Nvidia faces legal woes as the Justice Department subpoenaed the company over antitrust concerns....
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The Treasury Yield Curve Sets Off A Recession Warning
“The level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide...
Share Buybacks Will Start Weakening The Markets Tailwind
Like the meteorological seasons, share buybacks also follow predictable patterns. Accordingly, as...
Quarter End Window Dressing Will Become Monthly
At many quarter ends, the markets often exhibit unusual behavior. Moreover, the oddities leading up...
Mortgage Rates Are Falling But Remain Too High
The graph below shows the MBA average 30-year mortgage rate, with its year-over-year change below....
Labor Sentiment Is Becoming Worrisome
Recent surveys of labor sentiment point to potential problems. For instance, last week, we shared...
Amazon Benefits From AI But Some Doubt Its Productivity
Amazon CEO Andy Jassy has been touting the benefits his company receives from AI. In particular, he...
Powell Signaled Rate Cuts Are Coming
On Friday, Jerome Powell signaled that a September rate cut is highly likely, and the stock and...
The CFNAI Bark Is Worse Than Its Bite
Peter Schiff tweeted the following in regards to the Chicago Fed National Activity Index (CFNAI):...
Jackson Hole Takes Center Stage
The Fed’s annual symposium in Jackson Hole, Wyoming, kicking off yesterday, will keep traders...
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