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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, 1 month 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, 1 month 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, 1 month 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
Wall Street Bets Against Chaos, Again
Episode 667
Markets began the week with a curious blend of optimism and unease, as investors brushed aside Washington's familiar budget brinkmanship long enough …
1 year, 1 month ago
Inflation Meets Forecasts, Uncertainty Endures
Episode 666
Markets do not enjoy uncertainty. They tolerate it, trade on it, even profit from it, but they never quite enjoy it. This week on Wall Street, uncert…
1 year, 1 month ago
The Waiting Game
Episode 665
There is something unnerving about a market that pauses. You can feel it in the headlines, in the tone of morning reports, and in the peculiar restra…
1 year, 1 month ago