Economy
May Jobs: A More Complex Report Than Headlines Suggest
Does this scream 'Hike!'? It depends on whether you're the Fed, a bull or a bear.
'Sticky Inflation' Isn't Going to Be Unstuck Anytime Soon
And the likelihood that inflation will be persistent should keep interest rates higher for longer, which will have multiple negative economic consequences.
Will the AI Theme Continue to Protect the Market From Economic Fears?
The bulls are focused on stocks that are benefiting from AI while the bears argue these few names don't fix the other economic issues that are still lurking.
Debt Deal Done, Fed Set to Skip, How I'm Playing CrowdStrike After Its Beatdown
There are two areas I would allow for absurd valuations right now: Anyone who sells what buyers need to integrate AI into their own offerings and those engaged in cybersecurity.
Kohl's Charts Continue to Decline
Here's what to avoid.
Cautious Market, Debt Bill, Struggling Economy, Oil Prices, China PMI
Plus, HP expects to have PCs with a built in AI program available by 2024.
It's a Long Shot, but Here's My Ideal Scenario to Keep the Fed in Check
It involves people pocketing their savings from lower gasoline prices so that the economy cools and the Fed doesn't need to raise rates again.
Costco Slows But Should Do Well in a Tougher Climate: Here's the Trade
The company could use the extra revenue that an increase in membership fees would produce, but it has been reluctant to go there.
Debt Saga Drags On, Rate Hike Handicapping, Data Deluge, Marvelous Marvell
Plus, the Nasdaq and S&P 500 did not do justice to Thursday's market action as there were far more losers than winners on the day.
There's Been a Shift in the Market's Character
The prospect that this miserable debt-ceiling debate could drag out for weeks is causing additional selling pressure.