History is repeating. The Treasury and Fed are once again working in tandem to suppress rates and inflate away the debt burden. This may be painful—especially for savers—but it sets the stage for long-term recovery and a future bull market.
Stocks were higher for the week as investors overlooked tariff uncertainty, but the bulls may get tested by next week's data on inflation and retail sales
The past week saw market turbulence, with President Trump's new gold tariffs, Eli Lilly's dramatic stock drop, a weakening jobs report fueling recession fears, and a divided Federal Reserve debating rate cuts.
As President Trump pressures for lower interest rates, the search for a new Federal Reserve Chair, led by Scott Bessent, has expanded to include candidates like James Bullard and Marc Sumerlin, with the president's influence shaping the process.
We don’t know any better than Powell or Trump what the federal funds rate should be. But we believe decisions on the overnight rate should be left to the banks, as they lend and borrow from each other to meet reserve requirements.
The core CPI nowcasts from the Cleveland Fed do not rely on information such as import prices, but rather past CPI only, while the core PCE relies on past CPI and PCE information
The Toro Company (NYSE: TTC) is anticipated to release its next earnings report on September 3 or 4, 2025, covering the fiscal quarter ending July 2025. This upcoming report is a crucial event for investors and analysts, as it will provide insights into the company's financial health, operational performance, and
Walmart (NYSE: WMT) is expected to release its next earnings report on Thursday, August 21, 2025, before market open. This highly anticipated announcement will cover the fiscal quarter ending July 2025 (Q2 2026) and will provide crucial insights into the retail giant's financial health, operational performance, and future outlook, significantly
Financial markets are currently pricing in a high likelihood of the Federal Reserve initiating interest rate cuts before the year-end, a significant shift in monetary policy that reflects growing concerns over a cooling U.S. economy. This sentiment has been heavily influenced by recent economic data, particularly a weaker-than-expected jobs
Barrick Gold Corporation (NYSE: GOLD), one of the world's largest gold mining companies, is scheduled to report its next earnings on Monday, August 11, 2025, for the second fiscal quarter of 2025 (Q2/25). This upcoming report is a significant event for investors and market analysts, as it will provide
Wall Street has experienced a broadly positive day, marked by a resilient rally that has added over $1 trillion in market value. This surge in investor confidence is primarily driven by a confluence of strong corporate earnings, sustained momentum in the technology sector, and a perceived easing of anxieties related
The specter of a full-blown trade war, which has loomed large over global financial markets for years, appears to be receding, at least for now. Investor concerns regarding the impact of tariffs, particularly those between the United States and China, have reportedly subsided, contributing significantly to a recent and robust
Circle Internet Group, Inc. (NYSE: CRCL) is expected to report its next quarterly earnings on Tuesday, August 12, 2025, before the market opens. This upcoming report will cover the company's financial performance for the fiscal quarter ending June 2025. Earnings reports are pivotal events for investors, providing crucial insights into
Cardinal Health (NYSE: CAH) is scheduled to release its next earnings report on Tuesday, August 12, 2025, before the market opens. This upcoming report will cover the fiscal quarter ending June 2025 (Q4 FY2025) and is a crucial event for investors and analysts to assess the company's financial health, operational
