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Economy
Can Portable Data Centers Keep America’s AI Lead Alive?
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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Trump’s AI Executive Order Sets the Stage for Trillion-Dollar Investment
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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US Dollar: Death Cross Looms but History Suggests a Reversal May Follow
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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Fed to Hold the Line, but Cuts Are Coming
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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Next Week’s Q2 GDP Data Expected to Report Moderate Growth
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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Week Ahead: Trade Talks, Fed and BoJ Decisions, Tariff Deadline, US Jobs Data
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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Why Private Rent Indices Keep Getting It Wrong on Housing Disinflation
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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One of the Most Promising Frontiers for the Future of Finance
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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Think Ahead: Play It Again, Don – Trump’s Tariff Tango
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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The 2025 Intern’s Guide to Options
Options trading has become increasingly popular in recent years, and we thought it was time to update our intern's guide for…
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