Latest Insights
Trading Desk: Tariff Talk Sweeps Wall Street
Wall Street keeps flinching as “hypothetical” scenarios investors should have prepared for months ago show that they have teeth. Tariffs are raising trade barriers around
Trading Desk: Stagflation At Last?
Stagflation may be returning to the U.S. for the first time in nearly 50 years. Recent economic data points to a weakening labor market and
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
Trading Desk: Tariff Talk Sweeps Wall Street
Wall Street keeps flinching as “hypothetical” scenarios investors should have prepared for months ago show that they have teeth. Tariffs are raising trade barriers around the world and corporate executives are focused on how to pivot their supply lines to keep all the wheels turning.
Trading Desk: Stagflation At Last?
Stagflation may be returning to the U.S. for the first time in nearly 50 years. Recent economic data points to a weakening labor market and persistent inflation. President Donald Trump’s new tariffs are likely to make the situation worse. This creates a challenging environment for
Trading Desk: Suddenly A Rate Cut Doesn’t Feel So Cheerful
The markets are currently navigating a complex landscape, marked by a palpable shift in expectations regarding Federal Reserve policy. Recent data painting a picture of slowing growth has prompted traders to anticipate more aggressive interest rate cuts in 2025, a sentiment that has taken hold
Trading Desk: Tesla’s Post-Election Mirage
The post-election narrative surrounding Tesla was a masterclass in hype. Musk, grabbing for control the new administration and pushing his disruptive DOGE initiative, painted a picture of an unregulated Wild West leading to unfettered innovation and maybe even making good on some of his longer-term
Trading Desk: The Bitcoin Gold Rush Bubble
The narrative of Bitcoin as an unstoppable force, a digital gold immune to market fluctuations, might be dismantled soon. What we’re witnessing could be a classic case of speculative mania meeting harsh reality. The options market, often a reliable indicator of investor sentiment, is screaming
Trading Desk: High Multiples Are Here To Stay
One of the most persistent clouds of anxiety weighing on sentiment in the last few years revolves around the sickening suspicion that stocks trading at exaggerated valuations are constantly teetering on the edge of bubble-bursting territory. As investors raised on the assumption that the S&P