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
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Trading Desk: Amazon’s AI Bet
Amazon’s recent Q4 earnings report paints a picture of a company doubling down on its AI ambitions, even as it faces some headwinds. While the company beat earnings estimates, its lighter-than-expected guidance and a hint of continued heavy investment in AI infrastructure sent ripples through
Trading Desk: Fed Holds Steady, Markets Shrug, Political Winds Blow
The Federal Reserve decided to hold interest rates steady at their recent meeting, pausing a series of cuts that began last September. This decision, while widely anticipated by market analysts, sets the stage for an interesting year in monetary policy, especially given the political climate.
Trading Desk: Tesla’s Wild Ride
Tesla’s latest earnings report paints a mixed picture, to say the least. While the company missed analyst expectations on both revenue and earnings per share, its stock price rallied, leaving market observers scratching their heads. This apparent disconnect between financial performance and market reaction highlights
Trading Desk: AI Excitement Faces Reality Check
Big Tech is gearing up for a crucial earnings season, with stock prices soaring and valuations stretched. However, this time, profit growth is projected to hit its slowest pace in nearly two years. Despite a strong start to the year, fueled by optimism around AI
Trading Desk: Vanguard Sees Inflation Getting In The Traditional Portfolio’s Way
Vanguard’s recent asset-allocation paper raises shocking questions about whether U.S. stocks, specifically the S&P 500, deserve to dominate retirement portfolios. Given that foreigners are chasing U.S. stocks, historically a bad sign, and that Vanguard believes bonds will likely outperform stocks in the next decade, these
Trading Desk: Why Rising Bond Yields Are Causing Jitters in the Stock Market
The financial world is buzzing with concerns over rising bond yields, particularly the 10-year Treasury yield, which recently edged closer to the psychologically significant 5% mark. This surge has sparked anxiety among investors who have grown accustomed to the era of low interest rates that