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Economy
Is the US Dollar Waving a Red Flag at AI Bulls?
For now, AI bulls are betting that earnings can outrun the tightening cycle. The dollar, from a historical perspective, says they can…
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Federal Reserve Board – Federal Reserve Board’s annual bank stress test confirms that…
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9 Jesse Livermore Lessons Still Relevant in Today’s Markets
In 1891, at 14 years old, with nothing but the clothes on his back, Jesse Livermore left his family and headed to Boston. He quickly…
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AI Memory Weakness Shows How Crowded the Tech Trade Has Become
The spark is Korea, where and have fallen more than 10% amid reports that AI-memory expansion may be slowing and capital allocation is…
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DAX, GBP/USD Forecast: 2 Trades to Watch
falls amid global tech rout. below 1.3250 on UK politics, PMIs up next.DAX Falls Amid Global Tech RoutEuropean stocks are falling…
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US Remains an Economic Oasis as Fed Rethinks Inflation and Productivity
The U.S. remains an economic oasis and is the primary driver of worldwide economic growth. As an example, in May, U.S. surged 0.9%,…
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The Market Is Still Dancing on Borrowed Liquidity
The problem is that leverage cannot be measured by a single clean dashboard.Takeaway• Leverage is rising across margin accounts,…
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Federal Reserve Board – Federal Reserve notes with deep sadness the passing of Alan Greenspan
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Relief Rally Meets a Hawkish Fed Reality
US-Iran Truce Holds for Now
It has been quite the week, with the market’s key narrative centred on the signing of the US-Iran peace…
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