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.
Japan Raises Rates to Highest Level Since Bubble Pop
The Bank of Japan has lifted the base rate to its highest level in 31 years, but is keeping its eye on business-to-business price hikes.
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.
Global Central Banks Turn Hawkish on Inflation
Here’s how central banks around the world are attempting to respond to higher prices.
Selling Snapchat After Jobs Report Take a Toll
How we’re navigating our small-cap holdings following a rate cut update.
Hospitality Surge Gives Fed No Choice After Strong Jobs Update
The rate environment could challenge a market that needs to absorb some significant IPOs.
Hot May Job Creation Puts Fed’s Focus Firmly on Inflation
Friday’s job report for May crushed expectations, with big March and April revisions as well.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.