Consumer Sentiment Drops as Inflation Expectations Jump
A resurgence in fuel prices and renewed trade tensions drives sentiment below every forecast.
Messy Market Action Continues But 2 Big-Cap Names Stand Out
Your best move right now is to focus on trends, not turns.
The AI Spend Grabs Headlines, But the Economy Really Hinges on This
There is a lot of debate about compute spending, but investors should be more focused on these two developments.
Equity Slide Resumes, Pressured by AI Concerns and Oil Prices
With an already “fragile” setup, equities are starting the week on the wrong foot.
Investors Surprise, Buy Bad Inflation and Rate Hike News
The CPI came in hotter than expected and I was surprised by the reaction.
Hot CPI Boosts September Rate Hike Bets to 90%
Core CPI comes in above expectations raising core PCE estimates with markets now pricing nearly four rate hikes over the next year.
No One Wants to Buy Ahead of CPI
The upcoming CPI will either relieve the market pressure or confirm it.
With the Fed Threatening an AI Implosion, There’s a ‘Red Flag’ Investors Can’t Ignore
Inflation concerns are seeing central banks shift to a tightening stance. Are they indirectly calling the market top?
Equity Slide Enters Fourth Day
Oil climbs and treasury yields hit fresh multi-year highs, pressuring stocks for a fourth consecutive day.