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Trading Desk: Market Carnage! Worst Since . . . April?
This week felt like a little like an earthquake to some people. A lot of key stocks dropped hard. NVIDIA is down 8.5%. META, Alphabet
Trading Desk: Netflix Rides A New Subscriber Boom
Netflix’s strategic focus on ad-supported tiers and password-sharing crackdown fueled impressive Q2 results. The company’s ad business is rapidly expanding and becoming a significant revenue
Trading Desk
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Trading Desk: A New Balancing Act For The Fed
As the Federal Reserve navigates the complex landscape of post-pandemic economic recovery, Chairman Jerome Powell’s recent congressional testimony has shed light on the central bank’s cautious approach to monetary policy. While inflation appears to be receding, Powell remains hesitant to declare victory, emphasizing that more
Trading Desk: A Hot First Half, But Where Does The Rest Of 2024 Take Us?
We’ve officially reached the halfway mark of the year—and what a year it’s been so far! The stock market is currently enjoying a period of extraordinary success, with major indices repeatedly reaching new all-time highs. As an example, the S&P 500 rose above the 5,500
Trading Desk: Powell’s Disinflationary Promise
Global markets reacted with a wave of optimism following Fed Chair Jerome Powell’s recent remarks at a conference in Portugal. Powell’s assertion that the U.S. is “back on a disinflationary path” fueled investor hopes for imminent rate cuts, driving stocks higher and putting the dollar
Trading Desk: A New Normal, Not a New Bubble
The first half of 2024 has been undeniably dominated by the AI narrative. Big Tech, with their AI-powered innovations, have propelled the S&P 500 to new heights, captivating investors’ imaginations and wallets. While the allure of AI is undeniable, a more profound question lingers beneath
Trading Desk: Cybertruck Sales Finally Revealed
Tesla’s Cybertruck — the brutalist “futuristic” electric pickup that’s captured the scientific and political imaginations of many and undergone line-wide safety recalls four times in the handful of months it’s been available — has been shrouded in mystery since its limited release late last year.
Trading Desk: Optimism Outweighs Risk As We Look Toward The Second Half
The stock market’s performance in the first half of 2024 has been nothing short of remarkable. It has galloped past initial expectations, reaching new highs and defying concerns about inflation, rising interest rates, and geopolitical tensions. While this exuberant performance might raise eyebrows, a closer