Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates…
Finance
New EVs Stall. Used EVs Surge. Same Buyer.
The tax credit cliff didn’t kill EV demand. It redirected it, and the split tells traders where the real market…
Frontline’s $2.61 Dividend Is Earning Its Keep. The Question Is What Happens Next.
With a key VLCC route near WS570 and one-year charters locked at $120,000, the real debate is how Hormuz diplomacy…
When AI Capex Pays: The Case for MSFT at $492
Azure's 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
Your Japan Gain Is 55%. Now the Yen Decision Gets Hard.
A BOJ hike to 1.25% changes the currency math after the Nikkei's extraordinary run.
How to Size Risk Into a Speaker You Don’t Know
July PCE left the September hike alive. Warsh’s Friday debut tells traders nothing they can model in advance, and that…
Crypto as the Marginal Buyer of U.S. Debt
Bessent’s Treasury twist swaps duration risk for rollover risk. The question is whether that trade is more stable, or just…
Rebuild the Multiple Before You Judge the Guide
Intuit's FY27 adjusted EPS of $22.88 to $23.12 is not the number the Street was modeling. It never could be.
Sentiment at 51, Spending Still Standing. Pick Your Side.
Two consumer data points this week tell opposite stories. The PCE on Friday decides which one the market believes.
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.