Markets in a Fog: Tariff Uncertainty and the Road Ahead
In a market that loves clarity, today’s investing landscape feels more like navigating through a dense, uncharted fog. Tariff uncertainty is the name of the game, and even a four-day stock rally isn't quite enough to clear the haze. While...
Has America Lost Its Shine? Not Really.
Markets have spent the last week behaving like a nervous animal — twitchy, unpredictable, and reacting to every noise. The phrase “Sell America” has crept into reports and strategy memos, raising alarms in both Washington and Wall Street. It’s a rare moment when...
A full decade since the first retail stores fell victim to the inexorable march of ecommerce and Amazon Inc. (NASDAQ:AMZN), the retail apocalypse shows no signs of abating. The last decade has been brutal to the American retail industry, as countless traditional malls continue to shutter at record highs....
September is here, and with it, investors’ concerns about whether the Federal Reserve has been slow to react to shifting economic conditions. The stock market stumbled this week, adding to a sense of uncertainty as the Fed prepares for its long-anticipated interest rate cut. But has the central bank...
Welcome to today's edition of The Market Pulse, your gateway to the latest trends and insights in the investment markets. This week has been a whirlwind in U.S. politics, with President Joe Biden bowing out of the 2024 presidential race and endorsing Vice President Kamala Harris as the Democratic...
Wall Street’s Biggest Bull Just Sounded the Alarm
The stock market has taken a sharp turn, prompting some of Wall Street’s biggest names to rethink their bullish bets. Ed Yardeni, a long-time optimist, now perceives a greater likelihood of a U.S. recession and even a potential flash crash. If you’ve...
Markets Brace for Trump 2.0: Policy Moves and Uncertainty Ahead
Welcome to this week’s edition of The Market Pulse, with Donald Trump officially stepping into his second term as President of the United States, the global markets are watching closely. From proposed tariffs on Mexico and China to deregulation plans...
The Fed, Stocks, and the Rocky Road Ahead
As the dust settles on the Federal Reserve’s first interest rate cut since 2020, the stock market has found itself on a roller...wait, no rollercoasters here. Instead, we’ll say it’s on a narrow path with a few hairpin turns ahead. The Dow...
The Fed is at a crossroads. Higher egg prices could be a warning sign for what’s next.
Egg prices are soaring again—and they’re more than just a grocery-store nuisance. They’re becoming a symbol of the Federal Reserve’s growing challenge in controlling inflation. With costs for a dozen eggs surging 62.3%...
