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.
Can Nvidia Fix the Interest Rate Problem?
Buckle up, Nvidia earnings and the Jackson Hole Economic meeting hit the market this week.
Think the Yen Doesn’t Matter to U.S. Investors? Think Again.
A stronger yen would threaten the earnings of major exporters, but a strengthening yen would also be a boon to domestic Japanese companies. Let me explain.
Can the AI Infrastructure Trade Keep Up the Momentum?
The the odds of no rate hike in 2026 have jumped to 28% from 11% a month ago.
Rethinking Rate Cuts as Kevin Warsh Works Some Inflation Magic
The new Federal Reserve chair will lean toward cutting interest rates despite calls for a hike.
Income Investors Find a Sweet Spot Right in the Middle
Retirement savers are locking in yield before the Fed cuts. Here are three ways to play the game.
Why Investors Are Celebrating the Poor Jobs Report
Weak payrolls cut the odds of a Fed hike, and that attracted buyers.
The Most Important Number in the Jobs Report Isn’t -23,000
In this day and age why are we making key decisions off data that are wild guesses?
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.