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Investors Confront Stagflation Risk
Episode 764
The week ahead looks like the kind investors dread. Washington will be watching inflation data on Wednesday, the Federal Reserve looms next week, and…
7 months, 3 weeks ago
Oil Shock Meets Job Shock
Episode 763
Stock futures fell Friday morning after the release of the U.S. jobs report, as investors tried to digest two forces that rarely arrive politely or p…
7 months, 3 weeks ago
The Year the Easy Narrative Broke
Episode 762
As trading begins today, markets are trying to process two things at the same time: a war that is tightening its grip on global energy routes and an …
7 months, 3 weeks ago
When Talk of Talks Moves Markets
Episode 761
After several days of escalating conflict in the Middle East, a new twist emerged: reports that Iranian officials had quietly reached out through bac…
7 months, 4 weeks ago
From Calm to Caution
Episode 760
The missiles flew, the oil spiked, and the world's most important shipping lane edged toward peril. In most eras, that combination would have sent ma…
7 months, 4 weeks ago
A Very Dangerous Gamble
Episode 759
Markets start the week under a long shadow. Airlines are cutting routes as key air corridors over the Middle East shut down. Tankers are being rerout…
7 months, 4 weeks ago
Inflation Bites Back
Episode 758
Wall Street may be fascinated with artificial intelligence, but today's real test comes from something less flashy: producer prices. This morning's P…
8 months ago
The Bar Just Moved Higher
Episode 757
Nvidia's results were, by any normal standard, extraordinary. Revenue keeps climbing at a pace that would have seemed absurd just a few years ago. Th…
8 months ago
The Week When Everything Hangs on One Earnings Call
Episode 756
Tonight, after the closing bell, Nvidia reports earnings, an event that now functions less like a quarterly update and more like a public stress test…
8 months, 1 week ago
The Real Market Panic Isn't Trump. It's the Machine.
Episode 755
The American economy has seen its share of plot twists. A pandemic. A supply-chain snarl. A banking scare. Now, as investors and executives scan the …
8 months, 1 week ago