Why Fast AI Chips Still Have to Wait
Storage, networking and optical infrastructure may be less glamorous in the world of AI, but these 8 names keep the traffic moving.
September Payrolls Miss Every Estimate, Wage Growth Slowest Since 2021
Payrolls rose just 29,000 with 60,000 in downward revisions, but household employment jumped 406,000.
Those Jobs Numbers? Looks Like the Joke’s on Us.
We got disappointing data and big revisions. But can we take any of it seriously?
Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?
Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.
The Market’s Hidden Weakness Is Finally Too Big to Ignore
Mainstream media coverage is catching up to the damage under the surface, while debt and refined-fuel shortages keep rates stubborn.
Retreating Yields Lift Stocks and Broaden Market Gains
Treasury yields reversed from two-decade highs, helping stocks recover morning losses as gains broaden beyond Tech, but higher oil prices remained a headwind.
Investors Begin Turn With Higher Rates Here to Stay
Investors appear to be fully pricing in the bad news as we start the fourth quarter.
What’s Next for Asian Stocks as Year Ends?
There was a sharp turnaround in Asia’s top-performing sector in Q3. Here’s why that’s unlikely to last.
S&P Manufacturing PMI Eases From Flash Read, but Still Best Since May 2022
Final September PMI was revised down to 55.9 from 57.0 flash, but it’s still the 14th month of expansion as new orders were second strongest since 2022 and employment jumped to a 5-year high.
ISM Sees Manufacturing Remaining Robust, Pushing Up Input Prices
ISM Manufacturing Index indicates expansion for ninth month — longest since 2022 — but prices paid jump 6.8 points to the highest since May.