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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, 3 weeks ago
The Market's Nerves of Steel
Episode 783
Trump is threatening to devastate Iran unless a deal is reached by tonight, and he reiterated this morning that the deadline still stands. The risk o…
6 months, 3 weeks ago
From Hope to Nope
Episode 782
After spending part of the week trying to believe that the war with Iran might be moving toward some contained conclusion, investors woke up to a har…
6 months, 4 weeks ago
Wall Street Exhales
Episode 781
Everyone wants the fire alarm to stop ringing. That, more than anything, is what investors are responding to as April begins. Wednesday's session is …
6 months, 4 weeks ago
Wall Street Hopes Trump Means It
Episode 780
The final trading day of March and of the first quarter starts on a good note, with U.S. futures rising after a report suggested Donald Trump is will…
6 months, 4 weeks ago
Bad News Is Bad News Again
Episode 779
On Wall Street, investors are bracing for a week that feels bigger than a normal turn of the calendar. Yet they remain optimistic: U.S. stocks look s…
7 months ago
Nasdaq Slides as Crisis Drags On
Episode 778
Donald Trump bought himself more time on Iran. He extended the deadline for possible U.S. strikes on Iran's energy infrastructure until Monday, April…
7 months ago
On Wall Street, The Cost of Waiting It Out
Episode 777
Markets are falling alongside hopes for peace: For a few days, investors were willing to believe that diplomacy might outrun escalation, but now that…
7 months ago
Wall Street Eyes a Ceasefire
Episode 776
What a difference a day makes. On Wall Street, sentiment now changes so fast that journalists and commentators barely have time to rewrite the lead. …
7 months ago
Investors Still See a Path Forward
Episode 775
March PMI readings are starting to show what wars eventually do, far from the battlefield: they make companies more cautious, weaken demand, and clou…
7 months ago