zions Bank Is the Perfect Example of an Unhealthy Lender Being Propped Up
Following the recent sharp drop in ’ share price driven by loan loss provisions, there’s been a lot of discussion about the bank. One…
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Labor Pains Spread as Automation Boosts Efficiency Across US Firms
If you are looking for evidence that AI is eliminating jobs, on Tuesday announced 14,000 job cuts because it says it needs to better…
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Why Individual Investors Can’t Rely on Fed Cuts for Financial Freedom
Markets are pricing in a 98% chance of a Federal Reserve quarter-point on October 29. But for individual investors hoping cheaper money…
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Markets on Fire as Trend Remains Strong and Precious Metals Pull Back
Biggest earnings week of the season. All-time highs across the board.
The market is on fire. With today’s gains, the S&P 500 is up…
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