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AI hangover
After months of optimism, markets are suddenly uneasy about who actually benefits from AI. With the monthly jobs report delayed, layoff notices and c…
4 months ago
Bit shaken
Crypto prices slip alongside a broad tech sell‑off, blurring the line between Bitcoin and risk assets — plus the ECB weighs its next move.
Today’s r…
4 months, 1 week ago
Tech wreck
A new AI release rattled software stocks and wiped billions off company values. Walmart’s trillion‑dollar milestone, and the signs the global economy…
4 months, 1 week ago
AI of the storm
OpenAI is reportedly unhappy with Nvidia’s newest chips, while Musk combines SpaceX and X‑AI into a trillion‑dollar IPO vehicle. Tariff cuts send the…
4 months, 1 week ago
Warsh's balancing act
Donald Trump’s nominee for the Federal Reserve is no fan of the central bank’s quantitative easing policy. Mike Dolan and Anna Szymanski join today’s…
4 months, 1 week ago
Week ahead: Groundhog day?
Europe’s central banks meet, the US checks in on jobs, and Big Tech reports earnings continue.
Subscribe to Mike Dolan's Morning Bid newsletter, and …
4 months, 1 week ago
Week in Review: Everyone's talking about Kevin
Kevin Warsh’s nomination as Fed chair steadied markets and lifted the dollar after a volatile week, while questions linger over rate‑cut expectations…
4 months, 1 week ago
Chair‑in‑waiting
President Trump nominates Kevin Warsh as the next head of the Federal Reserve. Plus, Apple delivers a blowout quarter driven by strong iPhone demand …
4 months, 1 week ago
Hold steady
The Fed holds steady and markets shrug. Oil and gold climb as Iran tensions return. Meta earnings surge while Microsoft slides.
Today’s recommended r…
4 months, 2 weeks ago
Dollar drop
The dollar nurses steep losses and President Trump says it’s “great.” The Fed steps into its first policy meeting of the year under intense scrutiny …
4 months, 2 weeks ago