What’s Behind the Bond Trouble
Let’s see what’s causing the big bond selloff, why I don’t believe they’re collapsing, and some words on that $40 trillion national debt.
Europe Provides the Market With a New ‘Excuse’
The technical damage came first. Now the news is doing the rest.
VIDEO: Looming Updates That Could Move 3 Key Positions
The reason why we’re focused on this week’s inflation and wage growth data.
Seasonality, Politics and the Death of the Momentum Trade
Conditions for a difficult September are in place, but it will also create new opportunities.
Hawkish Warsh Tells Wall Street to Beat It
The man was clear. His concern is inflation and Main Street.
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.