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CPI arrives Wednesday. SpaceX prices Thursday. Markets get two answers to the same question: how much growth is worth at current rates.
MARKET PULSE
Last week answered one question clearly. The labor market is not breaking. May payrolls c...
SpaceX prices tonight into a week that tested every assumption underneath it. Here are the six things that actually moved the story.
MARKET PULSE
Nine straight weeks of gains. Gone in one session.
The Nasdaq fell 4 percent Friday, its wo...
The Nasdaq fell 4 percent. SpaceX prices tonight. The AI trade's best week in months just became its worst.
MARKET PULSE
The AI Trade Finally Found Its Limit.
The selloff got much bigger after the jobs report. Yields ripped higher. AI st...
The easy narrative started getting challenged. What remains is a set of real-world tests that cannot be explained away with forecasts.
MARKET PULSE
The Economy Refused To Slow Down.
The jobs report landed much hotter than expected. Treas...
Blackstone capped a $79 billion fund, four AI infrastructure companies beat estimates and all four sold off, and FERC may break up the nation's largest grid because AI needs too much power.
MARKET PULSE
Dow Soars, Tech Stalls
The Dow sur...
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