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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
Powell, Tariffs, and the Uneasy Optimism of Wall Street
Episode 653
Jerome Powell does not speak in headlines, yet markets have learned to treat his every phrase as prophecy. Last Friday, the Federal Reserve Chair off…
1 year, 2 months ago
The Jackson Hole Ritual
Episode 652
Every August, the financial world turns its gaze toward a small resort town in Wyoming. The Jackson Hole Symposium, hosted by the Federal Reserve Ban…
1 year, 2 months ago
The Bubble Flickers
Episode 651
Tech stocks faltered this week as Wall Street entered its seasonally turbulent late summer, with Nvidia, AMD, Palantir and Meta leading the slide. In…
1 year, 2 months ago
The Weary American Shopper
Episode 650
I've already written, more than once this week, about the American consumer—perhaps too often for the patience of my readers. But there is no escapin…
1 year, 2 months ago
Clarity in Short Supply
Episode 649
Home Depot's disappointing quarter has cast a long shadow over the market's late-summer mood. The retailer, often a proxy for the state of the Americ…
1 year, 2 months ago
America in a Holding Pattern
Episode 648
The American consumer remains the central question of the economy. This week, earnings from Walmart, Home Depot, and Target will provide a clearer se…
1 year, 2 months ago
Faith as a Market Force
Episode 647
Hope is back in fashion on Wall Street, buoyed by whispers of Fed rate cuts, a Buffett–Burry tag team in healthcare, and talk of Trump taking a stake…
1 year, 2 months ago
When Prices Refuse to Cool
Episode 646
After Tuesday's mixed inflation reading—headline prices easing even as core inflation stayed stubborn—Wall Street found itself in a state of watchful…
1 year, 3 months ago
The Cut Everyone Saw Coming
Episode 645
It's the peculiar rhythm of late summer in America's markets: the heat still hangs in the air, traders drift between their terminals and the shore, a…
1 year, 3 months ago