Latest Insights
Trading Desk: Has the Fed Chair Bought the Hype?
Well, the market has a new favorite parlor game: Is Artificial Intelligence the next revolutionary platform — or the next spectacular bubble? We all hang
Trading Desk: Building The Future, $78 Billion At A Time
By now you’ve probably noticed the eye-watering sums of money being shoveled into the great artificial intelligence furnace. We’re not talking about rounding errors; we’re
Trading Desk
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Trading Desk: Trade War On Hold Again
Well, folks, just when businesses were desperately searching for a predictable path through the ongoing trade war, the map has been set on fire. For the past eight months, the market has been grappling with a flurry of tariffs, but a new legal bombshell has
Trading Desk: Ready For The Next Walls Of Worry?
It’s a peculiar sight on Wall Street these days. The S&P 500 has climbed a respectable 10% this year, shrugging off concerns that would have sent traders running for the hills in another era. Yet, beneath the surface calm, the currents of risk are getting
Trading Desk: The $16 Trillion Question: Is AI a Gold Rush or Just a Fancy Toy?
Well, folks, it seems Wall Street has found its new favorite toy. The drumbeat for Artificial Intelligence has gone from a low hum to a full-blown rock concert, and the headliner on the marquee right now is a little note from Morgan Stanley. They’re floating
Trading Desk: Powell Preps a Rate Cut for a Job Market on Stilts
Well, the annual pilgrimage of central bankers to the mountains of Wyoming is over, and it looks like they brought back a party favor for the market: a likely interest rate cut coming as soon as September. Fed Chair Jerome Powell all but gift-wrapped the
Trading Desk: The Fed Can’t Cut Mortgage Rates
Here’s a little secret of the financial world that trips up a lot of people: when the Federal Reserve cuts its benchmark interest rate, your mortgage rate doesn’t automatically drop with it. In fact, sometimes the opposite happens. It’s a frustrating reality, and with the
Trading Desk: Meme Market Makes DORKs Happen
If you’re getting a sense of déjà vu from the market chatter lately, you’re not alone. A new acronym is making the rounds — the “DORK” stocks — and it feels an awful lot like a rehash of the meme stock mania that took over