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Geopolitics, Nvidia’s report, and Jackson Hole could set the tone for markets ahead.
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Taiwan and the US are benefiting from AI while Europe is falling behind, but there’s a scenario where it might not be that bad.
Why did SpaceX surge despite concerns over the unlocking of millions of insider shares?
Warren Buffett’s “Never bet against America” rule keeps holding true as, despite many concerns, the US economy and markets keep growing.
U.S.-Iran hostilities are on hold, Brent is correcting, but the risks and consequences haven't gone away.
The Supreme Court’s overturning of Trump’s tariffs under IEEPA did not end the trade wars. The issue is back, and together with the Iran problem, it could get messier for markets.
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SpaceX is nearing its IPO price, and market sentiment is not to blame.
AI is helping with productivity, but don't expect it to be the force that brings inflation back to 2%.
Gasoline has gotten cheaper after the reopening of the Strait of Hormuz, but markets still don’t expect early Fed rate cuts for a few key reasons.
Oil prices are down, gasoline is getting cheaper, yet markets are still expecting the Fed to raise rates—not once, not twice, but possibly three times. Why?
