The markets,
every morning
at 7:30.
Market News
The Fed Chair Says This Inflation Showdown Ain’t Over
Kevin Warsh rode into Jackson Hole with a giddyup and an Old West warnin’ about inflation.
China’s Factories Picked Up Pace In August, Survey Shows
A private PMI climbed as output and export orders grew faster, even while confidence cooled.
Oil Above $90 Sends Global Bond Yields To Fresh Highs
Markets weighed renewed inflation worries as the US ten-year Treasury yield moved toward 4.78%.
Labor Pains: The US Jobs Report And The Investing Week Ahead
After July’s job losses, investors and the Fed are watching August’s employment numbers even more closely.
China Can’t Outspend America On AI – And These Stocks Don’t Need It To
China spends less on AI than America, making the destination of every investment dollar especially important.
Nvidia’s Rising Tide Didn’t Lift All Boats
The AI chip leader delivered blockbuster results, but the rest of the tech sector barely moved.
One Failed Bond-Market Move Just Lit A Fire Under Bitcoin, Gold, And Silver
The US Treasury tried to calm the bond market, but scarce assets heard a very different signal.
The Hot New ETFs Have One Big Problem: They’re Already Hot
Thematic ETFs make popular trends easy to buy, but that popularity can come at a price.
Where Retail Investors And Entrepreneurs Are Investing Now
Two surveys reveal where everyday investors and entrepreneurs agree, diverge, and see opportunity.
Canada’s Q2 Earnings Calendar Is About To Get Busy
Suncor, Manulife, Sun Life, and Nutrien were all due to report in one packed earnings week.
Samsung’s Trying To Buy Back Shareholders’ Love
The cash-rich South Korean memory maker announced a record shareholder returns plan.
If You’ve Got A Million Dollars, Here Are The AI Plays The Pros Like Now
Professional investors see AI opportunities beyond the biggest names in power, robotics, banking, and biotech.