Stock bulls everywhere beware: the US market rally narrative is loaded with risks
Bullish sentiment towards stocks is rampant in the US, as one Wall Street strategist after another raises their…
Why CoreWeave Stock Was Soaring Today
Oracle expects its cloud infrastructure business to grow by 77% this year. CoreWeave said it had overwhelming demand…
Sorry Jerome, weakening economic data is ‘exactly what markets needed’, says Wharton professor
Weaker labor data has boosted expectations of Fed rate cuts, with Wharton’s Jeremy Siegel predicting three reductions this…
US economy is in ‘stall speed’
It’s a stall-speed US economy in need of a few interest rate cuts to reignite growth. “I think…
Why China’s anti-involution fight could be less punchy than 2015’s supply-side reform
China’s intensified fight against cutthroat, low-quality price competition – known as involution – is unlikely to result in…