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Economy
Are Dr. Doom’s Claims of Stealth QE Justified?
A recent article co-authored by Stephen Miran and Dr. Nouriel Roubini, aka Dr. Doom, accuses the U.S. Treasury Department of using its…
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Federal Reserve Board – Federal Reserve Board issues enforcement actions with Heritage…
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CPI Sets Stage – Jobless Claims, Retail Sales Hold Key to Rate Cut Size Today
Stocks were mostly flat to slightly up yesterday, with the getting a boost in the last 10 minutes due to a big closing imbalance. Other…
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CPI Breakdown: Here’s Why a 50bps Cut Is Off the Table at This Point
It was only a few months ago (with the March CPI report in April) that I was talking about a ‘Potential Pony Situation’ in my podcast…
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CPI Preview: Data May Throw Cold Water on a 50bps Cut in September
In recent weeks, the market narrative has shifted. Concerns over a potential recession have overtaken inflation fears, as the labor…
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Economic Growth Expected to Slow in Q3, but Recession Risks Remain Low
Early assessments of third-quarter for the US point to a slowdown vs. Q2, based on the median nowcast for estimates compiled by…
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Apple: Apple Intelligence Taking The Center Stage (NASDAQ:AAPL)
Nikada/iStock Unreleased via Getty ImagesFor most of 2024, Apple (NASDAQ:AAPL) was underperforming the S&P 500. However, since…
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European, US Stock Markets Bounce Back While Smart Money Takes Caution
The European and US markets are rapidly progressing, shedding all the worries from the previous week's price action.
Traders are eager to…
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Stocks Week Ahead: Yen Carry Trade Unwind May Resume With Key CPI Report on Tap
To no one’s surprise, volatility has returned in a big way, and if the typical market playbooks of the past 30 years continue to work,…
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Jobless Claims Miss, but the Steady Uptrend Since December Remains Intact
The stock market appeared confused yesterday, reacting to the weekly and data as if the report had come in 0.4% cooler than expected.…
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