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Trading Desk: Risk On AND Risk Off

As I was preparing for today’s appearance on Fox Business, a member of the team asked me whether we should tell viewers to buy or sell the market. Good question, but the answer was a little complicated. Start with the timing element. The market as

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Trading Desk: Bonds Are Back, But Who Cares?

This has been a year of unexpected investment twists and turns, especially in the world’s largest bond market. As recently as Tuesday, a Bloomberg gauge tracking returns in the Treasury market has shown a marginal year-to-date loss of 0.1% — a significant recovery from the

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Trading Desk: Pressure On Fed Builds

The Federal Reserve has indicated only one interest rate cut this year, but recent economic data has some economists questioning if that move will come soon enough. While retail sales have slowed and inflation has cooled, signs of a softening labor market are emerging, presenting

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Trading Desk: Apple Insists “Our AI Thinks Different”

In a bold move, Apple (AAPL) has fully embraced artificial intelligence, unveiling its new AI software suite, Apple Intelligence. Unlike competitors Microsoft (MSFT) and Google (GOOG), who have focused on grand visions and future possibilities, Apple has adopted a more pragmatic approach. It’s emphasizing on-device

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Trading Desk: Political Pressure On Powell Builds

Federal Reserve Chairman Jerome Powell finds himself in a familiar, increasingly intensifying political crossfire as he and the Federal Open Market Committee deliberate the future path of interest rates. The recent release of cooler-than-expected May consumer price data showing inflation moderating to 3.3% year-over-year has

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