Buyback of Bonds Backfires
It was another poor day with oil and interest rates moving higher.
Meta and Chips Cover Up Market Weakness
Here are a few names I’m watching closely as we work through this difficult period.
SpaceX Helps Prevent Pullback With New Price Target
The aerospace firm was among the few AI-related names that carried the day.
Credit Markets Send Financial Warning Despite Index All-Time Highs
Prudent investors should position their portfolios accordingly.
Equities See Muted Start After Labor Day Weekend
U.S. equities appear to be little changed by crude prices hitting a new high.
Jobs Update Pushes Odds of a Rate Hike While Trump Calls for Cut
The chances of one or more rate hikes before the end of the year are around 87%.
A Weird, But ‘Useful’ Way to Think About the Surge of New Bond Issuance
It’s important to think about new investment grade bond issuance as Sec. Scott Bessent confronts the task he has created for himself.
Market Has Interesting Reaction to Blowout August Jobs Report
Equities react to some mind-blowing August jobs data.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.