Morning Bid: Fed Easing Bets Reach Fever Pitch
Spurred on by Trump and Bessent expectations for rate cuts are reaching fever pitch with markets starting to price in small chance of half point cut.
Recent
Unusual Prospect of a Full-Employment Recession Per BlackRock and Charles Schwab
BlackRock and Charles Schwab are signaling that the U.S. economy may be entering a period of unpredictable, “rolling” inflation.
Investors Double Down on September Fed Cut After CPI
Investors are betting harder on a September Federal Reserve interest rate cut after last month's mild inflation bump.
Equity Bull Market, Driven by AI, May be Facing a Structural Challenge — and Entering Bubble Territory.
The current equity bull market may be facing a structural challenge, with signs emerging that the AI-driven rally could be entering bubble territory.
'Stagflation-lite': The Worst-Case Scenario For The US Economy Looks Like It's Getting More Likely
The worst-case scenario for the US economy is looking a lot more likely.
One Key Reason a Slowing Economy Isn't Shaking Stock Market Bulls
Last week, fears over the US economy slowing more than initially thought took center focus as the major indexes experienced the worst single-day drop.
Recession Back on Radar - Sharp Downward Revisions to Previous Months' Employment Data Portends Risks
Recession risks climbing back onto radar of professional forecasters and for good reason. Data is pushing economists to reassess near-term outlook.
