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Wall Street Returns, Chips Lead
Episode 811
Wall Street reopens today after Memorial Day, and the market is returning to a week that has already started without it. Europe traded while the U.S.…
5 months ago
Wall Street Packs for the Long Weekend
Episode 810
Stocks are moving higher. The Dow is building on Thursday's record close, the S&P 500 is on track for an eighth straight weekly gain: its best run si…
5 months ago
Wall Street's Rebound That Wasn't
Episode 809
Today's session had briefly looked as if it might build on Wednesday's rebound. Stocks had snapped a three-day losing streak, Europe had rallied shar…
5 months ago
AI's Moment of Truth
Episode 808
Today's trading session has one obvious main character: Nvidia. The chipmaker reports after the close, and investors are treating the event less like…
5 months ago
Can Nvidia Do It Again?
Episode 807
What happens when the stocks that carried the rally begin to look expensive at the same time bonds start flashing warning signs? That is the uncomfor…
5 months, 1 week ago
Markets Run Into Higher Yields
Episode 806
Kevin Warsh is taking over the Fed just as the bond market is sending its first warning. This week, Wall Street gets a clear test: whether AI optimis…
5 months, 1 week ago
Wall Street Wanted More
Episode 805
The Trump-Xi meeting was meant to reassure investors, but it fell short. The two leaders talked, and the summit avoided a major blowup, but markets w…
5 months, 1 week ago
Trump's China Test Hits a Market High
Episode 804
Markets are rallying as Trump meets Xi, lifted by Nvidia, AI optimism, and hopes for a U.S.-China thaw. But Donald Trump goes to China with a weaker …
5 months, 1 week ago
Wall Street Just Got Its Wholesale Receipt
Episode 803
April's hotter-than-expected producer inflation has turned this week into a test of whether markets can keep looking past rising prices after yesterd…
5 months, 1 week ago
America's Inflation Problem Just Got Harder to Explain Away
Episode 802
Today's inflation report did not deliver a disaster, but confirmation that prices are still rising too fast, at exactly the wrong time. While headlin…
5 months, 2 weeks ago