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Washington's New Lever in the Tech Cold War
Episode 643
Investors are bracing for a week that promises inflation data, tariff deadlines, and the peculiar choreography of U.S.-China technology diplomacy, as…
1 year, 3 months ago
Trump's Fed Shake-Up
Episode 642
By the time Wall Street's caffeine had properly metabolized on Friday morning, the futures market was already giddy. S&P 500 E-minis had ticked highe…
1 year, 3 months ago
Chips, Carrots, and Central Banks
Episode 641
Amid the rollout of sweeping new semiconductor tariffs, Donald Trump carved out exceptions for companies manufacturing within U.S. borders. And just …
1 year, 3 months ago
Tech Pillars Under Pressure
Episode 640
On Wall Street this week, so far we've seen a half-hearted applause for earnings, a squint at the Federal Reserve's intentions, and a sigh of relief …
1 year, 3 months ago
TACO Trade vs. the Fed: What Markets Really Fear
Episode 638
Political risk is once again proving to be the wild card in global markets, capable of eclipsing data, earnings, and even central banks. A day that b…
1 year, 3 months ago
Price Data Softens Tariff Tensions Rise
Episode 637
Markets are tiptoeing through a fog of inflation anxiety and geopolitical brinksmanship, with investors clinging to every data point like a lifeline.…
1 year, 3 months ago
Risk On Recharged
Episode 636
Wall Street is charging into earnings season with surprising exuberance, as record-breaking asset figures, AI-fueled tech rallies, and tempered infla…
1 year, 3 months ago
August 1st Ultimatums and Other Summer Pastimes
Episode 635
President Trump's weekend volley of fresh tariff threats — a 30% levy on most imports from the European Union and Mexico — has shaken global markets …
1 year, 3 months ago
Wall Street Waits to Hear the Numbers
Episode 634
Markets may be bracing for impact, but they’ve grown eerily accustomed to President Trump’s tariff thunderclaps. With a fresh 35% levy on Canadian im…
1 year, 4 months ago
AI Mania Masks Trade War Risks
Episode 633
In a week where Nvidia's gravity-defying ascent to a $4 trillion valuation reshaped market psychology, Wall Street chose euphoria over caution, ridin…
1 year, 4 months ago