Today's Editorial
Is the Fed wielding an iron fist in a velvet glove?
On the stock markets, investors appear to have stopped fearing asset price levels: a concern that had sent equities and other risk assets tumbling at the start of November. Valuations are still being...
December 08, 2025 at 03:19 am
The Most Overhyped PCE Print in Wall Street History
America has waited 43 days for a simple number. Not a moon-landing, nor a breakthrough cancer cure: just the September reading of the Personal Consumption Expenditures index , the Federal Reserve's...
December 05, 2025 at 08:55 am
Fed Rate Cut: The Market Awaits the Signal
The countdown to a Federal Reserve rate cut next Wednesday continues to reverberate through the stock market. Investors have clearly tethered their hopes for further gains in equity indices to this...
December 05, 2025 at 02:15 am
191,000 and Confused
After the recent government shutdown left policymakers flying blind, the first meaningful signpost - the upcoming PCE inflation report - is eagerly awaited by investors, analysts, and anyone who...
December 04, 2025 at 08:56 am
Small is Beautiful Again?
In their ongoing quest for profitable year-end strategies and beyond, investors are once again turning their attention to small caps, speculating that the newly configured Federal Reserve may prove to...
December 04, 2025 at 02:05 am
Wall Street's Dovish Delusion?
Wall Street opened Wednesday in a hopeful mood, but the optimism didn't survive contact with reality. What began as a confident lean into the idea of a near-term Fed rate cut abruptly reversed,...
December 03, 2025 at 09:32 am
Bitcoin puts Wall Street back on track
The stock market continues to move in fits and starts. The prospect of a Federal Reserve rate cut in a week's time has helped wipe out early November's losses, but doubts linger. Nevertheless,...
December 03, 2025 at 02:12 am
Ready or Not It's Coming
Markets do not usually enjoy surprises, yet they keep receiving them. Markets brought an end yesterday to the late-November rebound. Indices, having run their course, ultimately ran out of steam....
December 02, 2025 at 09:01 am
The Bank of Japan returns to ruffle markets (slightly)
Markets brought an end yesterday to the late-November rebound. Indices, having run their course, ultimately ran out of steam. Meanwhile, Japanese monetary policy made a return to the international...
December 02, 2025 at 02:12 am
Markets Search for Solid Ground
The world economy is starting December in an oddly split-screen mood. On one side, investors are busy betting that America's central bank is about to cut interest rates again. On the other, reality...
December 01, 2025 at 09:08 am
Wall Street scrapes through to extend winning streak
The bout of investor anxiety that took hold in November was largely swept away by a vigorous week of trading. Yet underlying jitters remain over risk assets, as evidenced by the 12% and 20% respective...
December 01, 2025 at 02:22 am
November's Final Verdict
A rare freeze at CME Group's data centers halted trading in key U.S. futures markets, offering a jarring reminder of how fragile the plumbing of global finance can be. The outage arrived on an...
November 28, 2025 at 08:29 am
On the stock market, November goes all in on Friday
European markets were left to drift yesterday in the absence of their usual compass, with Wall Street closed for Thanksgiving - a holiday famed for its stuffed poultry and pumpkin pie. The lack of...
November 28, 2025 at 02:10 am
No more seasons: Wall Street kicks off the year-end rally early
If you know a turkey, now is the time to advise it to lay low: it's Thanksgiving, the American holiday poultry dreads. Wall Street is already halfway into its long weekend, with markets closed today...
November 27, 2025 at 02:22 am
The rate-cut riddle and America's curious economic confidence
America's economy, it seems, is delivering just the right amount of disappointment.
November 26, 2025 at 08:59 am
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