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China can't shake its deflation problem even as pork prices spike 20%
Sep 16, 2024

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.
Sep 13, 2024

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
Sep 12, 2024

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
Sep 11, 2024

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.
Sep 10, 2024

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
Sep 09, 2024

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
Sep 06, 2024

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.
Sep 05, 2024

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
Sep 04, 2024

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
The fate of the economy hinges on the August jobs data
Sep 03, 2024

The fate of the economy hinges on the August jobs data

The Fed will use the latest batch of jobs numbers to determine whether to initiate a jumbo-sized rate cut.

Phil Rosen
The government says consumers keep spending. Dollar General says otherwise.
Aug 30, 2024

The government says consumers keep spending. Dollar General says otherwise.

GDP data was revised higher while shares of the budget retailer tanked as it forecasted a bleak economic outlook.

Phil Rosen
Nvidia smashed earnings. Wall Street still wasn't satisfied.
Aug 29, 2024

Nvidia smashed earnings. Wall Street still wasn't satisfied.

The chip giant beat revenue and earnings estimates but the stock still tumbled in overnight trading

Phil Rosen
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