Trump’s policies may be fracturing the bubble in private credit, junk bonds (Originally published Oct. 10 in “What in the World“) Trump’s policies may not be killing the AI economy.
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Trump’s policies, US shutdown, leave investors on wild ride to nowhere (Originally published Oct. 9 in “What in the World“) No one knows where Trump is leading the U.S. economy.
Trump thinks that destroying the economy will somehow save it (Originally published Oct. 7 in “What in the World“) The U.S. government shutdown is costing the U.S. economy $15 billion
As jobs shrink, Trump uses Democrat shutdown gambit to slash public works (Originally published Oct. 2 in “What in the World“) Democrats appear to have fallen hook, line, and sinker
As DC shutdown deprives Fed of data, chorus warning of turbulence grows (Originally published Oct. 1 in “What in the World“) Nomura has joined Goldman Sachs in guessing that markets
Faster US economic growth spoils Goldilocks bet on Fed rate cuts (Originally published Sept. 26 in “What in the World“) The vampire squid has joined those warning that the market
RIP Fed credibility: investors wave off Powell’s warning of inflation risk (Originally published Sept. 24 in “What in the World“) Has the Fed been defanged? Federal Reserve Chair Jerome Powell
Choosing jobs over inflation, Fed avoids conflict and surrenders to Trump (Originally published Sept. 18 in “What in the World“) The Fed did not disappoint. The U.S. Federal Reserve cut
Investors go all in on Goldilocks scenario of AI and Fed rate cuts (Originally published Sept. 15 in “What in the World“) Investors are putting their eggs in one basket—again.
As equities binge on AI fantasies, bond investors brace for economic gloom (Originally published Sept. 12 in “What in the World“) Analysts warn that the bond market doesn’t seem to