Fed Chair Kevin Warsh Will Tackle Inflation
The Federal Reserve chair seems to understand an obvious truth about the economy.
Will Warsh Be More Forthcoming About Fed Policy?
The Fed Chair thinks the central bank should communicate less rather than more, but the market is hungry for insight into inflation.
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
Nvidia earnings, oil prices, PCE, potential settlement talks for Meta, and other headlines are moving the market this morning.
Investors Await Nvidia Earnings and 2 Major Economic Events
Is inflation high because of tariffs and the Iran war, or just because the economy is running too hot?
Warsh, Bessent and the Battle for Long-Term Treasury Yields
Let’s discuss what’s pressuring yields, steps that can be taken, and the beneficiaries so far.
Flash August PMI Data Contained Some Nice Surprises
Price pressures moderated, while employment rose sharply and order books increased.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.
Walmart Miss Sends a Message on Costco: 8 Key Items Shaping the Stock Market Thursday
Oil moving through the strait, $40 trillion in debt and other headlines moving the market this morning.
We’re Picking Up More Shares of This Discount Retailer
Heading into the holiday shopping season, we continue to see the company benefitting from cash-strapped consumers.