Jobs Update Pushes Odds of a Rate Hike While Trump Calls for Cut
The chances of one or more rate hikes before the end of the year are around 87%.
A Weird, But ‘Useful’ Way to Think About the Surge of New Bond Issuance
It’s important to think about new investment grade bond issuance as Sec. Scott Bessent confronts the task he has created for himself.
Market Has Interesting Reaction to Blowout August Jobs Report
Equities react to some mind-blowing August jobs data.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
Fed Governor Christopher Waller Sparks Surprise Market Rally
It was a surprisingly strong day, but is it a trap going into the August jobs report?
Stock Market Sees Nice Bounce But Traders Can’t Get Comfortable
A close not too far from the highs is a good sign, but it is just the first step in a recovery.
Market Sees Worst Action in Months, Putting New Pressure on Labor Data
New lows outnumbered new highs three to one with no rotation or dip buying taking place.
Buy-and-Hold Investing Can Make You Rich, but Not the Way You Think
The best stock I ever bought was pure luck.
Warsh Says Money Is Too Easy, Spiking Odds of a Rate Hike
September hike odds jumped on one sentence about underlying inflation from the Federal Reserve chair.