President Trump is pushing to reduce the SEC’s financial reporting requirements from quarterly to...
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Trump’s BLS Reform Faces Steep Obstacles
The White House has turned its attention to the Bureau of Labor Statistics after a series of steep...
Overnight Funding Costs Signal Liquidity Strain
After years of abundant liquidity, U.S. overnight funding markets are beginning to show signs of...
Oilfield Servicers Find New Hope in AI Power Demand
Oilfield service companies are fighting an uphill battle after years of weak demand from...
Oracle Puts the AI Infrastructure Trade Back in Action
The AI infrastructure trade stagnated through August, with enthusiasm fading even after NVDA beat...
Main Street Optimism Ticks Higher Despite Hiring Challenges
Main Street optimism edged higher in August, as the NFIB Small Business Optimism Index rose to...
Healthcare Jobs Keep Labor Market Afloat: But For How Long?
The August jobs report clarified what many investors already suspect: the U.S. labor market is...
Earnings Are Becoming Harder To Come By
Another round of quarterly earnings reports has come and gone, and once again, many companies beat...
Fed Policy Is More Restrictive Since Rate Cuts
The Fed has cut the Fed Funds rate by 1% since late 2024, and the presumption from many market...
Robots Are Tesla’s Future: EVs No Longer The Value Proposition
Tesla is the leading manufacturer of electric vehicles (EVs) in the US and second, behind BYD, in...