The Fed's divided December decision, jobs data revealing labor market cracks, and an unexpected market rotation away from mega-cap tech dominated this week's trading.
The Fed cut rates but signaled caution ahead. Bitcoin consolidates while gold soars. Here's what systematic investors need to know about December's diverging markets.
Markets rallied into Thanksgiving, but Jerome Powell's hawkish pivot and sticky inflation are rewriting the December playbook. Here's what systematic investors need to know.
Nvidia crushed earnings, the Fed divided on cuts, and markets sold off anyway. Inside this week's stunning disconnect between fundamentals and price action.
The longest government shutdown in history just ended, the Fed is deeply divided, and markets are at all-time highs while fear hits extreme levels. Here's what it means for your portfolio.
As the longest government shutdown in history grinds into week six and the Supreme Court questions Trump's tariff authority, investors face a data blackout just as volatility returns.
The S&P 500 just broke 6,800 for the first time. Here's what's driving the rally—and where the cracks might appear.
Earnings beat, banks stumble, trade tensions simmer, and the Fed prepares its next move. Here's what you need to know this week.
Trump's new China tariffs erased $2 trillion in market value in a single day. Here's how to navigate heightened volatility as geopolitical tensions reshape the investment landscape.
Tariffs, compute demand, and credit complacency—not inflation—are setting the tone. Here’s what investors need to watch beneath the surface.
A different set of forces is quietly steering markets—AI build-out economics, transformer shortages, China’s commodity leverage, ESG’s reset, and shifting global flows.
