The focus has shifted from how deeply the Fed will cut rates to how restrictive today's rates really are, given the fast pace of economic growth investors.com/news/economy/f…

Why did retail sales miss so badly? Blame fiscal policy. Stimulus checks in Jan. '21, the child tax credit expansion in Jan. '22, and the 8.7% COLA in Jan. '23 may have thrown off seasonal adjustment investors.com/news/economy/r…

Powell gave 5 reasons why the Fed chose to delay rate cuts on Jan. 31, but left out what may be the most straightforward explanation: the S&P 500's historic AI-driven tear — and the risk of fanning the flames. investors.com/news/economy/f…

Dear Fed watchers: This piece makes the case that the Jan 31 signal rate cuts are on hold largely reflected worry about fueling the AI stock boom. Please take a look & see if you agree Mohamed A. El-Erian Steve Liesman Jim Bianco Joseph Brusuelas Peter Berezin investors.com/news/economy/f…

The core PCE price index for January will likely be revised up to +0.5% from +0.4% after a big upward revision to health care services inflation. investors.com/news/economy/r…

The Fed may reset the rate-cut outlook next week in a way that surprises both those who expect a soft landing and those in the no-landing camp #FOMC investors.com/news/economy/f…

The Fed just updated its own financial conditions index for February this morning. Here's what Powell ignored when he said financial conditions were "weighing on" economic growth investors.com/news/economy/f…

This front page marks ONE YEAR that Evan Gershkovich has been illegally imprisoned in Russia. He should be here with us, reporting the news. Please keep him and his family in your thoughts and posts on this terrible anniversary. #IStandWithEvan

Portfolio management costs, which rise with the S&P 500, surged nearly at a nearly 32% annualized rate in Q1. If not for that, the core PCE price index would have climbed 3.2%, not 3.7%. investors.com/news/economy/f…

Wall Street Journal reporter Evan Gershkovich's trial began behind closed doors today in the Russian city of Yekaterinburg. Gershkovich has been held on charges of spying for the US government -- which he, his employer, and the US government strongly deny -- since March 2023. He

Wall Street may see former President Donald Trump's presidential debate thrashing of President Biden as a bit too much of a good thing, if Friday's start-and-stop S&P 500 rally is a guide. investors.com/news/trump-bid…

Thursday's CPI could be the moment investors have been waiting for all year. investors.com/news/economy/c…

Lots of shifts in Powell's assessment of the labor market. Highlighted hiring and quits rate, which point to cooler conditions that in the 2 years before the pandemic. Further cooling is not welcome and could lead to a 50-basis-point cut. investors.com/news/economy/f…

What the Trump-Musk fiscal team means for markets and why bond vigilantes might still grow unruly investors.com/politics/elon-…

The Treasury's Exchange Stabilization Fund may be Trump's ticket to a strategic bitcoin reserve investors.com/news/bitcoin-p…

Kazakhstan, by far the globe's top uranium producer with a 43% share in 2022, just unexpectedly shut down production at a joint venture with Canada's Cameco $CCJ. Uranium stocks are flying. investors.com/news/uranium-s…

Why Trump's TikTok-For-Tariffs Would Be The Deal Of The Century investors.com/news/trump-tar…

Strategy just blew $21 billion buying bitcoin at an average price of $96,458 per coin. Now it's paying the price. $MSTR investors.com/news/mstr-stoc…