With the Fed Threatening an AI Implosion, There’s a ‘Red Flag’ Investors Can’t Ignore
Inflation concerns are seeing central banks shift to a tightening stance. Are they indirectly calling the market top?
Bank of Japan Sees ‘Opportunity’ as Fed Leans Toward Interest Rate Decision
Are we in a Goldilocks phase? The answer has profound implications for where currencies and stocks head next.
How to Profit on the FX Markets as the Yen Faces Pivotal Moment
Here’s how U.S. investors can play the underlying trends in the Japanese yen exchange.
A Global Bond Rout and a Third Central Bank Turns Hawkish
The market is under severe pressure as oil remains elevated and yields are rising everywhere at once.
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.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.
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.
Why Is Bessent Propping Up the Yen? Call it ‘Enlightened Self Interest’
Here are the implications for U.S. investors as the Treasury takes an unusual step of wading into Japan’s currency market.
Groundhog Day for Trump and Iran? 8 Key Items Shaping the Stock Market Monday
U.S and Japan intervene, Senate bill, Amazon and OpenAI extend relationship, and other headlines moving stocks this morning.