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Wall Street Eyes Warsh
Episode 793
The U.S. and Iran are still wobbling between negotiation and confrontation, and the ceasefire is about to expire. Headlines have flipped so quickly f…
6 months, 1 week ago
Ruled by Headlines
Episode 792
Each day seems to deliver some new development in the Middle East, and at this point no one really knows where matters will stand by the end of the s…
6 months, 1 week ago
Whistling Past Hormuz
Episode 791
American stocks are still climbing and investors are still acting as if danger is something for later. Europe, by contrast, looks hesitant and winded…
6 months, 1 week ago
Wall Street Decided the Crisis Is Over Before the World Does
Episode 790
Investors are acting as though the worst phase of the Middle East crisis may already be behind us. U.S. futures were modestly higher Thursday morning…
6 months, 1 week ago
Wall Street: Still Cautious, Still Buying
Episode 789
Markets have bounced back with striking confidence, brushing aside the Iran war as earnings hold up, inflation looks a little less threatening, and h…
6 months, 1 week ago
Betting on Restraint
Episode 788
Investors are starting to act as though the Middle East war is something the market can live with. That is a remarkable shift. The S&P 500 has alread…
6 months, 2 weeks ago
Earnings Season in Trump's Shadow
Episode 787
Investors came into the week focused on the start of earnings season, but the market agenda shifted fast after U.S.-Iran talks collapsed and oil surg…
6 months, 2 weeks ago
Wall Street Gets a CPI Lifeline
Episode 786
Inflation came in hot on the surface, but cooler underneath, giving markets just enough relief to keep the rally alive. March CPI rose 0.9% from the …
6 months, 2 weeks ago
Wall Street Rethinks the Rally
Episode 785
The market enjoyed yesterday's burst of relief after the announcement of a two-week pause in the fighting tied to Iran. But this morning, reality is …
6 months, 2 weeks ago
Is This Really a Win?
Episode 784
This morning's rally is easy enough to explain: a two-week cease-fire between the United States and Iran, along with a pledge to reopen the Strait of…
6 months, 2 weeks ago