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Trump Breaks the Calm
Episode 840
Donald Trump arrived at the NATO summit and blew up the market's quiet summer script, declaring the Iran deal dead, reigniting fears around the Strai…
3 months, 2 weeks ago
Wall Street's Chip Chill
Episode 839
Wall Street is opening with one eye on AI and the other on oil, which is not exactly the calmest way to start a Tuesday. Dow futures are up 0.3%, S&P…
3 months, 2 weeks ago
The Profit Bubble Test
Episode 838
The calendar says summer has begun. The first full week of July opens with stocks sitting in an unusually comfortable place. European equities have j…
3 months, 2 weeks ago
Wall Street Likes Weakness
Episode 837
Second-quarter earnings season begins in earnest the week of July 13, with about 100 major European and American companies set to report. PepsiCo get…
3 months, 3 weeks ago
July Opens With a Very Fed-Shaped Cloud
Episode 836
After the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little…
3 months, 3 weeks ago
AI stocks are ending the quarter with a shrug
Episode 835
For the last session of the quarter, stocks are edging higher, oil is no longer screaming, and investors are waiting for fresh labor-market data befo…
3 months, 3 weeks ago
Wall Street Reboots After the Oil Scare
Episode 834
Markets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has…
3 months, 3 weeks ago
The Shovel Gets Pricier on Wall Street
Episode 833
The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. …
4 months ago
Cooler PCE, Hotter Chips
Episode 832
A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the econ…
4 months ago
When Growth Needs Proof
Episode 831
After two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in an…
4 months ago