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Economy
Looking Past Energy as Markets Focus on Strong Earnings Forecasts
is back on the rise on no news about Iran. Both sides are well aware of the clock ticking towards true shortages of petroleum products,…
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Trump’s Tariff Expansion Risks Even Bigger Economic Blowback
Donald Trump’s proposed expansion of tariffs across dozens of trading partners carries a greater risk of damaging the US economy than…
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Midas Touch: Data Center Winners Continue to Outpace AI Spenders
Overall momentum in AI moderates after a sizzling run, but semiconductors keep going.
Tech continues to dominate the market. Comments by…
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Oil, EUR/USD Forecast: 2 Trades to Watch
Oil falls after mixed messages from the US and Iran. rises after hotter Eurozone inflation and amid a weaker US dollar.Oil Falls After…
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Federal Reserve Board – Agencies remove additional references to reputation risk
Please enable JavaScript if it is disabled in your browser or access the…
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Productivity Boost From AI and Data Centers Fuels Explosive GDP Growth Outlook
The booming order backlog for companies associated with data centers exploded in the first quarter, so it now looks like the AI-related…
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Investors Are Making a Dangerous Bet on Oil
The market is making a mistake.
A growing number of investors appear convinced that oil prices will eventually drift back toward pre-war…
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The Art of the ‘Almost Deal’: Markets Wait on Trump
It was another green day for US equity benchmarks on Thursday, with the slipping back below 16 and the on track to pencil in a ninth…
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Acceptance remarks by Governor Powell at the John F. Kennedy Library Foundation
Thank you, Jack, for that kind introduction. It is a great privilege to be…
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Crude’s Biggest Moving Average Gap Since 1984
We thought we were done with our recent stream on prices, consumer confidence, and their impact on bond yields, but the graph below and…
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