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Confidence on Hold Until Powell Weighs In
Episode 663
Investors spent September lifting stocks on the promise of artificial intelligence while quietly ignoring tariffs, politics, and the possibility that…
1 year, 1 month ago
Wall Street: Resilience or Denial?
Episode 662
Wall Street has spent much of this year sprinting past obstacles that might once have tripped it: tariffs, inflation scares, geopolitical flare-ups, …
1 year, 1 month ago
The Report That Sealed the Fed's Hand
Episode 661
August's jobs report delivered a whisper of weakness: just 22,000 new payrolls, rising unemployment, and downward revisions that suggest a labor mark…
1 year, 2 months ago
Labor Softens, Wall Street Waits
Episode 660
The U.S. economy is waiting for a number. Not a particularly elegant number, but one that Wall Street treats with ritual gravity: the monthly payroll…
1 year, 2 months ago
Antitrust Softens, Yields Still Rise
Episode 659
Markets cheered Google's courtroom reprieve, but investors should not mistake a temporary surge in Alphabet's stock for a settled antitrust landscape…
1 year, 2 months ago
A September Shiver on Wall Street
Episode 658
September has always had a bad reputation in markets. Traders emerge from their beach houses and mountain cabins only to discover that the mood has s…
1 year, 2 months ago
The Calm in the Numbers
Episode 657
The Federal Reserve is once again walking a tightrope: move too slowly in cutting rates and the economy risks stalling, move too quickly and inflatio…
1 year, 2 months ago
The Chip on America’s Shoulder
Episode 656
Markets have an uncanny way of revealing the contradictions that lie at the heart of geopolitics. Nowhere is that tension more obvious than in the fa…
1 year, 2 months ago
Nvidia’s Reveal: AI Dream or Mirage?
Episode 655
Wall Street isn't always moved by breaking news. More often, it's the anticipation that sets the mood, with investors spending hours waiting for a da…
1 year, 2 months ago
A Fracture at the Federal Reserve
Episode 654
In the United States, presidents have often bristled at the Federal Reserve. Richard Nixon leaned on Arthur Burns to keep money flowing ahead of his …
1 year, 2 months ago