Does the Fed’s jumbo rate cut mean we’re headed for a recession? Perhaps the opposite.

Does the Fed’s jumbo rate cut mean we’re headed for a recession? Perhaps the opposite.

The reasons behind the 50-basis-point move, explained by a top Wall Street strategist.

Phil Rosen, +1
The world's fixated on the Fed’s first rate cut. Markets will react to something else entirely.

The world's fixated on the Fed’s first rate cut. Markets will react to something else entirely.

Uncertainty runs high as the Fed gears up for its first policy cut in four years.

Phil Rosen, +1
Corporate America is moving on from inflation, just like the Fed

Corporate America is moving on from inflation, just like the Fed

Fewer S&P 500 companies are mentioning high prices during earnings calls as the Fed readies its first rate cut.

Phil Rosen
China can't shake its deflation problem even as pork prices spike 20%

China can't shake its deflation problem even as pork prices spike 20%

The world's second-largest economy faces the opposite challenge of the US as local meat prices go haywire.

Phil Rosen
Global interest rates are about to converge. Here's what comes next.

Global interest rates are about to converge. Here's what comes next.

The first Fed rate cut will bring US rates closer to those of Europe, Japan and others while changing the dynamic of money market funds and carry trades.

Phil Rosen
The Fed's case for a jumbo rate cut has evaporated

The Fed's case for a jumbo rate cut has evaporated

Traders see little chance of a 50-basis-point move for September after the August CPI report.

Phil Rosen
The Trump-Harris debate still leaves questions around corporate taxes

The Trump-Harris debate still leaves questions around corporate taxes

The candidates' visions diverge on how much to tax businesses come 2025.

Phil Rosen
Apple's betting its future on AI. Wall Street needs more convincing.

Apple's betting its future on AI. Wall Street needs more convincing.

Investors were cool on Apple stock as the company announced its new iPhone, AirPods, and Apple Watch.

Phil Rosen
The September stock plunge has already wiped out all of August's gains

The September stock plunge has already wiped out all of August's gains

Investors turned jittery after three sets of weak labor market reports to start the month.

Phil Rosen
Exclusive: The world’s largest jobs platform confirms the labor market keeps getting weaker

Exclusive: The world’s largest jobs platform confirms the labor market keeps getting weaker

LinkedIn shared proprietary insights that point to an even softer economic outlook than official data suggests.

Phil Rosen
The jobs market keeps getting weaker. Bond traders are taking notice.

The jobs market keeps getting weaker. Bond traders are taking notice.

The long-time recession indicator dis-inverted after the job openings survey showed a further slowdown.

Phil Rosen
Investors can't stop piling into the stock market — history be damned

Investors can't stop piling into the stock market — history be damned

Bullishness is soaring as the worst month of the year for equities begins.

Phil Rosen
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