Economy

At the end of 2024, we identified 10 potential events and surprises likely to impact financial markets and the global economy this year.…
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Construction of AI data centers can take anywhere from six months to multiple years to complete. Accordingly, they can’t build data…
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If there’s one thing I’ve learned after decades in the investment world, it’s that government policy is a precursor to change. What’s…
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The appears poised to undergo a death cross on the weekly chart, a development not observed since January 2021. A death cross is a…
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The jobs market continues to hold up despite concerns about a cooling economy, while officials remain nervous about the effect of…
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The US economy remains on track to post a moderate recovery in next week’s second-quarter report, according to nowcasts compiled by…
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MON: US Dallas Fed (Jul), German GfK (Aug) TUE: US Consumer Confidence (Jul), JOLTS (Jun) WED: FOMC & BoC Policy Announcements; ECB…
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A subscriber wrote to me recently and asked about a research piece put out by a major sell-side investment house that discussed how…
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 In your TradeTalks interview at Consensus, you noted that "crypto is here to stay." How do you see the crypto space evolving…
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Deadlines, deals, and delays: Is the 1 August tariff ultimatum really any different from what’s come and gone before? Maybe not. But…
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