Alan Greenspan, Fed Chair Who Would End the Fed, RIP
He was a musician, an economist and a popular leader of America’s central bank. He was also a quiet radical.
Middle East Relief Cheers Investors, but BMW Hits a Wall
Easing tensions in the Middle East have reassured investors, and artificial intelligence continues to excite markets. The decline …
New Fed Chair Tears Up the Rulebook
Falling oil prices initially brought relief. Kevin Warsh’s first appearance as Federal Reserve chair has replaced it with uncertai…
Did the ECB Shoot Itself in the Foot?
While the European Central Bank tightened monetary policy and exposed Europe’s economy to fresh risks, US markets rallied on renew…
Markets Drunk on AI Ignore Oil Shock and Geopolitical Risk
Investors seem to believe that reality no longer applies to them. Oil-market tensions are rising and Europe faces a new inflation …
Trump, Dell and Pentagon Billions
Markets continue to celebrate record highs, but growing numbers of analysts see a widening gap between asset prices and economic r…
Oil Falls, Ferrari Hunts for Sound and Micron Rules AI
Oil is falling despite the Iran crisis, Ferrari is struggling to electrify emotion and Micron has become the latest star of the AI…
Musk, Mars and Market Amnesia
A record Dow Jones and a looming giant public offering of SpaceX stock are masking geopolitical tensions. Markets are betting on M…
Artificial Intelligence Euphoria Collides With a Silent Bond Revolt
Bond yields are rising, stocks are being propped up by record leverage and investors are still waiting for a miracle. So why aren’…
Nvidia, Boeing and Geopolitics: Why Markets Lost Their Nerve
After the much-watched US-China summit produced few concrete results, bond markets are sounding the alarm. Rising yields in both t…
Neither Expensive Oil Nor Rising Inflation Can Halt the Markets
With oil above $100 per barrel and inflation rising, Wall Street is betting on continued growth even as geopolitical risks mount.
Artificial Intelligence Is Rewriting the Rules of the Job Market
Investors are still betting on the AI boom despite rising oil prices and geopolitical risk. But in the US labor market, the first …
Wall Street Celebrates a Ceasefire That Is Not Yet Peace
Markets are being driven higher by euphoria over artificial intelligence and the prospect of a deal with Iran. But the bill for th…
Wall Street Hits Records as Inflation Risks Mount
The disconnect is widening: AI-driven gains are pushing Wall Street to record highs even as inflation and the Iran conflict weigh …
Saudi Arabia, LIV Golf and Sport’s Growing Estrangement from Its Fans
Billions, star players and a global stage – yet no audience: LIV Golf’s potential collapse shows how far sport has already drifted…