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AI Is Beating 5% Yields
Episode 880
Artificial intelligence is doing much of the heavy lifting right now. The Nasdaq 100 has gained more than 5% over the past month. The Russell 2000, h…
4 weeks ago
Good Growth, Expensive Money
Episode 879
The American economy keeps refusing to slow down, which would be easier to celebrate if borrowing money were getting cheaper. Instead, Thursday begin…
4 weeks, 1 day ago
Wall Street's $100 Problem
Episode 878
Wall Street has been buying into two appealing ideas: AI will deliver extraordinary growth, and diplomacy will bring down energy costs. Wednesday is …
1 month ago
Wall Street Has Two Bets Today
Episode 877
Two possible diplomatic breakthroughs are competing for Wall Street attention on Tuesday. One could reopen the Strait of Hormuz and pull oil prices l…
1 month ago
Diplomacy Gives Markets a Lift
Episode 876
This week gives investors three things they have been waiting for: cheaper oil, calmer bonds, and a meeting between Donald Trump and Xi Jinping. None…
1 month ago
Wall Street's Relief Has Limits
Episode 875
Central banks have reassured investors that they are still willing to fight inflation. Now the market must deal with the reason they had to prove it.…
1 month ago
Wall Street's Rate Reckoning
Episode 874
Wall Street entered Wednesday battered by five declines in six sessions and facing a Fed decision that looks certain right up until it happens. A rat…
1 month, 1 week ago
A 5% Treasury Yield Changes the Argument
Episode 873
The most important number in Tuesday's market is 5%. The yield on the 10-year Treasury crossed that threshold, reaching 5.041%, its highest level sin…
1 month, 1 week ago
AI's Reality Check Arrives
Episode 872
Three central-bank decisions, oil above $108 a barrel and a sudden outbreak of caution among the most powerful figures in artificial intelligence wil…
1 month, 1 week ago
Inflation Has Wall Street Cornered
Episode 871
Oil remains above $100, Treasury yields are flirting with 5%, and the Federal Reserve now looks increasingly likely to raise rates next week. August …
1 month, 1 week ago