Why the Fed should raise rates by 50 basis points next week. Plus, rising yields will crush stocks… The coming pullback will be a buying opportunity… Will AI "kill us all"? … And Robinhood's "tokenization" efforts.
If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.
Treasury Secretary Scott Bessent is signaling he won't simply stand by if long-term yields keep climbing. With deficits near $2 trillion and borrowing costs rising, investors may be watching the birth of a new market backstop: the "Treasury put."
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.
Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more.
IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.
The renewed U.S. blockade of Iran sent Brent crude surging… and forced investors to rapidly rethink the Fed's next move. Here's what to watch in oil, bonds, and your portfolio now.
The Fed held rates steady at its June meeting, but the minutes show the committee was split almost exactly down the middle on the direction of interest rates for 2026. It's a signal for every investor paying attention.
Markets spent three weeks pricing in relief from the U.S.-Iran ceasefire. Now that trade is cracking. With the Strait of Hormuz back in focus, here’s what investors need to watch.
What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin.
June payrolls landed well below expectations, May's number was revised lower, and the unemployment rate fell for a complicated reason. Here's what the latest jobs report really means for the Fed, rates, and your portfolio.
U.S. inflation climbed to 4.2% in May, the highest reading in more than three years. Here's what the data actually says, what the Fed is likely to do next, and how to position your portfolio for higher-for-longer rates.
