A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.
Inflation Concerns Explode as Oil Surges and AI Spending Worries Jump
Bank earnings, CPI, and Warsh testimony will keep investors focused on inflation.
Chips and Inflation Set Up a Difficult Week
This underreported story is likely the most consequential issue right now.
Will the SK Hynix IPO Repeat the SpaceX Pattern?
As SKHY’s debut grabs the spotlight, the real test for the market starts next week with these three things.
With Inflation Heading Lower, We Can Expect a Midterm Rate Cut
A combination of lower inflation and improved data sources will push the Fed to cut interest rates soon.
What Will Warsh Say? 8 Key Items Shaping the Stock Market Wednesday
Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.
Betting on a Rate Cut Might Not Be the Consensus, But Here’s Why it’s Likely
My interest rate projection appears to go against the grain.
The Chip Story Just Got More Complicated
AI Is bouncing, but a significant shift in the market is building. Here’s what to watch.
Why Booming Chip Demand May Not Be Great News for the Stock Market
Micron surpassed elevated expectations, but the Mag 7 is paying a price.