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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: Wall Street Already Wants The Election To Be Over
Whether you watched the debate with fascination or frustration (or simply tuned it out altogether), investors at the top of the Wall Street food chain are signaling that the world as we know it is unlikely to end in November. In fact, what I see
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
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
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
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
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