New Chair Kevin Warsh Wants to Bring Fed into the AI and Data Age
The new Federal Reserve chair outlined his vision for the future.
4 Changes in the Fed’s New Projections, Including a Rate Hike Forecast
The bulk of these changes were expected, except for one.
Updates on 8 Positions as We Wait for the Fed
I’m still finding things to buy. Here’s what I’ve been up to.
Warsh Faces Dilemma Amid Investor Hopes for a Dovish Fed and Inflation
The new Fed Chair will have a difficult time delivering the rate cuts that Trump desires.
The Story to Watch as Lower Oil Drives Renewed Momentum in Chip Stocks
Investors are expecting a more dovish Fed, but the market strength is narrow.
A Peace Deal in Iran: 8 Key Items Shaping the Stock Market Monday
Kevin Warsh’s Fed debut, Fox snaps up Roku and other headlines are moving stocks this morning.
Does an Iran Deal Solve the Inflation Problem?
The market is celebrating the much-anticipated deal, but major obstacles are looming.
May CPI Up Largely as Expected, But It’s Not That Simple
Ahead of tomorrow’s U.S. May PPI report, China’s May PPI accelerated further.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
Stagflation Worries Take Center Stage as CPI Looms
This tricky market environment requires a stout defense.