Interest Rates
Small-Caps Scream Higher, Canada Smokes & Hikes, Dour Druckenmiller, Trading AMD
U.S. investors, while fully expecting a 'skip' by the FOMC next week are starting to understand that a skip or even a pause does not necessarily mean an end to the policy tightening cycle or a change in trajectory.
Fed's Relevance Appears to Wane
I may be guilty of wishful thinking, but it looks like the market is finally moving beyond the Federal Reserve.
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.
Done Debt Deal, Fed Heads Tone It Down, AI Gold Mine, Wary Eye on Apple
Plus, a couple major stock indexes appear to be in better technical shape.
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.
The AI Theme Destroyed the Economic Bears, But Now What?
About 90% of stocks are still struggling, but many market players are celebrating.
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.
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.