Examining the markets, we see this unfolding in real time. Indices like the S&P 500 are charting new territory, pushing…
Trump’s Call to End Quarterly Reports Reignites Wall Street Debate
For investors, the key takeaway from Donald Trump’s recent call to scrap mandatory quarterly corporate earnings reports is the revival…
The Fed’s Quiet Pivot: Why the Bond Market is the Only Thing that Matters
Summary (TL;DR) For investors, the key takeaway from recent Federal Reserve actions and commentary is that the central bank is…
Tariffs Second Order Consequences: How U.S. Firms Are Repricing, Resourcing, and Rewiring in 2025
The 2025 tariff regime is a broad-based cost shock to U.S. goods producers and importers. The macro data show factories…
Non-Farm Payrolls Miss Forecasts, Pressuring Fed for Easing
Financial markets are bracing for volatility following the release of the latest U.S. non-farm payrolls (NFP) report, which showed the…
Markets on Edge as Rising Yields and Tariff Woes Temper Rate Cut Hopes
The current market environment is characterized by a push and pull of countervailing forces. On one hand, the prospect of…
Markets Hit a Wall as Strong Economy Challenges Fed Rate Cut Hopes
Financial markets entered a period of consolidation during the week of August 25-29, 2025, after a powerful rally to record…
