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New Rules
Episode 754
After the Supreme Court struck down much of Trump’s tariff regime, the White House swiftly unveiled a new global levy, reigniting trade uncertainty a…
8 months, 1 week ago
Inflation's Reality Check
Episode 753
Investors were waiting this morning for answers: is the U.S. economy cooling gently or losing altitude ? Have we achieved a soft landing? At 8:30 a.m…
8 months, 1 week ago
The market's nerves are showing
Episode 752
This week was supposed to be about earnings and artificial intelligence. Instead, it is shaping up as a test of how many shocks investors can process…
8 months, 1 week ago
The Calm Before the Fed
Episode 751
Wall Street looks deceptively calm. Futures are pointing higher, tech shares are trying to find their footing, and investors are bracing for the rele…
8 months, 1 week ago
The Great AI Repricing
Episode 750
Investors are trying to recalibrate. Business models will change with AI. Some will thrive. Others will discover that their moat was more decorative …
8 months, 2 weeks ago
Earnings or Else
Episode 749
Corporate earnings are once again running the show. This morning, stock futures are edging higher as investors brace for another wave of quarterly re…
8 months, 2 weeks ago
Goldilocks Jobs, Jittery Markets
Episode 748
This week was always going to be about one thing: data. Investors came into today bracing for the January employment report, delayed by the partial g…
8 months, 2 weeks ago
Retail Hits the Brakes
Episode 747
The consumer has been the economy's last reliable thrill ride, and now it's starting to coast. December retail sales flatlined, a quiet but loaded si…
8 months, 3 weeks ago
All or Nothing Week
Episode 746
As Monday's session gets underway, U.S. stock futures are hovering just below flat. The Dow, S&P 500, and Nasdaq are all slightly in the red, the kin…
8 months, 3 weeks ago
Markets Ask the Obvious Question
Episode 745
How long does this get to cost so much before AI pays for itself? That question hangs over today's session like a low cloud. After several days of se…
8 months, 3 weeks ago