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Trading Desk: More Fed Drama
If you’ve been watching the latest season of “Capitol Hill versus Central Bank,” you know the writers are really ramping up the tension. The protagonist,
Trading Desk: The Magnificent 7 Grind Through Another Mediocre Season
We need to have a serious chat about the Magnificent 7. You know them, you love them — or at least, your portfolio loves them.
Trading Desk
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Trading Desk: More Fed Drama
If you’ve been watching the latest season of “Capitol Hill versus Central Bank,” you know the writers are really ramping up the tension. The protagonist, Federal Reserve Chair Jerome Powell, recently dropped some advice for his successor that felt less like a retirement toast and
Trading Desk: The Magnificent 7 Grind Through Another Mediocre Season
We need to have a serious chat about the Magnificent 7. You know them, you love them — or at least, your portfolio loves them. For years, these heavy hitters have been the engine room of the S&P 500, dragging the market uphill whether it
Trading Desk: The TACO Trap
Wall Street loves a clever acronym almost as much as it loves a winning trade. For the last nine months, the street has been dining out on “TACO.” Short for “Trump Always Chickens Out,” this thesis became the golden rule for risk assets following the
Trading Desk: Europe’s $10 Trillion Bluff
Let’s be honest: the headlines lately read more like a geopolitical thriller than the financial pages. We have the US Administration making renewed plays for Greenland, and Europe, understandably, isn’t thrilled. But amidst the diplomatic noise and tariff threats, there is a much quieter, much
Trading Desk: Will Big Tech Pay Its Own AI Power Bills?
Well, we all knew this collision was coming. On one side, you have the insatiable energy appetite of the Artificial Intelligence revolution — the kind of demand that makes Bitcoin mining look like a nightlight. On the other, you have the aging, creaky US power
Trading Desk: Wall Street Rallies Around The Fed
If you’ve been following the latest season of the great financial drama unfolding in the capital, you’ll notice the writers have introduced a particularly spicy plot twist: The Department of Justice versus the Federal Reserve. It’s the kind of conflict that makes for good television