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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
TACO at Work: Trump Pauses, Markets Surge
Episode 774
Monday's trading started as a classic panic over energy risk. Investors came in fearing that the conflict tied to Iran was about to turn into a full …
7 months, 1 week ago
One War, Two Market Messages
Episode 773
The Middle East war is nearing its fourth week and the Strait of Hormuz remains a choke point with global consequences. This morning, stock futures p…
7 months, 1 week ago
The Return of Stagflation Fear
Episode 772
The world's central bankers would love, just once, to have a normal week. Instead, they got a war-driven energy shock and a fresh burst of inflation …
7 months, 1 week ago
Hotter at the Factory Gate
Episode 771
Hotter-than-expected producer prices just reminded markets that inflation is still capable of spoiling the mood. What had looked like another calm, a…
7 months, 1 week ago
Are Markets in Denial?
Episode 770
The market seems ready to believe a comforting little story: maybe the worst has passed. Indices bounced back yesterday and Futures on Wall Street ar…
7 months, 1 week ago
Wall Street Clings to Hope
Episode 768
Oil is back near $100 a barrel as the conflict around Iran is widening. The Strait of Hormuz remains badly disrupted. And the market's old faith that…
7 months, 2 weeks ago
Beware the Red Flags
Episode 767
The stock market continues to be weirdly serene at the worst possible moments. Oil, by contrast, is flashing a warning that stocks still seem relucta…
7 months, 2 weeks ago
The Market Is Looking Suspiciously Calm
Episode 766
To look at the indices this morning, you would think everything was under control. Most are sitting close to flat, and Wall Street futures were hover…
7 months, 2 weeks ago
A Bounce Built on Belief
Episode 765
The most revealing thing about the latest oil shock is not that prices spiked. It is how badly everyone wanted to believe they would come right back …
7 months, 2 weeks ago