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Americans' meat choices are flashing a recession red flag
Aug 27, 2024

Americans' meat choices are flashing a recession red flag

A new Fed survey showed increasing demand for budget-friendly sausage.

Phil Rosen
Here comes the stock market's worst month of the year
Aug 26, 2024

Here comes the stock market's worst month of the year

A September rate cut from the Fed may not be able to shake 75 years of historical data.

Phil Rosen
The Fed is behind the curve. Catching up starts in Jackson Hole.
Aug 23, 2024

The Fed is behind the curve. Catching up starts in Jackson Hole.

The labor market is weaker than expected, inflation keeps cooling, and markets see a September cut as a lock.

Phil Rosen
The labor market got 30% weaker in one day
Aug 22, 2024

The labor market got 30% weaker in one day

The US overstated the number of new jobs created by 818,000 in the 12 months to March 2024.

Phil Rosen
The rest of the S&P 500 is about to beat the Magnificent 7 for the first time in 2 years
Aug 21, 2024

The rest of the S&P 500 is about to beat the Magnificent 7 for the first time in 2 years

The Big Tech group is on pace for rare underperformance against the rest of the index this quarter.

Phil Rosen
Big Tech stocks are giving dot-com vibes — but investors won't bet against the sector
Aug 20, 2024

Big Tech stocks are giving dot-com vibes — but investors won't bet against the sector

Even as the S&P 500 gets more top-heavy, short positions against the Magnificent 7 are shrinking.

Phil Rosen
Warren Buffett's $266 million cosmetics bet may be a play on the lipstick recession indicator
Aug 19, 2024

Warren Buffett's $266 million cosmetics bet may be a play on the lipstick recession indicator

Berkshire Hathaway has taken a sizable stake in Ulta Beauty as economic fears swirl

Phil Rosen
How strong is the economy? Depends on the week.
Aug 16, 2024

How strong is the economy? Depends on the week.

Strong retail sales and jobs data helped investors forget about the rocky start to August.

Phil Rosen
Inflation was last year's problem. Housing is not.
Aug 15, 2024

Inflation was last year's problem. Housing is not.

July CPI fell below 3% for the first time since March 2021, but shelter prices remain elevated.

Phil Rosen
This CEO just moved $26 billion in market value
Aug 14, 2024

This CEO just moved $26 billion in market value

Starbucks poached Chipotle's CEO — one stock crashed while the other skyrocketed.

Phil Rosen
Consumers feel better about the economy than they do about their own household
Aug 13, 2024

Consumers feel better about the economy than they do about their own household

Everyday Americans expect inflation to fall while spending dips and delinquencies jump

Phil Rosen
Markets are ready to swing for any reason
Aug 12, 2024

Markets are ready to swing for any reason

Volatility is back in a big way as investors grapple with recession jitters and weak data

Phil Rosen
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