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At Close: Jun 03, 2026
Retail Sales, Imports & Exports Warmer Ahead of Fed Meeting
11:31am, Tuesday, 16'th Sep 2025
Tuesday, September 16, 2025 Ahead of today's opening bell, new economic data should help color in the lines of what we expect the Fed will do at its next monetary policy meeting, which starts today an
Moving Pieces Ahead of Fed Rate Decision
11:20am, Monday, 15'th Sep 2025
It is widely expected that the Fed will cut rates at this meeting for the first time in 2025.
Stock Market On Top of the World Ahead of Fed Meeting
11:16am, Friday, 12'th Sep 2025
The Fed is data dependent, so that means a rate cut is ripe for the picking.
PPI Cools Notably: Is a 50 bps Rate Cut in the Works?
11:35am, Wednesday, 10'th Sep 2025
Wednesday, September 10, 2025 This morning, we saw likely the most consequential series of data for today's stock market: the Producer Price Index (PPI) for August, the wholesale level of inflation tr
Liquidity Flows, Volatility Shocks
04:45pm, Monday, 08'th Sep 2025
Michael Kramer from Reading The Markets and Mott Capital Management on market volatility, likely set to rise as liquidity drains. Parallels to 2018's trade war and tightening cycles creating heightene
Wall Street Roundup: Jobs Data, Gold Highs, AI + Tariff Impact
12:18pm, Friday, 05'th Sep 2025
Jobs data is softening, making a September Fed rate cut highly likely, but inflation remains stubbornly high, creating tension for markets. Gold and silver are surging as investors seek inflation hedg
BLS Jobs for August: +22K, Unemployment +4.3%
12:06pm, Friday, 05'th Sep 2025
The Unemployment Rate ticks up to +4.3%, the highest level since October 2021.
The Great Disconnect: AI Stocks Soar While The Economy Stalls
09:20am, Thursday, 04'th Sep 2025
AI is fueling massive stock gains, but the real economy tells a different story. Can productivity gains catch up before the next downturn hits? Investors need to know where the real opportunities —
The S&P 500, Dow and Nasdaq Since 2000 Highs as of August 2025
03:46pm, Wednesday, 03'rd Sep 2025
The S&P 500, Dow Jones Industrial Average (Dow), and Nasdaq Composite are all stock market indexes used to measure the performance of various aspects of the U.S. stock market.
Gearing Up for Jobs Week: What to Expect
10:55am, Tuesday, 02'nd Sep 2025
Friday will mark the first Employment Situation report since the firing of the head of BLS by President Trump.
Top catalysts for S&P 500 (VOO), Nasdaq 100 (QQQ), Dow Jones (DIA) next week
02:29pm, Saturday, 30'th Aug 2025
The Dow Jones, S&P 500, and Nasdaq 100 indices and their ETFs moved sideways last week as investors focused on monetary policy and Nvidia earnings. The S&P 500 Index pulled back to $6,460 from the yea
PCE Numbers In-Line, Pre-Market Fighting Off Lows
11:31am, Friday, 29'th Aug 2025
PCE came in as expected, no hindrance to the 25 bps rate cut signaled for the September Fed meeting.
Wall Street Breakfast Podcast: After Dow's Record Close, Stock Futures Lower
07:57am, Monday, 25'th Aug 2025
Stock futures edged lower after the Dow's record close; markets buoyed by Powell's dovish Jackson Hole remarks and hopes for Fed rate cuts. Investors closely watching upcoming inflation data and Nvidi
Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth
03:30pm, Friday, 22'nd Aug 2025
Markets celebrate Powell's Jackson Hole commentary; Danielle DiMartino Booth thinks he's a little too late. Bond yields are falling, declining long-term yields often signal recession, and the easing c
Wall Street Roundup: Markets Celebrate Powell's Jackson Hole Comments
02:05pm, Friday, 22'nd Aug 2025
Jerome Powell signals Fed easing cycle, but caution is warranted given the labor market's rapid weakening and persistent inflation. Retail earnings highlight margin pressures from tariffs, with Walmar
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