Archive

One Hike Down, One to Go: The Fed's "Timelier Return" Era Begins

The first rate increase in three years was unanimous and fully priced — the damage came from two words and a dot plot that licenses one more hike by December.

The Fed Goes Quiet. The Summit Takes Over.

Ten speeches replace one press conference, a record options reset has cleared the deck, and Trump hosts Xi on Thursday with the 10-year pinned at 5%.

Join Us on Sept 30 at 3 PM EST

The Inflation Gauntlet: Two Prints Left Before the Fed Decides

A blowout August jobs report pushed rate-hike odds back above 50%. Now PPI lands Thursday and CPI Friday — the final evidence before the Fed's September 16 decision.

Three Down Days, One Broadcom Bar, and a Jobs Report That Decides September

Stocks steadied after their worst stretch in weeks, but Friday's August payrolls report now carries the Fed's September decision on its back.

Oil, Yields and Broadcom: The Three-Way Test Facing Stocks Today

A rising energy bill, stubborn bond yields and a crucial AI earnings report are pulling the market in three different directions.

Geopolitical Tensions Test Record Highs

Stocks Erase Iran War Losses on Peace Hope

S&P 500 Rallies 1% as Goldman Sachs Kicks Off Earnings Season with Record Results

Ceasefire Sparks Historic Rally

Dow Surges 1,325 Points as Trump Announces Two-Week Iran Truce