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The view is and has been disinflation first, then a return of the inflationary macro. Sometimes I feel as though I write the same article over and over. But that...

NASDAQ (and technology stocks in general), are like a finely tuned sports car. They can run circles around your grandmother’s Oldsmobile (the Dow), but they tend to break down often,...

Inflation measurement sits at the centre of modern macroeconomics. Interest rates, asset prices, fiscal planning, and central-bank credibility ultimately depend on the trajectory of price pressures. Yet the primary reference...

Memory chips underpin every layer of the modern technology stack, yet the market that produces them has entered a period of structural constraint with no near-term resolution. The implications for...

To address the many emails we received, we present our take on the Supreme Court’s tariff ruling. First, President Trump has multiple ways he can implement trade restrictions beyond what...

Pundits have long argued over whether Republicans (who dominated the White House from 1860 to 1932) are better for business than the Democrats (who dominated from 1932 to 1980 and...

Every bull market has a moment where the story sounds perfect.The economy looks fine. Earnings look stable. Headlines feel reassuring. Pullbacks get bought instantly. And the general belief becomes: this...

Tensions continue to build over Iran as Trump sets deadline for nuclear deal Dollar climbs to one-month peak, eyes US GDP and PCE inflation data Oil surges to 6-month high...

Dollar strength dominates markets as risk appetite remains subdued A Supreme Court ruling, geopolitics and Fed developments are in focus Pivotal Nvidia earnings on Wednesday as investors question tech sector...

Quite often, investors describe economic forecasts as a hard landing (recession), a soft landing (weak growth but no recession), or no landing (moderate to strong economic growth). As evidenced by...