Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?
A Fed Rate Hike Is Likely, But 3 Major Questions Will Remain
How this plays out is far more complicated than ‘a hike is bad and a hold is good’ and will not be settled today.
Feeling the Weight of the Market
Investors must now adapt to a changing environment as we approach the midterms, the fighting with Iran continues, and we’re getting AI warnings.
The Market Is in Transition as Summer Comes to an End
Monetary policy takes center stage as broader selling takes hold.
Bond Yields Make for a Not So Nice Start to September: 8 Key Items Shaping the Stock Market Tuesday
S&P 500 levels to watch, August PMI on deck, Apple’s new sheriff is in town, and other headlines moving the market this morning.
Seasonality, Politics and the Death of the Momentum Trade
Conditions for a difficult September are in place, but it will also create new opportunities.
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.
The Chips Are Down, the Mags Are Up as the Pendulum Swings
Trump’s defense of data centers helps the market bounce back from an ugly morning.
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?