There is a growing divergence of views among FOMC members. Some remain dovish, favoring more rate...
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Hassett To Replace Powell: Betting Markets Are Confident
Based on comments from President Trump and the odds on the Kalshi betting site, shown below, Kevin...
Is Japan In A Death Spiral?: A Contrarian Take
A day doesn’t seem to go by without a market pundit asserting that Japan is in a monetary and...
1 Million Layoffs
U.S. employers have announced over 1 million layoffs this year, the highest annual total since the...
5x Leverage Is Too Much Says The SEC
Wall Street’s financial engineers thought they had found yet another way to turn financial...
Natural Gas Prices: Weather, Data Centers And LNG
As we share below, courtesy of FinViz, natural gas prices have risen by over 50% since late...
Black Friday Sales Results
Based solely on Black Friday sales data, the holiday shopping season may be decent despite poor...
Overheating Financial Markets Highlight Data Centers Handicap
The Chicago Mercantile Exchange (CME) trading platforms were shut down for approximately 4 hours...
HSBC Casts Doubt On OpenAI’s Future
Per the Financial Times (LINK), HSBC has serious doubts about OpenAI’s financial wherewithal....
The K Shaped Economy In One Graph
Tuesday’s weak Consumer Confidence report was a good reminder of why some economists are...