The Federal Fund futures are pricing an aggressive policy easing to 2.8%, which is consistent with a recession. The 10Y yields have been falling, driven primarily by the falling real yields, which ...

But with the market already booming and the Federal Reserve under presidential pressure, a new cycle of lower rates could pour fuel onto a fire, our columnist says. By Jeff Sommer Jeff Sommer writes ...

I don't know about you, but I am very pessimistic about the market and the economy more broadly. I first became fascinated by the market during the 2008 and 2009 financial collapse. It was during that ...

On the Tuesday, October 28, 2025 episode of The Excerpt podcast: From Nvidia to Meta, tech giants have powered Wall Street to record highs. Yet even as stocks climb, trillions of dollars are being ...

Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who must have shorts on to justify their high fees, as well as their media acolytes who sound so painfully ...