Fed Leaves Funds Rate Unchanged, With Warsh Citing More Data Ahead
What can the Fed do to regain credibility as inflation data continues to move in the wrong direction?
Big Tech Earnings, the Fed and Iran Are in Play as the Market Tries to Recover
Alphabet and Microsoft report after the close, and Warsh takes the stage.
The Story of the Market Is Access to Capital, Not Its Cost
Anthropic needs Broadcom guarantees to obtain massive loans.
AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday
Big AI and data center focused earnings, SpaceX’s $40 billion capital raise, and other headlines moving the market this morning.
The Run-Up to Black Monday in 1987 Looks a Lot Like 2026
While there are some similarities to 1987, there are also some major differences.
Warsh Remains Tight Lipped and the Market Likes That: 8 Key Items Shaping the Stock Market Friday
Netflix exec choice raises more questions, Anthropic’s shifting IPO valuation, and other headlines moving the market this morning.
The Market Is Undergoing a Change in Character as AI Splits Into 2 Groups
The hyperscalers pay for AI out of their own cash. The companies that borrow to build it are starting to trade like rate-sensitive stocks.
Fed’s Beige Book Sees Inflation Pressures Rise But Growth Moderates
The October edition provides hawks a lot more to work with than August did.
VIDEO: Navigating Sticky Inflation Without Losing Sight of the AI Opportunity
Inflation is heading up again. Here’s what investors should focus on next.
Hot CPI Puts October Rate Hike Back in Play
Core rises 0.33% from August, a second hot monthly print, as gains spread well beyond energy. October rate-hike odds more than double.