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Shutdowns and Showdowns
Episode 696
America's federal government is inching toward functionality again: a modest ambition, but one markets are happy to cheer. After weeks of legislative…
11 months, 3 weeks ago
America's markets lose their nerve
Episode 695
There are few things more delicate than market optimism. It can soar on the promise of artificial intelligence and crumble at the sight of a spreadsh…
11 months, 3 weeks ago
The Market Can't Make Up Its Mind
Episode 694
Yesterday's panic is today's relief rally. After investors fled from artificial-intelligence stocks amid warnings of a looming correction, markets ar…
11 months, 4 weeks ago
Déjà Vu, With Better Balance Sheets
Episode 693
For months, Wall Street has been running on an adrenaline rush. Now, the comedown has begun. After racing to record highs in October, U.S. markets ha…
11 months, 4 weeks ago
The Bull Market Meets Its Therapist
Episode 692
After a year of relentless optimism, Wall Street may finally be catching its breath, though perhaps more from vertigo than exertion. U.S. stocks, led…
11 months, 4 weeks ago
The Church of Artificial Optimism
Episode 691
Artificial intelligence may be Wall Street's new religion, but faith alone won't paper over political chaos and economic data blackouts. Investors ar…
1 year ago
Big Tech's Haunted Bill
Episode 690
After Thursday's sharp selloff, the steepest in more than three weeks, Wall Street found something to smile about. Optimistic forecasts from Apple an…
1 year ago
Still Standing, Slightly Wobbly
Episode 689
There was a time when investors could rely on the Federal Reserve for calm, Big Tech for growth, and trade diplomacy for a brief sense of order. This…
1 year ago
A Shot in the Dark
Episode 688
The Federal Reserve is about to cut interest rates again, but this time it's doing so with the lights half off. Thanks to Washington's latest governm…
1 year ago
Washington and Tokyo Redraw Economic Lines
Episode 687
Markets are exhaling, but not relaxing. U.S. equity futures hovered just above record highs on Tuesday, buoyed by a swirl of trade diplomacy, central…
1 year ago