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The United States of Deficit
Episode 600
On Friday, Moody’s Investors Service tapped gently on the marble pedestal of American exceptionalism—and the sound rang out across trading floors and…
1 year, 5 months ago
A Rally with Caveats
Episode 599
Wall Street is ending the week on a high note, buoyed by a temporary U.S.-China tariff truce and softer-than-expected inflation data. Major indexes, …
1 year, 5 months ago
When the Numbers Don’t Add Up
Episode 598
A deluge of U.S. economic data hit Thursday morning, offering a confusing blend of soft retail sales, lukewarm hiring, and producer prices that fell …
1 year, 5 months ago
Inflation Cools, Trump Heats Up
Episode 597
In a moment of cautious optimism, U.S. markets began the day with a muted rally, buoyed by cooling inflation and the ever-theatrical rhythms of Trump…
1 year, 5 months ago
Soft Data, Strong Moves
Episode 596
Markets, like people, are creatures of mood. On Tuesday morning, they woke with a mix of apprehension and hope, scanning for signals - from inflation…
1 year, 5 months ago
Diplomacy Is the New Black
Episode 595
Well, it finally happened: the world's two economic frenemies - America and China - have called a temporary timeout in their trade dispute. Both side…
1 year, 6 months ago
Eighty Percent and Falling
Episode 594
In the latest chapter of America’s enduring trade drama with China, Donald Trump has floated an eyebrow-raising figure: eighty percent tariffs on Chi…
1 year, 6 months ago
London Calling: Markets Jump
Episode 593
The Federal Reserve's decision to do nothing was, fittingly, a non-event. Markets barely blinked. Wall Street resumed its upward drift, undisturbed b…
1 year, 6 months ago
About Doves and Deals
Episode 592
On a Wednesday tinted with cautious optimism, equity markets woke to the rare scent of diplomacy. The promise of U.S.—China trade talks in the quiet …
1 year, 6 months ago
Powell's Shadow Looms Over Nervous Markets
Episode 591
Investors' eyes are fixed on the forthcoming words of Fed Chair Jerome Powell, with hopes that US interest rates will hold steady amidst strong corpo…
1 year, 6 months ago