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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…
1 year 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…
1 year 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
The new silk road of optimism
Episode 686
There are moments when the global economy seems to exhale, as if a long, collective anxiety has briefly lifted. Monday's record-setting Wall Street f…
1 year ago
Cool Prices, Hot Expectations
Episode 685
Inflation cooled slightly at at 3.0% in September, below expectations and offering a brief sigh of relief to investors hoping the Federal Reserve wil…
1 year ago
Waiting for Elon
Episode 684
Investors are staring at record valuations and wondering why they don't feel richer. Corporate America is delivering strong profits, yet enthusiasm h…
1 year ago