A Thin Margin For Error Ahead of the FOMC
Equities fall for 6th time in 7 sessions bringing key downside levels closer as breadth deteriorates, oil approaches 4-year highs and long-term yields hit the highest in nearly two decades
Investors Are Not Optimistic About the Fed
Abysmal breadth and widespread selling suggests Kevin Warsh will have a hard time calming markets.
Will the World’s Most Successful Stock List U.S. Shares?
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.
Wall Street Fears an AI Slowdown. I’m Not Buying It.
It’s a considerable leap from slowing AI development to assuming the industry will need less computing power.
Equities Remain Under Pressure As 10-Year Yield Hits 19-Year High
A bounce in AI names is helping offset pressure from a continued rise in bond yields and oil prices.
Feeling the Weight of the Market
Investors must now adapt to a changing environment as we approach the midterms, the fighting with Iran continues, and we’re getting AI warnings.
Extreme Uncertainty Ahead of the Fed Keeps Investors Off Balance
Here’s why a potential slowdown in AI development is boosting hyperscalers.
A Market Hanging by a Thread
The S&P, banks, and semiconductors are all clinging to critical support while oversold conditions deepen. One decisive break could finally trigger the sentiment reset that bulls have so far avoided.
Kass: History Doesn’t Repeat, But Today’s Market Is Rhyming Loudly
The AI Boom is a potentially toxic combination of 1997 and 2007.
US Equity Markets Bend But Don’t Break
A toxic mix of a potential slowing in AI spending, rising oil prices, and increased Fed rate hike bets see markets fall, but they end well off the lows.