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The Presidential Whiplash Index
Episode 677
Donald Trump can move markets with fewer words than most central bankers use in a footnote. A single post on Truth Social is enough to send traders s…
1 year ago
Michigan to the Rescue
Episode 676
After weeks of relentless upward motion, Wall Street seems to have remembered how to stand still. The blistering rally that has carried U.S. equities…
1 year ago
The Sound of Silence
Episode 675
Markets may have been hanging on every syllable for a signal, but Powell offered none, leaving traders to chart their own course. In a week short on …
1 year ago
Holding On for Signals
Episode 674
Markets are marching higher, even as Washington stalls, gold soars past $4,000, and AI costs climb faster than expected. It's a moment where optimism…
1 year ago
AI Party Like There’s No Shutdown
Episode 673
Wall Street's record highs are setting the stage for a market moment that’s as surreal as it is unstoppable. Even with a government shutdown delaying…
1 year ago
Wall Street Bets on Silicon and Soft Landings
Episode 672
Wall Street, it seems, only has eyes for artificial intelligence and interest-rate cuts. Futures on major U.S. stock indexes were up, modestly but co…
1 year ago
Peak. Repeat.
Episode 671
U.S. stock futures were pointing upward early Friday morning, lifted by a heady mix of optimism and caffeine: investors have convinced themselves tha…
1 year, 1 month ago
The Market's Love Affair With Weakness
Episode 670
Optimism is the softest currency on Wall Street, and this week, it's being traded at a premium. Futures tied to the S&P 500 and Nasdaq advanced on re…
1 year, 1 month ago
Investors left reading tea leaves
Episode 669
The United States is once again staging a familiar drama: the federal government has shut down. The consequences this time, however, extend beyond fu…
1 year, 1 month ago
Waiting for the Inevitable?
Episode 668
Markets thrive on certainty, yet Washington keeps supplying drama instead. In the fog that follows, confidence wavers, leaving investors to navigate …
1 year, 1 month ago