Dear readers, Yesterday we asked how markets would greet Kevin Warsh's first Jackson Hole address as Fed chair. The answer...

Dear readers, Yesterday we flagged Nvidia's earnings as the ultimate stress test for the AI trade, with a trillion-dollar valuation...

Dear readers, Ahead of tomorrow's Nvidia print, capital is already hedging its bets. If the AI hardware cycle stumbles, where...

Dear readers, We called Nvidia's earnings the definitive stress test for AI spending, and that test arrives Wednesday. But the...

Dear readers, Wall Street closed out a choppy week with a Friday rebound — the Dow added 1 percent, the...

Dear readers, U.S. national debt crossed $40 trillion for the first time in history this week, and the 30-year Treasury...

Dear readers, Just a day after Target convinced Wall Street that the American consumer was still standing, Walmart's numbers this...

Dear readers, Yesterday we described 30-year Treasury yields tearing through 2007 highs and a Middle East standoff souring risk appetite....

Dear readers, The ceasefire memorandum between Washington and Tehran quietly expired on Monday, and neither side moved to extend it....

Dear readers, Another record close for the S&P 500 last week did little to settle the argument about where the...