A potentially K-shaped economy creates dilemmas for the Fed

The US economy is facing a K-shaped recovery, with some segments of the population doing well while others are struggling, and the Fed must balance short-run demands with long-term threats to its ... Read More

The Great Disconnect: AI Stocks Soar While The Economy Stalls

AI is driving stock market highs, but economic reality lags behind, raising questions about sustainability and risk. Find out why investors should watch closely. Read More

If The Trump Economy Is ‘Booming,’ Then It Doesn’t Need The Fed

Capital flows to where it’s treated well. Remember this amid President Trump’s endless jawboning of Jerome Powell. According to Trump, along with his various cheerleaders inside and outside the ... Read More

Fed Rate Cuts Are Coming – And May Ignite the AI Economy

The U.S. Federal Reserve is about to begin its first real rate-cutting cycle since the COVID-19 pandemic. And we think that this time, the timing couldn’t be more explosive… Because unlike in the past ... Read More

Stocks hit all-time highs as US economy grows faster than expected on strong consumer spending, AI investments

Stocks hit all-time highs after data revealed the US economy grew faster than expected during the latest quarter, boosted by strong consumer spending and big investments in artificial intelligence ... Read More

AI and Nvidia have been bright spots in an uncertain economy, but there are doubts now

The artificial-intelligence bubble has been propping up the stock market and the broader economy for a while now. What happens if it bursts? That's been the question circling Wall Street recently, as ... Read More