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Stocks are rallying after a softer inflation report and stronger GDP revision, but the market’s strength still depends heavily on whether the AI boom can keep delivering.Paul Lane and Marc Fandetti discuss why stocks may look cheaper on forward earnings but more expensive when using longer-term val…
Oil is moving out of the Middle East again, but markets are still pricing in major risk as shipping costs surge, strategic reserves run low, and the conflict with Iran shows little sign of resolution.Mike Armstrong and Paul Lane discuss why oil prices remain elevated even as energy flows through th…
Interest rates are once again the biggest story in markets as the 10-year Treasury climbs to levels not seen since the early 2000s, putting pressure on bonds, mortgages, and nearly every corner of the economy.Mike Armstrong and Paul Lane discuss why the 10-year Treasury matters so much, how higher …
The Fed’s preferred inflation measure came in lighter than expected, but the broader economic picture still points to sticky price pressure and a growing debate over whether another rate hike is needed.Paul Lane and Marc Fandetti break down the latest core PCE inflation report, why revisions helped…
Interest rates are still climbing, mortgage rates have crossed 7.5%, and the labor market remains tight despite signs that some workers are struggling to find new jobs.Mike Armstrong and Paul Lane discuss why the bond market remains under pressure, how the AI buildout is keeping parts of the econom…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من The Financial Exchange Network، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.