Economy

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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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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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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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Thank you, Jack, for that kind introduction. It is a great privilege to be…
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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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I think it is safe to conclude that the AI boom is alive and well. Barron’s has an article entitled “The Chip Rally Has Gone Parabolic.…
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Three days of selling and a 3.7% decline in the NASDAQ 100 Index is all the correction we got! Given the magnitude and speed of the rally…
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Here we go again! If the reports are true, the US and Iran are close to a deal that reopens the Strait of Hormuz. Thorny issues of…
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MON: Global Manufacturing Final PMIs (May), South Korean Balance of Trade (May), German Retail Sales (Apr), Swiss Retail Sales (Apr),…
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