Fed Governor Christopher Waller Sparks Surprise Market Rally
It was a surprisingly strong day, but is it a trap going into the August jobs report?
Stock Market Sees Nice Bounce But Traders Can’t Get Comfortable
A close not too far from the highs is a good sign, but it is just the first step in a recovery.
Thinking About the Unthinkable
As the bond selloff continues, the debt supercycle seems unstoppable, fiscal discipline out of sight and rising inflation a possibility, it’s time to have a tough conversation.
Market Sees Worst Action in Months, Putting New Pressure on Labor Data
New lows outnumbered new highs three to one with no rotation or dip buying taking place.
Warsh Says Money Is Too Easy, Spiking Odds of a Rate Hike
September hike odds jumped on one sentence about underlying inflation from the Federal Reserve chair.
Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
What’s Good for This Chip Giant Isn’t Good for Its Customers
The largest stock in the market held up the indices but there was plenty of weakness under the surface.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
Lots of News But Little Reaction as Market Yawns
The Dow held up on defensive strength while the Nasdaq lost 1%.